LDRX yields 1.28% · BTI yields 5.40%● Live data
📍 BTI pulled ahead of the other in Year 1
Combined, LDRX + BTI cover 0 of 12 months — good coverage
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LDRX seeks total return in the large-cap equity space with a short-term options overlay. The fund targets companies considered market leaders or those exhibiting improving business fundamentals and favorable financial characteristics such as low earnings variability, attractive valuation ratios, and manageable leverage. The fund writes deep out-of-the-money call and put options, typically with 1-7 day expirations, on broad market indices like the S&P 500 to enhance income. The strategy aims to capture premium income from contracts that are likely to expire worthless, though it also limits upside participation and introduces downside risk in volatile markets. The fund may also hold ETFs, hold short-term US Treasuries as collateral, and lend securities for additional income. As a defensive measure, assets may fully shift to cash. Before May 5, 2025, LDRX was a mutual fund called Chestnut Street Exchange Fund before converting to an ETF structure, starting with $166.93 million in assets.
Full LDRX Calculator →British American Tobacco p.l.c. provides tobacco and nicotine products to consumers in the Americas, Europe, the Asia-Pacific, the Middle East, Africa, and the United States. It offers vapour, heated, and modern oral nicotine products; combustible cigarettes; and traditional oral products, such as snus and moist snuff. The company provides its products under the Vuse, glo, Velo, Grizzly, Kodiak, Dunhill, Kent, Lucky Strike, Pall Mall, Rothmans, Newport, Natural American Spirit, and Camel brands. The company distributes its products to retail outlets. British American Tobacco p.l.c. was founded in 1902 and is based in London, the United Kingdom.
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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.