Home › Compare › VMVAX vs JEPQ
VMVAX yields 1.47% · JEPQ yields 11.47%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, VMVAX + 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 VMVAX + JEPQ for your $10,000?
This low-cost index fund offers exposure to mid-capitalization U.S. value stocks. Value stocks are those that may be temporarily undervalued by investors. These companies typically grow at a slower pace than the broader group of mid-sized companies. One of the fund’s key risks is that mid-capitalization stocks tend to be more volatile than large-company stocks. Investors looking to add a passively managed, mid-cap value allocation to an already diversified portfolio may wish to consider this option.
Full VMVAX 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.