VMSB yields 1.67% · JEPQ yields 11.47%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, VMSB + 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 VMSB + JEPQ for your $10,000?
VMSB aims for high current income and long-term capital appreciation. The fund actively invests in income-producing bonds, which may include corporate and government bonds, including from emerging markets, loans, asset-backed securities, and money market instruments. The fund has broad flexibility across debt instruments and derivatives, and its average duration generally ranges from 0 to 10 years, based on an interest rate risk profile. Securities may be of any credit quality. The fund can use various trading strategies, such as delayed delivery, forward commitment (including TBA trades), buy backs, and dollar rolls. It can invest in derivatives for hedging, tactical allocation, or to enhance returns. Management of the portfolio combines top-down macroeconomic views with bottom-up analysis, considering sector allocation, security selection, duration, and yield curve positioning. The team utilizes proprietary research, quantitative models, stress testing, and ongoing risk management.
Full VMSB 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.
Full JEPQ 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.