Home › Compare › HWLCX vs JEPQ
HWLCX yields 4.62% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, HWLCX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of HWLCX + JEPQ for your $10,000?
The investment seeks current income and long-term growth of income, as well as capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities of large capitalization companies. The adviser currently considers large cap companies to be those with market capitalizations like those found in the Russell 1000® Index.
Full HWLCX 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.