QUIZ yields 0.18% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, QUIZ + JEPQ cover 0 of 12 months — good coverage
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QUIZ seeks to generate positive risk-adjusted returns. It provides exclusive exposure to equity securities in developed markets across the globe. The fund primarily targets approximately 75 to 250 companies, within the mid- to large-cap spectrum, based on a proprietary quantitative model mixed with qualitative evaluation. It may also hold other open-end and closed-end funds and exchange-traded funds (ETFs). The fund specifically excludes North American companies, consistent with its initial investment universe. It also aims to outperform its benchmark index, a characteristic of actively managed funds. The portfolio is rebalanced monthly.
Full QUIZ 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.