Home › Compare › NWXQX vs JEPQ
NWXQX yields 12.42% · JEPQ yields 11.10%● Live data
📍 NWXQX pulled ahead of the other in Year 1
Combined, NWXQX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of NWXQX + JEPQ for your $10,000?
The fund normally invests at least 80% of its net assets in equity securities of companies included in the S&P MidCap 400® Index. The S&P MidCap 400® Index includes approximately 400 stocks of mid-cap U.S. companies in a wide range of businesses. The adviser employs a passive management, or indexing, approach, which seeks to match approximately the performance of the S&P MidCap 400® Index before the deduction of fund expenses.
Full NWXQX 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.