Home › Compare › LUBAX vs JEPQ
LUBAX yields 4.42% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, LUBAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of LUBAX + JEPQ for your $10,000?
Under normal conditions, the fund pursues its investment objective by investing at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in investment grade debt securities of various types. It invests only in debt securities rated investment grade at the time of purchase or determined by Lord Abbett to be of comparable quality.
Full LUBAX 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.