DVHL yields 48.16% · JEPQ yields 11.10%● Live data
📍 DVHL pulled ahead of the other in Year 1
Combined, DVHL + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of DVHL + JEPQ for your $10,000?
The investment seeks a return linked to the NYSEÂ Diversified High Income Index. The ETRACS Monthly Pay 2xLeveraged Diversified High Income ETN due November 12, 2043 (the âSecuritiesâ) are a series of Monthly Pay 2xLeveraged Exchange Traded Access Securities (ETRACS). The Securities are senior unsecured debt securities issued by UBS AG (UBS). The index measures the performance of a diversified basket of publicly-traded securities that historically have paid high dividends or distributions. The index constituent Securities must satisfy certain dividend or distribution yield and frequency criteria, liquidity criteria and other eligibility requirements.
Full DVHL 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.