VBND yields 4.16% · JEPQ yields 11.47%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, VBND + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of VBND + JEPQ for your $10,000?
Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in the component securities of the index and TBA securities representing such component securities. The index seeks to improve the overall mix of credit quality, interest rate and yield as compared to traditional U.S. core bond indices.
Full VBND 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.