QVMM yields 1.29% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, QVMM + JEPQ cover 0 of 12 months — good coverage
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The Invesco S&P MidCap 400 QVM Multi-factor ETF (Fund) is based on the S&P MIdCap 400 Quality, Value & Momentum Top 90% Multi-factor Index (Index).The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to track the performance of a subset of securities from the S&P MidCap 400 Index that exhibit factors of quality, value and momentum. The Fund and the Index are rebalanced quarterly in March, June, September and December.
Full QVMM 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.