Home › Compare › BSVSX vs JEPQ
BSVSX yields 15.67% · JEPQ yields 11.10%● Live data
📍 BSVSX pulled ahead of the other in Year 1
Combined, BSVSX + 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 BSVSX + JEPQ for your $10,000?
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. Although it invests principally in U.S. companies, the fund may invest up to 15% of its total assets in equity securities of foreign companies. Equity securities in which the fund may invest include common stocks, preferred stocks, American Depositary Receipts (“ADRs”) or other depositary shares or receipts, rights, warrants, exchange-traded funds (“ETFs”), and options whose reference asset is an equity security or equity securities index. The fund is non-diversified.
Full BSVSX 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.