My $100,000 Dividend Portfolio Decision — JEPI, SPYI, Or XYLD
Performance Comparison of ETFs: In 2024, SPYI has outperformed JEPI and XYLD with a total return of 16.5%, while JEPI captured only 58% of the S&P 500's return at 13.3%. SPYI also offers a higher yield of 8.9% compared to JEPI's 5.1% and XYLD's 6.9%.
Tax Efficiency and Strategy: Both SPYI and XYLD benefit from favorable tax treatment through Section 1256 contracts, allowing for better net income after taxes compared to JEPI, which uses Equity Linked Notes that are taxed as ordinary income.
Trade with 70% Backtested Accuracy
Analyst Views on QQQY
No data
About the author
Evolve Reveals August 2025 Distribution Plans for Selected Evolve Funds
Distribution Announcement: Evolve Funds Group Inc. announced distribution amounts per unit for various funds, with ex-dividend dates set for August 27 and August 29, 2025.
Cash Distribution Dates: Unitholders will receive cash distributions on or about September 8, 2025, based on the record date of their respective funds.
Monthly Distributions Listed: The announcement includes specific monthly distribution amounts for several funds, such as $0.10000 for the Canadian Aggregate Bond Enhanced Yield Fund and $0.10228 for the High Interest Savings Account Fund.
Investment Risks: The release emphasizes that investments in ETFs and mutual funds carry risks, and potential investors are encouraged to read the prospectus for detailed information.
Triple-witching: $4.5T options contracts set to expire
Market Volatility and Triple-Witching Event: The first "triple-witching" event of the year is set to occur, with approximately $4.5 trillion in options contracts expiring, which typically leads to increased market volatility as traders adjust their positions.
Impact of Federal Reserve and Future Events: A dovish stance from the Federal Reserve has calmed investors amid existing market volatility, while upcoming events, such as the expiration of a significant put position by JPMorgan Hedged Equity Fund, are anticipated to influence market dynamics further.
My $100,000 Dividend Portfolio Decision — JEPI, SPYI, Or XYLD
Performance Comparison of ETFs: In 2024, SPYI has outperformed JEPI and XYLD with a total return of 16.5%, while JEPI captured only 58% of the S&P 500's return at 13.3%. SPYI also offers a higher yield of 8.9% compared to JEPI's 5.1% and XYLD's 6.9%.
Tax Efficiency and Strategy: Both SPYI and XYLD benefit from favorable tax treatment through Section 1256 contracts, allowing for better net income after taxes compared to JEPI, which uses Equity Linked Notes that are taxed as ordinary income.
Defiance Announces Shift to Weekly Distributions and Name Change for 0DTE Income ETF Suite
ETF Renaming and Strategy Update: Defiance ETFs has renamed its Daily Options Income ETFs to include "0DTE" in their titles, reflecting a shift towards same-day expiration options and an enhanced income strategy targeting weekly distributions instead of monthly.
Company Background: Founded in 2018, Defiance ETFs focuses on thematic and income-based investing, offering actively managed options ETFs aimed at enhancing income for investors.
Defiance ETFs Announces Monthly Distributions on $QQQY (105.45%), $JEPY (72.04%), $IWMY (110.96%), $SPYT (20.12%), $USOY (75.17%), and $QQQT (20.06%)
Monthly Distributions Announced: Defiance ETFs has announced monthly distributions for several of its funds, including QQQY, JEPY, IWMY, SPYT, USOY, and QQQT, with varying distribution rates and payment dates set for September 5, 2024.
Investment Risks Highlighted: The announcement emphasizes the risks associated with investing in these ETFs, including market volatility, distribution variability, and potential losses due to high portfolio turnover and liquidity issues.
Evolve Reveals August 2025 Distribution Plans for Selected Evolve Funds
Distribution Announcement: Evolve Funds Group Inc. announced distribution amounts per unit for various funds, with ex-dividend dates set for August 27 and August 29, 2025.
Cash Distribution Dates: Unitholders will receive cash distributions on or about September 8, 2025, based on the record date of their respective funds.
Monthly Distributions Listed: The announcement includes specific monthly distribution amounts for several funds, such as $0.10000 for the Canadian Aggregate Bond Enhanced Yield Fund and $0.10228 for the High Interest Savings Account Fund.
Investment Risks: The release emphasizes that investments in ETFs and mutual funds carry risks, and potential investors are encouraged to read the prospectus for detailed information.
Triple-witching: $4.5T options contracts set to expire
Market Volatility and Triple-Witching Event: The first "triple-witching" event of the year is set to occur, with approximately $4.5 trillion in options contracts expiring, which typically leads to increased market volatility as traders adjust their positions.
Impact of Federal Reserve and Future Events: A dovish stance from the Federal Reserve has calmed investors amid existing market volatility, while upcoming events, such as the expiration of a significant put position by JPMorgan Hedged Equity Fund, are anticipated to influence market dynamics further.
My $100,000 Dividend Portfolio Decision — JEPI, SPYI, Or XYLD
Performance Comparison of ETFs: In 2024, SPYI has outperformed JEPI and XYLD with a total return of 16.5%, while JEPI captured only 58% of the S&P 500's return at 13.3%. SPYI also offers a higher yield of 8.9% compared to JEPI's 5.1% and XYLD's 6.9%.
Tax Efficiency and Strategy: Both SPYI and XYLD benefit from favorable tax treatment through Section 1256 contracts, allowing for better net income after taxes compared to JEPI, which uses Equity Linked Notes that are taxed as ordinary income.
Defiance Announces Shift to Weekly Distributions and Name Change for 0DTE Income ETF Suite
ETF Renaming and Strategy Update: Defiance ETFs has renamed its Daily Options Income ETFs to include "0DTE" in their titles, reflecting a shift towards same-day expiration options and an enhanced income strategy targeting weekly distributions instead of monthly.
Company Background: Founded in 2018, Defiance ETFs focuses on thematic and income-based investing, offering actively managed options ETFs aimed at enhancing income for investors.
Defiance ETFs Announces Monthly Distributions on $QQQY (105.45%), $JEPY (72.04%), $IWMY (110.96%), $SPYT (20.12%), $USOY (75.17%), and $QQQT (20.06%)
Monthly Distributions Announced: Defiance ETFs has announced monthly distributions for several of its funds, including QQQY, JEPY, IWMY, SPYT, USOY, and QQQT, with varying distribution rates and payment dates set for September 5, 2024.
Investment Risks Highlighted: The announcement emphasizes the risks associated with investing in these ETFs, including market volatility, distribution variability, and potential losses due to high portfolio turnover and liquidity issues.
