Home › Compare › PIEQX vs JEPQ
PIEQX yields 3.16% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, PIEQX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of PIEQX + JEPQ for your $10,000?
The fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks that are held in the MSCI EAFE Index Net. It uses a full replication strategy, which involves investing substantially all of its assets in all of the stocks in the index in proportion to each stock’s weight in the index. The index is designed to represent the performance of large- and mid-cap securities across developed markets other than the U.S. and Canada.
Full PIEQX 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.