Home › Compare › RYFSX vs JEPQ
RYFSX yields 12.26% · JEPQ yields 11.10%● Live data
📍 RYFSX pulled ahead of the other in Year 4
Combined, RYFSX + JEPQ cover 0 of 12 months — good coverage
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Although the fund normally focuses on securities of financial services companies with stock market capitalizations up to $5 billion, it may invest an equal or greater percentage of its assets in securities of companies with larger market capitalizations. Under normal market circumstances, the fund will invest at least 40% of its net assets in equity securities of companies headquartered in at least three different countries outside of the United States.
Full RYFSX 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.