Trane Technologies plc

NVIDIA

Progressive

ServiceNow

Amazon

Mastercard

Southern Company

Visa

Microsoft

JPMorgan Equity Premium Income ETF

JEPI is an actively-managed fund that invests in large-cap US stocks and equity-linked notes (ELNs). It seeks to provide similar returns as the S&P 500 Index with lower volatility and monthly income.

JPMorgan Nasdaq Equity Premium Income ETF

JPMorgan Equity Premium Income ETF and JPMorgan Nasdaq Equity Premium Income ETF are popular high-yield monthly pay, diversified ETFs. Both give income investors more exposure to big tech than would normally be achieved without sacrificing income yield. We compare them side-by-side and offer our take on which is the better addition to a diversified income portfolio.

Big Monthly Dividends From Big Tech: JEPQ Vs. JEPI

The JPMorgan Equity Premium Income ETF produces an attractive monthly income stream. The ETF generates income from options premiums and dividends.

Why I Keep Buying This Ultra-High-Yielding ETF for Passive Income

Global X S&P 500 Covered Call ETF

2023 was a year that took many by surprise, including myself.

JEPI: Do Not Make The Same Mistake Two Years In A Row, Buy This Covered Call ETF Instead - Microsoft (NASDAQ:MSFT)

SPDR Portfolio S&P 500 ETF

SPDR S&P 500 ETF Trust

On this week's episode of ETF Prime, host Nate Geraci was joined by VettaFi Head of Research Todd Rosenbluth and Senior Industry Analyst Kirsten Chang to discuss year-to-date ETF flows and the challenges within fixed income investing. Afterward, Geraci is joined by etf.com Senior Vice President and Editor-in-Chief Kristin Myers to highlight etf.

ETF Prime: Rosenbluth and Chang on ETF Flows and More

Alerian MLP ETF

Brookfield Renewable Partners

Brookfield Infrastructure Partners L.P.

Brookfield Infrastructure

Blackstone Secured Lending Fund

iShares Core Dividend Growth ETF

Enbridge

Enterprise Products Partners

Neuberger Berman MLP Income Fund, Inc.

Realty Income Corp

Virtus InfraCap U.S. Preferred Stock ETF

Cohen & Steers Quality Income Realty Fund

Schwab US Dividend Equity ETF

Neos S&P 500 High Income ETF

Cohen & Steers Infrastructure Fund Inc

Reaves Utility Income Fund

Vanguard Dividend Appreciation ETF

Vanguard Real Estate ETF

Vanguard High Dividend Yield ETF

Utilities Select Sector SPDR Fund

Investing in high-yield, low-risk dividend stocks can generate dependable passive income while preserving and even growing principal over time. We discuss the non-negotiable bedrock principles for success in high-yield investing. We also share numerous high-yielding, low-risk dividend stocks and funds that we think fit in well with this approach.

Strategies For Building A High-Yield, Low-Risk Dividend Portfolio

Avantis U.S. Small Cap Value ETF

Active investing has picked up significant interest from investors and asset managers alike. However, not every active ETF is created equal.

Active Small-Cap ETF AVUV in Top 5 for YTD Flows

JPMorgan Equity Premium Income ETF  has failed to keep up with the total return of the S&P 500 index. The JEPI fund's portfolio includes overvalued stocks despite the defensive intent of the ETF. JEPI offers a high dividend yield but has seen shrinking dividend payouts and lacks stability in its monthly income due to the call option strategy.

JEPI: Not Working Out As Expected

JEPI's focus on low beta stocks make it a good bet on red years but causes it to underperform during green years as the fund's total beta is 0.5. Dividends are tied to the volatility levels of the market which means you are likely to see lower distributions when market is heading higher. These make this fund a decent hedge but it probably shouldn't be your main play since markets tend to go up far more often than not in the long run.

JEPI: Probably Better As A Hedge Than Your Main Play

The proliferation of options-based strategies in the last few years highlights the popularity and value for investors. Many investors now own some version of an options income strategy in their portfolio, the most popular of which is the JPMorgan Equity Premium Income Fund (JEPI).

Own JEPI? Why You Should Add SPYI

EPR Properties

Main Street Capital

STAG Industrial

Investing in high-yielding monthly dividend payers can significantly enhance your retirement. We discuss several reasons why. We discuss eight quality high-yielding monthly dividend payers.

Retirement Picks: 8 Fat Monthly Dividends For April 2024

SPDR Portfolio High Yield Bond ETF

SPDR S&P Biotech ETF

The SPDR Biotech ETF makes investing in the complicated biotechnology sector easy. The SPDR Portfolio High Yield Bond ETF generates a treasure trove of income from junk bonds.

3 Top ETFs I Plan to Buy in April

Manager Directed Portfolios - iM DBi Managed Futures Strategy ETF

Franklin Liberty High Yield Corporate ETF

SPDR Gold Trust

Natixis Gateway Quality Income ETF

Invesco S&P International Developed Momentum ETF

WisdomTree Managed Futures Strategy Fund

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides to debate controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Bull vs Bear: Do Alts Still Have a Place in 2024?

Consider purchasing JPMorgan Equity Premium Income ETF for market-like returns with moderate correlation and income generation. The JEPI ETF has a fluctuating payout but a solid track record and is expected to continue performing well. The ETF generates income through call options and equity-linked notes, providing potential gains and regular coupon payments.

JEPI ETF: Don't You Dare Put All Your Eggs In One Basket

Neos Enhanced Income Aggregate Bond Etf

Neos Enhanced Income Cash Alternative Etf

Neos Nasdaq-100 High Income ETF

The last two years benefited options-based strategies enormously as investors sought to boost their income in challenging markets. I recently sat down with Troy Cates, co-founder and managing partner at NEOS investments LLC, to talk about the firm's most recent fund launch and the mainstreaming of options-based strategies.

Troy Cates Talks Growth of Options-Based Strategies

Brookfield Asset Management

Brookfield Corp

Blackstone Group

Energy Transfer LP Unit

Mid-America Apartment Communities

iShares Preferred and Income Securities ETF 

Simon Property Group

Charlie Munger emphasized the importance of reaching a $100,000 investment portfolio to generate substantial returns through compounding. A 7% dividend yield from a $100,000 portfolio can provide a $7,000 passive income stream, covering 1-2 months of living expenses and delivering five-figure annualized total returns. We provide a sample $100,000 passive income snowball portfolio, divided into sections including ETFs, individual high-quality infrastructure, BDCs, REITs, and MLPs.

Build A $100,000 Dividend Snowball With A 7%-Yielding Portfolio

Earlier in March, I joined ETF Prime with Nate Geraci. We discussed the status of his 2024 ETF predictions.

Strong Performing Covered Call ETFs

ARK Innovation ETF

Most ETFs are index funds, but there are some excellent actively managed ETFs in the market. These three allow investors to boost their income, invest in potentially undervalued stocks, and get exposure to some of the most exciting businesses.

3 Actively Managed ETFs to Put on Your Radar in 2024

Ares Capital

BlackRock Science & Technology

Crescent Capital BDC Inc

Calamos Dynamic Convertible & Income Fund

Calamos Global Total Return Fund

Eaton Vance Enhanced Equity Income Fund II

Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Eaton Vance Tax-Advantaged Dividend Income Fund

Fidus Investment

Guggenheim Strategic Opportunities Fund

John Hancock Tax-Advantaged Dividend Income Fund

Barings Corporate Investors

PIMCO Corporate & Income Strategy Fund

PIMCO Dynamic Income Fund

John Hancock Premium Dividend Fund

PIMCO Corporate & Income Opportunity Fund

Global X NASDAQ 100 Covered Call ETF

Royce Value Trust

Global X Russell 2000 Covered Call ETF

Special Opportunities Fund Inc

Credit Suisse X-Links Crude Oil Shares Covered Call ETN

Surrounded by the smoothness of the Tuscan landscape, I have always thought that the pursuit of harmony in human activities is the first step toward happiness. I also chase a balance in investments, seeking to create a portfolio whose securities provide a steady cash flow over time and grow the nominal capital invested.

My 9% Income Portfolio - Harmony In Investment

ETFs can provide a hands-off approach to earning passive income from dividends, allowing investors to achieve financial independence. High-yield monthly dividend ETFs can help investors budget their living expenses and potentially retire earlier. In this article, we discuss five well-diversified funds that pay out monthly dividends with annualized yields ranging from 8-12%.

Retire With 8-12%-Yields: Five Funds That Pay Fat Monthly Dividends

BlackRock Advantage Large Cap Income ETF

iShares Core S&P 500 ETF

iShares Large Cap Moderate Buffer ETF

iShares Russell 2000 ETF

Invesco QQQ

BlackRock is rolling out two new exchange-traded funds that use option strategies, a hot area of the ETF market in the U.S.

BlackRock launches U.S. equity ETFs with covered-call strategies as option-based funds surge

The ongoing uncertainty of the last two years resulted in a boom for options-based strategy flows as investors sought to maximize income potential. As these strategies continue to prove popular through the first quarter of 2024, advisors don't want to miss the NEOS S&P 500 High Income ETF (SPYI).

On the Move: SPYI Nets Over $300 Million in Flows YTD

Blackrock Flexible Income ETF

Blackrock US Equity Factor Rotation ETF

Engine No 1 Transform Supply Chain ETF

Motley Fool Small-Cap Growth ETF

T.Rowe Price Small-Mid Cap ETF

Actively managed ETFs continue to gain traction. After a strong 2023, active ETFs gathered 34% of the net inflows in the first two months of 2024.

Another Strong Start For Active ETFs

iShares International Select Dividend ETF

Income-oriented investors should build portfolios that generate steady streams of portfolio income through dividends and interest payments. Many value stocks pay significant dividends, but those dividend payments (and yields) are not set in stone.

How I Generated $10,000 in Dividend Income in 2023 (and How I Plan to Increase That by 10% This Year)

Retiring with dividends provides financial freedom and security, allowing retirees to focus on enjoying their golden years and pursuing their passions. Dividend income reduces the risk of relying on capital appreciation and market volatility to fund living expenses. We compare three leading dividend ETFs to see which is the best option for retiring with dividends.

The Best ETF For Retiring With Dividends: SCHD, VIG, Or JEPI?

JPMorgan Equity Premium Income ETF is a hybrid ETF that generates monthly income while providing capital appreciation. JEPI has gained popularity and has exceeded $32 billion in assets under management. While there are risks to investing in JEPI, it has outperformed the T-Bill and chill income strategy and has the potential to appreciate further in a rate-cutting environment.

JEPI: An Enticing Combination Of Appreciation And Yield At 7.86%

News for JPMorgan Equity Premium Income ETF ETF (JEPI)