Home › Compare › VGSRX vs JEPI
VGSRX yields 21.07% · JEPI yields 8.40%● Live data
📍 VGSRX pulled ahead of the other in Year 1
Combined, VGSRX + JEPI 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 VGSRX + JEPI for your $10,000?
The fund seeks to provide exposure to a broad portfolio of sustainable real estate companies. Under normal market conditions, it will invest at least 80% of its net assets in securities of companies principally engaged in the real estate industry that meet the Advisor’s ESG criteria. The fund invests in the securities of U.S. and non-U.S. companies with a focus on REITs or companies that the Advisor considers to be similar to REITs because of the way they are treated by tax authorities or because of the way they are required to conduct their business (“REIT-like entities”).
Full VGSRX Calculator →The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
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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.