Home › Compare › POPFX vs JEPQ
POPFX yields 65.38% · JEPQ yields 11.10%● Live data
📍 POPFX pulled ahead of the other in Year 1
Combined, POPFX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of POPFX + JEPQ for your $10,000?
Under normal market conditions, the fund invests primarily in a variety of equity and equity-related securities, including common stocks. The Advisor attempts to buy investments priced to generate long-term total returns significantly above those of general stock indices and U.S. treasuries. Using a value orientation, the Investment Manager invests in positions in the United States and other developed markets. The fund may invest substantially in small and mid-cap companies.
Full POPFX 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.