JEPY yields 23.74% · ORCC yields 9.79%● Live data
📍 JEPY pulled ahead of the other in Year 1
Combined, JEPY + ORCC cover 0 of 12 months — good coverage
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JEPY is actively managed which seeks consistent daily income and monthly distributions by utilizing an index put-write strategy. Any distribution that is made will be taxed at the higher ordinary income rate. The strategy involves daily selling of S&P 500 Index put options that are either at-the-money or up to 5% in-the-money, expiring the next trading day. The option positions become profitable if the S&P 500 Index increases in value. Even during periods of adverse market conditions, the fund will not seek defensive positions and it not directly or fully participate in the gains of the index. JEPY is the first put-write ETF to use daily options on the S&P 500. As such, the funds risk and return potential will fluctuate daily. A significant portion of the portfolio will be held in short-term US Treasury securities, which will serve as collateral for the short put option positions.
Full JEPY Calculator →Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.
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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.