Home › Compare › VCMDX vs JEPQ
VCMDX yields 12.91% · JEPQ yields 11.10%● Live data
📍 VCMDX pulled ahead of the other in Year 1
Combined, VCMDX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of VCMDX + JEPQ for your $10,000?
This fund’s purpose is to serve investors as a potential hedge against inflation risk and as further diversification for a traditional stock/bond portfolio. The fund will rely on commodity derivative securities to maximize inflation protection by seeking to outperform its benchmark and reduce the long-term volatility of a well-diversified, balanced portfolio. The commodity-linked exposure will be collateralized with a mix of short-term Treasury inflation-protected securities (TIPS) and Treasury bills (T-bills).
Full VCMDX 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.