Home › Compare › WFEMX vs JEPQ
WFEMX yields 10.27% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, WFEMX + JEPQ cover 0 of 12 months — good coverage
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The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of companies in emerging or frontier countries or markets. It may invest in securities of any size companies. The fund generally invests in the securities of companies domiciled in at least three different countries.
Full WFEMX 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.