Home › Compare › VEVFX vs JEPQ
VEVFX yields 9.99% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, VEVFX + JEPQ cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of VEVFX + JEPQ for your $10,000?
The Explorer Value Fund invests in small and mid-sized U.S. companies that, in the advisor’s judgment, are mispriced by the market. The fund’s portfolio management teams each have over 20 years of experience investing in the value market. Because of its focus on small and mid-sized companies, the fund tends to be more volatile than stock funds that focus on larger companies. This fund may be considered complementary to an already diversified portfolio with a long-term time horizon.
Full VEVFX 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.