LBDC yields 82.47% · JEPQ yields 11.10%● Live data
📍 LBDC pulled ahead of the other in Year 1
Combined, LBDC + JEPQ cover 0 of 12 months — good coverage
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The investment seeks to provide a monthly compounded two times leveraged long exposure to the performance of the Wells Fargo Business Development Company Index. The index is intended to measure the performance of all business development companies listed on the NYSE MKT or the NASDAQ that satisfy specified market capitalization and other eligibility requirements. The index refers to the business development companies included in the Wells Fargo Business Development Company Index as the âindex constituents.â
Full LBDC 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.