Home › Compare › VOHIX vs JEPI
VOHIX yields 3.64% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, VOHIX + JEPI 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 VOHIX + JEPI for your $10,000?
The fund’s investment objective is to seek to provide current income that is exempt from both federal and Ohio personal income taxes. The fund is intended for Ohio residents only. The Fund It invests primarily in high-quality municipal bonds issued by Ohio state and local governments, as well as by regional government and public financing authorities. Under normal circumstances, at least 80% of the fund’s assets will be invested in securities whose income is exempt from federal and Ohio state taxes. Although the fund has no limitations on the maturities of individual securities, its dollar-weighted average maturity is expected to be between 10 and 25 years. This low-cost municipal bond fund seeks to provide federally tax-exempt and Ohio state tax-exempt income and typically appeals to investors in higher tax brackets who reside in Ohio. The fund holds high-quality long-term Ohio municipal bonds with has an average duration of approximately 6-10 years, making its share price considerably more susceptible to changes in interest rates than shorter-term bond funds. Investors who are looking for a fund that may provide federal and Ohio state tax-exempt interest income and can tolerate interest rate risk may wish to consider this fund.
Full VOHIX Calculator →The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
Full JEPI 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.