Home › Compare › LDVAX vs JEPI
LDVAX yields 9.10% · JEPI yields 8.40%● Live data
📍 LDVAX pulled ahead of the other in Year 1
Combined, LDVAX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of LDVAX + JEPI for your $10,000?
Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in the component publicly listed assets included in the underlying index. The index seeks to replicate the aggregate gross performance of U.S. venture capital-backed companies by exclusively holding publicly listed assets. It does not invest in venture capital funds or start-up companies.
Full LDVAX Calculator →The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
Full JEPI Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.