Home › Compare › BTTTX vs JEPQ
BTTTX yields 1.85% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, BTTTX + 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 BTTTX + JEPQ for your $10,000?
The fund invests at least 80% of the value of its net assets in zero-coupon securities. It invests primarily in zero-coupon U.S. Treasury securities and their equivalents (including certain zero-coupon U.S. government agency securities), and may invest up to 20% of its assets in other zero-coupon U.S. government agency securities that are AAA-rated. Zero-coupon securities make no periodic interest or principal payments. The fund is managed to mature in the year 2020 and will be liquidated near the end of its target maturity year.
Full BTTTX 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.