Home › Compare › TVFMX vs JEPQ
TVFMX yields 15.71% · JEPQ yields 11.10%● Live data
📍 TVFMX pulled ahead of the other in Year 1
Combined, TVFMX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of TVFMX + JEPQ for your $10,000?
The fund invests at least 80% of its net assets, plus the amount of borrowings for investment purposes, in securities of large-capitalization companies that comprise the index at the time of initial purchase. The index consists of common stock of companies, and units of beneficial ownership in real estate investment trusts ("REITs"), in the Dow Jones U.S. Large-Cap Total Stock Market Index SM.
Full TVFMX 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.