Home › Compare › VOHIX vs JEPQ
VOHIX yields 3.64% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, VOHIX + 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 VOHIX + JEPQ 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 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.