SMEZ yields 2.66% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, SMEZ + JEPQ cover 0 of 12 months — good coverage
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The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the EURO STOXX Small Index that tracks the performance of small capitalization Eurozone equity securities. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in depositary receipts (including ADRs or GDRs) based on securities comprising the index. The index is designed to provide a representation of small companies across the Eurozone.
Full SMEZ 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.