Home › Compare › VTCIX vs JEPI
VTCIX yields 1.01% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, VTCIX + JEPI 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 VTCIX + JEPI for your $10,000?
As part of Vanguard’s series of tax-managed investments, this fund offers investors exposure to the mid- and large-capitalization segments of the U.S. stock market. Its unique index-oriented approach attempts to track the benchmark, while minimizing taxable gains and dividend income by purchasing index securities that pay lower dividends. One of the fund’s risks is its exposure to the mid-cap segment of the stock market, which tends to be more volatile than the large-cap market. Investors in a higher tax bracket who have an investment time horizon of five years or longer and a high tolerance for risk may wish to consider this fund complementary to a well-balanced portfolio.Please note: It is possible that the fund will not meet its objective of being tax-efficient.With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.
Full VTCIX Calculator →The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
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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.