EVTR yields 4.62% · JEPQ yields 11.47%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, EVTR + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of EVTR + JEPQ for your $10,000?
Under normal circumstances, at least 80% of the fund’s net assets (plus the amount of any borrowings for investment purposes) will be invested in fixed-income securities. The fund invests primarily in a diversified mix of U.S. dollar-denominated investment grade fixed-income securities, including U.S. government, corporate, municipal, mortgage- and asset-backed securities.
Full EVTR 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.