Home › Compare › BUFHX vs JEPQ
BUFHX yields 7.08% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, BUFHX + 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 BUFHX + JEPQ for your $10,000?
The fund normally invests at least 80% of its net assets in higher-yielding, higher-risk debt securities rated below investment grade by the major rating agencies, commonly known as "junk bonds". While the fund maintains flexibility to invest in bonds of varying maturities, it generally holds bonds with intermediate-term maturities. The fund may invest in securities such as investment grade debt securities, U.S. Treasury Securities, money market funds, and equity investments, including dividend paying stocks, convertible stocks and preferred stocks.
Full BUFHX 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.