AVGB yields 3.50% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, AVGB + JEPQ cover 0 of 12 months — good coverage
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Invests primarily in investment-grade quality debt obligations from a diverse group of U.S. and non-U.S. issuers.Pursues the benefits associated with indexing (diversification, low turnover, transparency and tax efficiency) but with the ability to add value by making active investment decisions using information in current prices.Efficient portfolio management and trading process designed to enhance returns while focusing on reducing unnecessary risks and costs for investors.Built to fit seamlessly into an investor's asset allocation.
Full AVGB 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.