Home › Compare › VGWAX vs JEPQ
VGWAX yields 6.59% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, VGWAX + 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 VGWAX + JEPQ for your $10,000?
This fund offers exposure to U.S. and foreign stocks (about two-thirds of the portfolio) and U.S. and foreign bonds (one-third of the portfolio). The fund offers broad diversification by investing in stocks and bonds across all economic sectors. This is important because one or two holdings should not have a sizeable impact on the fund. Because it invests in U.S. and foreign stocks and investment-grade bonds, the fund is subject to both currency risk and country risk. Investors with a long-term time horizon who want growth and some income—and who are willing to accept stock and bond market volatility—may wish to consider this fund.
Full VGWAX 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.