FEPI ETF Analysis: REX FANG & Innovation | NASDAQ

Derivative Income | NASDAQ, USA | Market Cap: 682m USD | 12M Return: 15.9% | Charts, Fundamentals & Technical Analysis

Derivative Income, FANG Index, Options Premiums, Innovation Equity
Total Rating 40
Safety 28
Buy Signal -0.42
Derivative Income
Category Rotation: -9.2
TER: 0.65%
AUM: 682M
Avg Turnover: 9.88M
Risk 3d forecast
Volatility24.3%
VaR 5th Pctl4.69%
VaR vs Median7.23%
Reward TTM
Sharpe Ratio0.80
Rel. Str. IBD42.8
Rel. Str. Peer Group33.1
Character TTM
Beta1.190
Beta Downside1.276
Hurst Exponent0.490
Drawdowns 3y
Max DD23.56%
CAGR/Max DD0.79
CAGR/Mean DD5.25

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 2.7 years of data

Jan +0.1% 5
Feb -1.7% 7
Mar -0.5% 19
Apr +0.1% 0
May +4.3% 51
Jun +3.2% 18
Jul -2.0% 10
Aug -0.8% 15
Sep +2.6% 26
Oct +1.2% 7
Nov +2.3% 53
Dec -2.2% 55

Average return per month, with how dependable it is below — did the month move the same way every year (high) or randomly (low). Above 60 is a pattern worth trusting; under 40 is noise.

Description: FEPI REX FANG & Innovation

FEPI is an actively managed, non-diversified ETF listed on NASDAQ that seeks to generate current income while maintaining exposure to the price returns of the Solactive FANG Innovation Index, which tracks major U.S. technology and innovation-oriented companies (the FANG grouping historically references Facebook/Meta, Amazon, Netflix, and Google/Alphabet, alongside related innovation-focused firms). The fund falls within the Derivative Income ETF category, a structure that typically uses options-based strategies (commonly covered calls on underlying equity holdings) to produce distributable income on top of exposure to the underlying securities. Launched in October 2023 and based in the USA, FEPI is small-cap in size (~$682M USD), and its advisor commits to running the stated strategy continuously, including during adverse market or economic periods, rather than rotating into temporary defensive holdings.

Headlines to Watch Out For
  • FANG tech mega-cap performance drives underlying NAV
  • Covered call premium income fluctuates with market volatility
  • Competition from JEPI and JEPQ pressures AUM growth
What is the price of FEPI shares?

As of June 30, 2026, the stock is trading at USD 42.37 with a total of 178,783 shares traded. Over the past week, the price has changed by -5.31%, over one month by -8.36%, over three months by +14.29% and over the past year by +15.87%.

Current recommended Stop Loss: 41.00 (which is 3.2% or 1.5 ATR below the current price).

Is FEPI a buy, sell or hold?

REX FANG & Innovation has no consensus analysts rating.