Home › Compare › WBSIX vs JEPQ
WBSIX yields 7.62% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, WBSIX + 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 WBSIX + JEPQ for your $10,000?
The fund normally invests at least 80% of its net assets in stocks of small capitalized (small cap) companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments, of small cap domestic growth companies that are expected to exhibit quality growth characteristics. For purposes of the fund, the advisor considers a company to be a small cap company if it has a market capitalization no larger than the largest capitalized company included in the Russell 2000® Index at the time of the fund's investment.
Full WBSIX 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.