HDLV yields 30.86% · JEPQ yields 11.10%● Live data
📍 HDLV pulled ahead of the other in Year 1
Combined, HDLV + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of HDLV + JEPQ for your $10,000?
The investment seeks a return linked to the performance of the price return version of the Solactive US High Dividend Low Volatility Index (the âindexâ). The Securities provide a monthly compounded two times leveraged long exposure to the performance of the index, reduced by the Accrued Fees. The index is designed to measure the performance of 40 dividend yielding, relatively lower volatility index constituent Securities from the universe of the largest 1,000 U.S. listed stocks by market capitalization.
Full HDLV 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.
Full JEPQ Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.