Home › Compare › WCDGX vs JEPQ
WCDGX yields 15.15% · JEPQ yields 11.10%● Live data
📍 WCDGX pulled ahead of the other in Year 1
Combined, WCDGX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of WCDGX + JEPQ for your $10,000?
The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in dividend-paying equity securities. While the Advisor expects to invest primarily in common and preferred stock, it may also invest in other equity securities, including master limited partnerships ("MLPs") and American Depositary Receipts ("ADRs").
Full WCDGX 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.