Home › Compare › POMIX vs JEPQ
POMIX yields 1.21% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, POMIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of POMIX + JEPQ for your $10,000?
Under normal conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks that are included in its benchmark index. The fund seeks to match the performance of the entire U.S. stock market by tracking the performance of its benchmark index, the S&P Total Market Index (S&P Index). The S&P Index is a broad-market index consisting of all eligible U.S. common equities, including large-, mid-, small-, and micro-cap stocks.
Full POMIX 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.