OOQB yields 13.80% · JEPQ yields 11.10%● Live data
📍 OOQB pulled ahead of the other in Year 1
Combined, OOQB + JEPQ cover 0 of 12 months — good coverage
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OOQB provides exposure to the NASDAQ-100 and Bitcoin. The fund aims for long-term capital appreciation by using US-listed futures, pooled investment vehicles, and collateral. The fund targets 100% notional exposure for the returns of each asset class or an aggregate of 200%. The strategy seeks to magnify exposure so that every $1 investment is $1 exposure each to the Nasdaq-100 and Bitcoin. The fund does not invest directly in Bitcoin but uses Bitcoin price reflected in the next or second-to-next expiring futures contract. In the case of other Bitcoin-linked investments, value is calculated by the average. Through a wholly owned Cayman Islands subsidiary, the fund can invest in futures, ETPs with similar exposure, equities, and cash and cash equivalents. The actively managed ETF has full discretion to adjust the portfolio at any given time, while maintaining its tax status. Therefore, tracking deviation may be greater than the performance of the Nasdaq-100 or Bitcoin.
Full OOQB 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.