Home › Compare › VIAAX vs JEPQ
VIAAX yields 2.20% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, VIAAX + 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 VIAAX + JEPQ for your $10,000?
This fund offers investors a low cost way to gain exposure to high-quality international companies that have both the ability and the commitment to grow their dividends over time. The fund seeks to track a modified market cap weighted benchmark of all-capitalization developed and emerging markets stocks outside the United States with a history of increasing annual dividend payments. Because it invests in non-U.S. stocks, the fund can be more volatile than a domestic fund. Another risk is the possibility that returns from dividend-paying stocks will trail returns from the overall stock market during any given period. This fund may be appropriate for long-term investors seeking some income and exposure to international dividend-focused companies.With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.
Full VIAAX 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.