SPYB yields 7.09% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, SPYB + JEPQ cover 0 of 12 months — good coverage
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The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Buyback Index that tracks the performance of publicly traded issuers that have a high buyback ratio. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index provides exposure to the 100 constituent companies in the S&P 500® with the highest buyback ratio in the last 12 months. It is non-diversified.
Full SPYB 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.