HOML yields 23.70% · JEPQ yields 11.10%● Live data
📍 HOML pulled ahead of the other in Year 1
Combined, HOML + JEPQ cover 0 of 12 months — good coverage
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The investment seeks a return linked to the total return version of the ISE Exclusively Homebuilders Index (the âindexâ). The ETRACS Monthly Reset 2xLeveraged ISE Exclusively Homebuilders ETN due March 13, 2045 (the âSecuritiesâ) are a series of Monthly Reset 2xLeveraged Exchange Traded Access Securities (ETRACS). The index is focused exclusively on homebuilding stocks. The Securities are designed to provide a two times leveraged long exposure to the performance of the index compounded on a monthly basis, reduced by the Accrued Fees.
Full HOML 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.