Home › Compare › VGIAX vs JEPQ
VGIAX yields 11.29% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, VGIAX + JEPQ cover 0 of 12 months — good coverage
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This fund seeks to outperform the Standard & Poor’s 500 Index. The fund’s quantitative and fundamental investment approaches result in risk and sector profiles that are similar to those of its benchmark index. The fund has a total return goal, meaning that it seeks both capital appreciation and dividend income. The key risk for the fund is the volatility that comes with its full exposure to the stock market. The fund provides broad exposure to a diverse group of large U.S. companies and may be considered a primary equity holding in a portfolio.
Full VGIAX 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.