Home › Compare › WBGSX vs JEPQ
WBGSX yields 49.67% · JEPQ yields 11.10%● Live data
📍 WBGSX pulled ahead of the other in Year 1
Combined, WBGSX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of WBGSX + JEPQ for your $10,000?
The fund invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), of U.S. growth companies of all sizes that are expected to exhibit quality growth characteristics. It invests primarily in equity securities issued by companies that typically have market capitalizations no smaller than the smallest capitalized company, and no larger than the largest capitalized company, included in the Russell 3000® Index.
Full WBGSX 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.