WCAP yields 0.04% · JEPQ yields 11.47%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, WCAP + JEPQ cover 0 of 12 months — good coverage
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WCAP seeks long-term capital growth by actively managing a narrow portfolio of companies across all market capitalization worldwide. The funds selection process uses an unconstrained approach that combines macroeconomic analysis and bottom-up fundamental research.
Full WCAP 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.
Full JEPQ Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.