Home › Compare › VHCIX vs JEPI
VHCIX yields 1.72% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, VHCIX + 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 VHCIX + JEPI for your $10,000?
This low-cost index fund offers exposure to the health care sector of the U.S. equity market, which includes stocks of companies involved in providing medical or health care products, services, technology, or equipment. The fund’s main risk is its narrow scope—it invests solely in health care stocks. An investor should expect high volatility from the fund, which should be considered only as a small portion of an already well-diversified portfolio.
Full VHCIX 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.
Full JEPI Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.