Home › Compare › WAGCX vs JEPQ
WAGCX yields 0.07% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, WAGCX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of WAGCX + JEPQ for your $10,000?
Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies of all market capitalizations whose principal activities are economically tied to the Greater China Region. It may invest a large percentage of its assets (greater than 5%) in a few sectors, including consumer discretionary, consumer staples, financials, health care, industrials, and information technology. The fund is non-diversified.
Full WAGCX 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.