Home › Compare › VFWAX vs JEPQ
VFWAX yields 2.90% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, VFWAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of VFWAX + JEPQ for your $10,000?
This index fund provides investors with low-cost exposure to stock markets located outside the United States. The fund seeks to track an index that consists of companies located in developed markets, including Europe, the Pacific, and Canada, and in emerging markets. In addition to stock market risk, the fund is also subject to currency risk and country risk. Because of its exposure to emerging markets, the fund can be more volatile than other international funds. Long-term investors seeking exposure to non-U.S. markets may wish to consider this fund as part of a diversified portfolio.
Full VFWAX 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.