Home › Compare › PFESX vs JEPQ
PFESX yields 2.38% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, PFESX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of PFESX + JEPQ for your $10,000?
The fund seeks to achieve its investment objective by investing at least 80% of its net assets (defined as net assets plus the amount of any borrowing for investment purposes) in ETFs managed by BlackRock Fund Advisors, LLC (“BlackRock underlying funds”). In addition, at least 80% of the fund’s net assets (defined as net assets plus the amount of any borrowing for investment purposes) will be invested in BlackRock underlying funds that invest primarily in either or both U.S. and foreign equity securities of any capitalization.
Full PFESX 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.