Home › Compare › WEHIX vs JEPQ
WEHIX yields 5.18% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, WEHIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of WEHIX + JEPQ for your $10,000?
The fund's investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. It invests the majority of its assets in the common stock of medium-sized companies. If there is cash available for investment and there are not securities that meet the fund's investment criteria, it may invest without limitation in high-quality cash and cash equivalents such as U.S. government securities or government money market fund shares.
Full WEHIX 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.