Home › Compare › BILTX vs JEPQ
BILTX yields 4.56% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, BILTX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of BILTX + JEPQ for your $10,000?
Under normal market conditions, the advisor intends to invest at least 80% of the fund's net assets (plus the amount of borrowings for investment purposes) in "Infrastructure Investments." Infrastructure Investments include any assets or projects that support the operation, function, growth or development of a community or economy. The fund may invest without limit in Infrastructure Investments in the United States or in foreign countries, including emerging market countries.
Full BILTX 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.