Home › Compare › RSRFX vs JEPQ
RSRFX yields 10.37% · JEPQ yields 11.10%● Live data
📍 RSRFX pulled ahead of the other in Year 1
Combined, RSRFX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of RSRFX + JEPQ for your $10,000?
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of domestic and foreign public infrastructure companies. The adviser considers a company to be involved to a significant extent in the Utilities and/or the Energy Industry, as applicable, if at least 50% of its assets, gross income or profits are committed to or derived from Utilities or Energy.
Full RSRFX 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.
Full JEPQ Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.