Home › Compare › WAISX vs JEPQ
WAISX yields 15.85% · JEPQ yields 11.10%● Live data
📍 WAISX pulled ahead of the other in Year 1
Combined, WAISX + JEPQ cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of WAISX + JEPQ for your $10,000?
The investment seeks long-term growth of capital. The fund invests primarily in foreign companies of all market capitalizations. Under normal market conditions, it will invest the fund's assets primarily in the equity securities, typically common stock, issued by companies tied economically to foreign developed markets, which are those countries included in the MSCI EAFE Index at the time of purchase, excluding the United States. The fund may invest a large percentage of its assets in a particular region or market, including Asia, India, Japan, Europe, and the United Kingdom. It is non-diversified.
Full WAISX 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.