MODL yields 0.77% · JEPQ yields 11.47%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, MODL + JEPQ cover 0 of 12 months — good coverage
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The VictoryShares WestEnd U.S. Sector ETF seeks to achieve favorable returns through active sector selection and avoidance, based on the team’s evaluation of the macroeconomic and market environment. The team implements its active sector selection and avoidance process through sector exposures using individual stocks. This ETF typically allocates to four to six economic sectors at any given time, with the maximum exposure to a single sector being no more than 35% of the Fund's net assets at the time of purchase. Portfolio Managers Fritz Porter, CFA Co-CIO, Portfolio Manager 18th year at WestEnd Advisors | 26 years of experience Ty Peebles, CFA, Co-CIO, Portfolio Manager 12th year at WestEnd Advisors | 15 years of experience Ned Durden, CIS, Portfolio Manager 19th year at WestEnd Advisors | 26 years of experience Jacob Buchanan, CFA, Portfolio Manager 8th year at WestEnd Advisors | 9 years of experience
Full MODL 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.