VCOB yields 1.08% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, VCOB + JEPI cover 0 of 12 months — good coverage
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VCOB is an actively managed ETF seeking current income and capital appreciation. It invests in investment grade debt such as corporate, government, and mortgage-related bonds, including both US and foreign, including emerging market issuers. The portfolio may also include derivatives like options, futures, and swaps for hedging, tactical asset allocation, or enhancing returns. The fund typically maintains a dollar-weighted average duration between 3 and 10 years, based on interest rate changes. The investment process combines macroeconomic, top-down, insights with detailed bottom-up analysis, considering factors like sector allocation, security selection, and yield curve positioning. Proprietary research, quantitative analytics, and scenario-based risk testing guide investment decisions, including ESG criteria as one of multiple factors. High portfolio turnover is expected, as the management actively buys and sells holdings to capture gains, limit losses, or pursue new opportunities.
Full VCOB 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.
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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.