Home › Compare › PFDGX vs JEPQ
PFDGX yields 16.41% · JEPQ yields 11.10%● Live data
📍 PFDGX pulled ahead of the other in Year 1
Combined, PFDGX + JEPQ cover 0 of 12 months — good coverage
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The fund seeks to achieve its investment objective by investing primarily in shares of mutual funds and exchange-traded funds ("underlying funds"), with each underlying fund investing primarily in foreign equity securities in order to obtain exposure to the global broad equity market, as defined by the MSCI All Country World Index.
Full PFDGX Calculator →The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.