Home › Compare › USAWX vs JEPQ
USAWX yields 11.76% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, USAWX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of USAWX + JEPQ for your $10,000?
The investment seeks capital appreciation. The fund invests its assets primarily in equity securities of both foreign (including emerging markets) and domestic issuers. The "equity securities" in which the fund principally invests are common stocks, depositary receipts, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks.
Full USAWX 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.