Home › Compare › VHGEX vs JEPQ
VHGEX yields 13.57% · JEPQ yields 11.10%● Live data
📍 VHGEX pulled ahead of the other in Year 1
Combined, VHGEX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of VHGEX + JEPQ for your $10,000?
This fund invests in companies of various sizes from all over the globe, with the United States representing about 50% of its assets. The portfolio is made up of 500-plus stocks from more than 30 countries. The fund’s multi-manager approach—the fund uses two investment advisors that follow distinct investment approaches—can add additional diversification. In addition to stock market risk, however, the fund is also subject to currency risk and country risk. Long-term investors seeking global equity exposure and who are comfortable with the added volatility in international investing may wish to consider this fund.
Full VHGEX 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.