OOTO yields 100.27% · JEPQ yields 11.10%● Live data
📍 OOTO pulled ahead of the other in Year 1
Combined, OOTO + JEPQ cover 0 of 12 months — good coverage
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The index is provided by MV Index Solutions GmbH (the “index provider”) and is comprised of U.S. -listed stocks, including depository receipts, of companies that are “Travel and Vacation” companies, as defined by the index provider. The fund invests at least 80% of its net assets in financial instruments, such as swap agreements, securities of the index, and ETFs that track the index and other financial instruments that provide daily leveraged exposure to the index or to ETFs that track the index. The fund is non-diversified.
Full OOTO 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.