Home › Compare › WFRPX vs JEPQ
WFRPX yields 1.10% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, WFRPX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of WFRPX + JEPQ for your $10,000?
The fund seeks to achieve its investment objective by allocating its assets among a broad range of asset classes (including but not limited to global developed and emerging market equities, global developed and emerging markets fixed income, real estate investment trusts (REITs) and commodities). It will generally have some level of investment in most of these asset classes but there is no stated limit on the percentage of assets the fund will allocate to a particular asset class.
Full WFRPX 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.