Home › Compare › BGLAX vs JEPQ
BGLAX yields 27.50% · JEPQ yields 11.10%● Live data
📍 BGLAX pulled ahead of the other in Year 1
Combined, BGLAX + JEPQ cover 0 of 12 months — good coverage
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The fund normally invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in publicly traded equity securities of infrastructure companies listed on a domestic or foreign exchange, throughout the world, including the United States. It normally will maintain exposure to securities of infrastructure companies in the United States and in at least three countries outside the United States.
Full BGLAX 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.