Home › Compare › GVIRX vs JEPQ
GVIRX yields 6.49% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, GVIRX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of GVIRX + JEPQ for your $10,000?
The fund invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) (Net Assets) in dividend-paying equity investments in large-cap U.S. issuers with public stock market capitalizations within the range of the market capitalization of the S&P 500® Index at the time of investment. It invests primarily in a diversified portfolio of common stocks of large-cap U.S. issuers represented in the S&P 500® Index.
Full GVIRX 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.