VPLS yields 4.77% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, VPLS + JEPQ cover 0 of 12 months — good coverage
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This actively managed fund seeks to provide broadly diversified exposure primarily to the U.S. investment-grade bond market, with selective exposure to below-investment-grade bonds and debt from other countries, including emerging markets. The low-cost fund invests in U.S. Treasury, mortgage-backed, and corporate securities, and emerging markets debt of varying yields, maturities, and credit qualities. Using a disciplined, risk-controlled approach, the fund seeks to outperform its benchmark through security selection, sector allocation, and duration decisions. Like other bond funds, the fund is subject to interest rate risk; increases in interest rates may cause the price of the bonds in the portfolio to decrease, reducing the fund’s net asset value. This fund is expected to have a moderate allocation to lower-credit-quality securities, so it is also subject to credit risk; negative perceptions about an issuer’s ability to make its interest or principal payments in a timely manner may cause the price of that bond to decrease. Since the fund invests in all major segments, maturities, and qualities of the fixed income market, investors willing to accept additional risk in their fixed income allocation may consider the fund as a core bond holding.The Vanguard Core-Plus Bond ETF is a stand alone product and is separate and distinct from the Vanguard Core-Plus Bond Index ETF (BNDP) and the Vanguard Core-Plus Bond Fund (VCPIX and VCPAX). Differences in scale, certain investment processes, and underlying holdings are expected to produce different investment returns by the funds.
Full VPLS 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.