Home › Compare › VGEAX vs JEPQ
VGEAX yields 18.23% · JEPQ yields 11.10%● Live data
📍 VGEAX pulled ahead of the other in Year 1
Combined, VGEAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of VGEAX + JEPQ for your $10,000?
The fund invests at least 80% of its assets in equity securities or equity-linked instruments of issuers located in Europe, including issuers in emerging markets countries. Equity-linked securities are hybrid debt securities whose return is connected to an underlying equity, usually a stock. The subadviser intends to diversify its investments among countries and normally to have represented in the portfolio business activities of a number of different countries. In determining the "location" of an issuer, the subadviser primarily relies on the country where the issuer is incorporated.
Full VGEAX 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.