Home › Compare › VTMNX vs JEPQ
VTMNX yields 2.94% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, VTMNX + 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 VTMNX + JEPQ for your $10,000?
This index fund provides investors low-cost, diversified exposure to large-, mid-, and small-capitalization companies in developed markets outside of the United States. Since its focus is on non-U.S. stocks, the fund can be more volatile than a domestic fund. In addition to stock market risk, the fund is also subject to currency risk and because the fund may invest a large portion of its assets in securities of companies located in any one country or region, its performance may be hurt disproportionately by the poor performance of its investments in that area. Long-term investors may wish to consider this fund as a complement to a well-balanced domestic equity portfolio.
Full VTMNX 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.