Home › Compare › RNWIX vs JEPQ
RNWIX yields 2.10% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, RNWIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of RNWIX + JEPQ for your $10,000?
The investment seeks long-term growth of capital. The fund will, under normal market conditions, invest at least 40% of its assets, calculated at the time of purchase, in equity securities of (i) issuers either organized or having headquarters in countries outside the United States, or (ii) issuers having a majority of their assets or revenues attributable to countries outside the United States. It may also invest in investment grade corporate or government debt obligations, and in foreign exchange futures contracts or currency forward contracts.
Full RNWIX 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.