Home › Compare › WIGOX vs JEPQ
WIGOX yields 10.09% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, WIGOX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of WIGOX + JEPQ for your $10,000?
The fund invests primarily in small and micro cap foreign and domestic companies. It will invest its assets primarily in the equity securities, typically common stock, of foreign and domestic companies. The fund may invest a large percentage of its assets in a few sectors. These sectors were consumer discretionary, financials, health care, industrials, and information technology.
Full WIGOX 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.