Home › Compare › VSMGX vs JEPQ
VSMGX yields 5.30% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, VSMGX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of VSMGX + JEPQ for your $10,000?
The LifeStrategy Funds are a series of broadly diversified, low-cost funds with an all-index, fixed allocation approach that may provide a complete portfolio in a single fund. The four funds, each with a different allocation, target various risk-based objectives. The Moderate Growth Fund seeks to provide capital appreciation and a low to moderate level of current income. The fund holds 60% of its assets in stocks, a portion of which is allocated to international stocks, and 40% in bonds, a portion of which is allocated to international bonds. Investors with a long-term time horizon who can accept stock market volatility may wish to consider this fund.Please note: The Lifestrategy funds are subject to the risks of their underlying funds.Effective May 12, 2026, the fund’s name will change from the Vanguard LifeStrategy Moderate Growth Fund to the Vanguard LifeStrategy 60/40 Fund. The fund's investment objective, strategies, and policies will remain unchanged.
Full VSMGX 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.