Home › Compare › WEQRX vs JEPQ
WEQRX yields 33.73% · JEPQ yields 11.10%● Live data
📍 WEQRX pulled ahead of the other in Year 1
Combined, WEQRX + 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 WEQRX + JEPQ 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 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.