Home › Compare › GVMCX vs JEPQ
GVMCX yields 3.74% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, GVMCX + 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 GVMCX + JEPQ for your $10,000?
Under normal circumstances, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) will be invested in common stocks of mid-cap companies and shares of ETFs that invest primarily in common stocks of mid-cap companies. It will generally invest in securities whose market capitalizations fall within the range of the market capitalizations of the S&P MidCap 400 Index at the time of purchase.
Full GVMCX 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.