My $100,000 Dividend Portfolio Decision — JEPI, SPYI, Or XYLD

Benzinga · Oct 15 11:52

So far in 2024, SPYI has offered a higher yield at 8.9% against JEPI's 5.1% and XYLD's 6.9%.
Both XYLD and SPYI benefit from more favorable tax treatment due to Section 1256 contracts, which could mean more net income after taxes compared to JEPI.
JEPI has delivered a total return of 13.3% during the first nine months of 2024 — capturing only 58% of the S&P 500 Index's total return.
If broad market strength continues, SPYI's strategy seems better positioned due to its out-of-the-money calls and diversified holdings.
In volatile or declining markets, JEPI's lower volatility might appeal to those prioritizing...

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more

My $100,000 Dividend Portfolio Decision — JEPI, SPYI, Or XYLD

Risk Disclaimer