Home › Compare › WEQRX vs JEPI
WEQRX yields 33.73% · JEPI yields 8.40%● Live data
📍 WEQRX pulled ahead of the other in Year 1
Combined, WEQRX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of WEQRX + JEPI for your $10,000?
Under normal circumstances, the fund invests at least 80% of its net assets in companies that meet the quantitative and qualitative screening criteria of the Adviser's proprietary workplace equality screen. Among various factors, these screening criteria seek to identify, for example, whether a company's equal employment opportunity statement prohibits discrimination based on sexual orientation and gender identity, and/or whether the company offers health benefits to same-sex partners or spouses of employees.
Full WEQRX Calculator →The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
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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.