Home › Compare › VMLTX vs JEPQ
VMLTX yields 3.05% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, VMLTX + 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 VMLTX + JEPQ for your $10,000?
This low-cost municipal bond fund seeks to provide income exempt from federal taxes and typically appeals to investors in higher tax brackets. The fund holds high-quality short-term municipal bonds with an average duration of approximately 2 years, a bit longer than the Short-Term Tax-Exempt Fund. Risks of the fund include the fact that changes in interest rates, both up and down, can affect the fund by resulting in lower bond prices or an eventual decrease in income for the fund. Investors who are looking for a modest level of federal tax-exempt interest income and can tolerate some income and share price risk may wish to consider this fund.
Full VMLTX 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.