Home › Compare › VRISX vs JEPQ
VRISX yields 4.31% · JEPQ yields 11.10%● Live data
📍 VRISX pulled ahead of the other in Year 2
Combined, VRISX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of VRISX + JEPQ for your $10,000?
The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of non-U.S. small- and mid-capitalization companies. The advisor intends to diversify its investments among countries and normally to have represented in the portfolio business activities of a number of different countries. Equity securities in which the fund invests include common stocks, preferred stocks and American Depositary Receipts (ADRs). It is non-diversified.
Full VRISX 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.