Home › Compare › WMICX vs JEPQ
WMICX yields 23.84% · JEPQ yields 11.10%● Live data
📍 WMICX pulled ahead of the other in Year 1
Combined, WMICX + 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 WMICX + JEPQ for your $10,000?
The fund invests at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities, typically common stock, of micro-capitalization companies. The adviser considers a company to be a micro-capitalization company if its market capitalization, at the time of purchase, is less than the larger of $1.5 billion or the market capitalization of the largest company in the Russell Microcap® Index. It may invest up to 30% of its total assets at the time of purchase in equity securities issued by foreign companies.
Full WMICX 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.