Home › Compare › VEMBX vs JEPQ
VEMBX yields 5.69% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, VEMBX + JEPQ cover 0 of 12 months — good coverage
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This fund seeks to provide total return while generating a moderate level of current income through investing in bonds in emerging economies. Like other bond funds, the fund is subject to interest rate risk; increases in interest rates may cause the price of the bonds in the portfolio to decrease, reducing the fund’s NAV. The fund is also subject to emerging markets risk—bonds in these countries tend to be more volatile and less liquid than those in developed countries—and other international risks, such as country/regional risk. The fund does subject U.S.-based investors to currency risk as it has the ability to invest in local currency denominated bonds on an unhedged basis but the majority of bonds are expected to be invested in in U.S. dollar-denominated bonds or hedged back to the U.S. dollar. Long-term, risk-tolerant investors who want to diversify their bond portfolio may wish to consider this fund.
Full VEMBX 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.