Home › Compare › WBVDX vs JEPQ
WBVDX yields 13.67% · JEPQ yields 11.10%● Live data
📍 WBVDX pulled ahead of the other in Year 1
Combined, WBVDX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of WBVDX + JEPQ for your $10,000?
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of small capitalized (small cap) companies. 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 WBVDX 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.