Home › Compare › VRLMX vs JEPQ
VRLMX yields 17.39% · JEPQ yields 11.10%● Live data
📍 VRLMX pulled ahead of the other in Year 1
Combined, VRLMX + 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 VRLMX + JEPQ for your $10,000?
In managing the fund, the Adviser focuses primarily on one source of potential return: the receipt of option premiums from selling fully collateralized put options on equity indices. Under normal market conditions, at least 80% of the value of the fund's net assets (plus the amount of any borrowings for investment purposes) will be subject to written put options on U.S. equity securities. The fund will invest in U.S. Treasury securities of varying maturities, typically with remaining maturities of one year or less, to meet any applicable asset coverage or margin requirements on the fund's option writing strategy.
Full VRLMX 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.