Home › Compare › JVSCX vs JEPQ
JVSCX yields 9.56% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, JVSCX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of JVSCX + JEPQ for your $10,000?
The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of small- and mid-sized companies whose market capitalization is less than the 12-month average of the maximum market capitalization of companies included in the Russell 2500 tm Value Index. In addition, when the portfolio managers believe that market conditions are unfavorable for investing, or when he is otherwise unable to locate attractive investment opportunities, the fund's cash or similar investments may increase.
Full JVSCX 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.