Home › Compare › VGSRX vs JEPQ
VGSRX yields 21.07% · JEPQ yields 11.10%● Live data
📍 VGSRX pulled ahead of the other in Year 1
Combined, VGSRX + 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 VGSRX + JEPQ 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 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.