Home › Compare › VHCAX vs JEPQ
VHCAX yields 10.03% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, VHCAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of VHCAX + JEPQ for your $10,000?
This aggressive growth fund invests in companies of various sizes that the managers believe will grow in time, but may be volatile in the short-term. The fund managers have a long-term perspective and ignore short-term market “noise.” This investment approach, coupled with a focus in certain market sectors, including information technology and health care, helps differentiate the fund from its benchmark and peer funds. Capital Opportunity Fund may be considered complementary to an already diversified portfolio with a long-term time horizon.
Full VHCAX 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.