PQJL yields 0.01% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, PQJL + JEPI cover 0 of 12 months — good coverage
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PQJL uses options in an effort to moderate losses on shares of Invesco QQQ Trust (QQQ) over a one-year period, starting each July. The fund foregoes upside participation above a certain threshold, which resets annually in exchange for preventing the realization of the first 12% of QQQs losses, as well as the dividend component of QQQ because the options are written on the price and not on the total return version of the shares. Should the value of QQQ decline by more than 12%, the fund will experience subsequent losses on a one-to-one basis. The fund must be held to the end of the outcome period to achieve the intended results. Investors who buy at any time other than the annual reset day may have a different protection and buffer zone. Once established, the issuer publishes the interim levels for the cap on its website. Investors should note that the targeted cap and buffer do not include the funds expense ratio. The actively managed fund uses FLEX options exclusively.
Full PQJL Calculator →The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
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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.