Home › Compare › BMMWF vs JEPQ
BMMWF yields 1.95% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, BMMWF + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of BMMWF + JEPQ for your $10,000?
The fund seeks long-term capital appreciation by actively investing in Canadian equities that have lower sensitivity to market movements (beta). The fund adviser selects portfolio holdings from a universe of the largest and most liquid Canadian securities. The resulting portfolio is weighted so that higher weights are allocated to stocks with lower beta. Holdings are rebalanced and reconstituted annually, in June and December, respectively.
Full BMMWF 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.