Home › Compare › WAFMX vs JEPQ
WAFMX yields 0.74% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, WAFMX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of WAFMX + JEPQ for your $10,000?
The fund invests primarily in the equity securities of companies of all market capitalizations that are tied economically to frontier markets and small emerging market countries. It will invest at least 80% of its assets in the equity securities of companies that are tied economically to frontier markets and small emerging market countries. The fund may invest a large percentage of its assets in a few sectors, including communication services, consumer discretionary, financials, industrials, and information technology. It is non-diversified.
Full WAFMX 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.