Home › Compare › MWHYX vs JEPQ
MWHYX yields 6.58% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, MWHYX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of MWHYX + JEPQ for your $10,000?
The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in high yield bonds (commonly known as "junk bonds"), which are bonds rated below investment grade or unrated bonds determined by the Adviser to be of comparable quality. Under normal circumstances, the portfolio duration is two to eight years and the fund's dollar-weighted average maturity ranges from two to fifteen years.
Full MWHYX 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.