Home › Compare › VLAIX vs JEPQ
VLAIX yields 13.46% · JEPQ yields 11.10%● Live data
📍 VLAIX pulled ahead of the other in Year 1
Combined, VLAIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of VLAIX + JEPQ for your $10,000?
To achieve the fund's investment objective, the adviser invests in a broad range of common stocks, bonds and money market instruments. The Adviser attempts to achieve its objective by following an asset allocation strategy that enables the Adviser to periodically shift the assets of the fund among three types of securities: (a) common stocks, (b) debt securities with maturities of more than one year that are principally rated investment grade and (c) money market instruments.
Full VLAIX 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.