FLAT yields 2.70% · JEPQ yields 11.47%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, FLAT + JEPQ cover 0 of 12 months — good coverage
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The investment seeks to provide investors with inverse exposure to the Barclays US Treasury 2Y/10Y Yield Curve Indexâ¢. The Barclays US Treasury 2Y/10Y Yield Curve Index⢠(the "index") employs a strategy that seeks to capture returns that are potentially available from a "steepening" or "flattening", as applicable, of the U.S. Treasury yield curve through a notional rolling investment in U.S. Treasury note futures contracts. The level of the index is designed to increase in response to a "steepening" of the yield curve and to decrease in response to a "flattening" of the yield curve.
Full FLAT 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.