Home › Compare › WEIMX vs JEPQ
WEIMX yields 22.06% · JEPQ yields 11.10%● Live data
📍 WEIMX pulled ahead of the other in Year 1
Combined, WEIMX + 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 WEIMX + JEPQ for your $10,000?
The fund primarily invests in common stocks of smaller companies that have a market capitalization of $500 million or less at the time of the fund's initial investment. It focuses on micro-cap companies which appear to be underpriced relative to their "private market value." Private market value is the value which the sub-adviser believes informed investors would be willing to pay to acquire a company. The fund may also invest up to 25% of its total assets in foreign securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs").
Full WEIMX 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.