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JPMorgan Asset Management (Canada) Inc. TORONTO, Sept. 24, 2026 (GLOBE NEWSWIRE) -- J. P. Morgan Asset Management (JPMAM)* today announced the final September 2026 cash distributions for the below listed JPMorgan ETFs. The JPMorgan ETFs tr…
Dave Nadig talks through his zine at the ETF Oasis at Future Proof ETFs are like family to me. I've spent most of my career in the ETF weeds, and for what felt like pretty noble reasons: they've made investing cheaper, easier and more tran…
Quick Read Social Security withholds $1 for every $2 earned above the annual cap, creating an income gap three ETFs can fill. JEPI delivers a high-single-digit yield in 12 monthly payments, mirroring Social Security's cadence, while RDVY h…
Quick Read FYEE has outpaced JEPI by roughly $9,400 on a $100K stake in 2026, gaining 12.4% versus JEPI's 4.42% price return. FDVV matches FYEE's roughly 13% year-to-date price gain without a covered call overlay but delivers a lower cash…
Quick Read A blended portfolio of 40% SCHD, 20% DGRO, 25% JEPI, and 15% O produces a 4.7% blended yield, requiring roughly $411,000 in capital for $1,600 monthly income. Reinvesting dividends cuts the timeline from 34 years to about 20 yea…
Quick Read A $476,000 portfolio blending JEPI, SCHD, and three other funds at a 5.7% blended yield generates $2,250 monthly, exceeding the average Social Security check. Aggressive yields in the 10 to 12 percent range require only $225,000…
Quick Read JEPI's $44.7B covered-call strategy pays ~8% monthly but has returned just 3.68% in 2026 as compressed volatility shrinks the option premiums funding distributions. RSPA, Invesco's equal-weight S&P income ETF, charges 0.29% vers…
Matt Kaufman, Global Head of ETFs at Calamos Investments joins Scarlet Fu and Eric Balchunas on "Bloomberg ETF IQ." They discuss what autocallables are and the firm's own laddered fund (ticker: CAIE). Video Transcript 00:00 Speaker A Matt,…
Quick Read Replacing a married couple's $3,250/month Social Security income requires roughly $975,000 in conservative dividend ETFs like SCHD or as little as $325,000 in high-yield products. A blended portfolio of 30% SCHD, 20% VYM, 20% HD…
Quick Read Account location often matters more than yield: placing JEPI in a Roth IRA eliminates taxes on income taxed at up to 37% in taxable accounts. A 24%-bracket investor loses $14,400 annually holding $60,000 of REIT income like VICI…
Quick Read JEPI, DIVO, and GPIX each pay near 8% monthly yields while growing share price by writing calls on only a portion of holdings. GPIX has beaten SPY with an 80% return since its 2023 launch by capping its options overlay at just 2…
Quick Read Replacing $6,350 monthly in dividends requires $2.18M at a 3.5% yield, $1.39M at 5.5%, or $762K at 10%, but higher yields carry greater principal erosion risk. A blended portfolio of SCHD, NNN, and MAIN across six funds produces…
Quick Read Five covered-call ETFs yield 8% to 14% monthly by writing options against large-cap U.S. equity portfolios, putting them at double to triple the 10-year Treasury rate near 5%. Nasdaq-100 funds post higher yields than S&P 500 fun…
Buying and holding high-quality companies or exchange-traded funds (ETFs) is an excellent way to build wealth over a long-term time horizon. But some investors prioritize passive income over long-term capital appreciation to supplement ret…
Quick Read SCHD's 27% YTD gain and JEPI's monthly income stream let retirees trim an 80% equity position without abandoning growth or cash flow. IVV's 0.03% expense ratio makes it the ideal landing spot for trimmed winners, keeping broad S…
Quick Read Generating $2,200 monthly in dividends requires between $264,000 at a 10% yield and $754,000 at a 3.5% yield, with higher yields carrying greater principal erosion risk. A blended portfolio of SCHD (35%), DGRO (25%), VYM (20%),…
Quick Read JEPI's September payment dropped 13% from January, but the real nine-month cumulative decline is only 3%, costing a 1,000-share holder just $104. JEPI's one-year total return of 7% lags SPY and JEPQ, which returned between 15% a…
Quick Read SPYI and QQQI use listed index call overlays to deliver yields in the 12 to 14 percent range, with between 94 and 99 percent of distributions classified as Return of Capital, which defers taxes. JEPI and JEPQ use equity-linked n…
Quick Read One dollar over the $218,000 MAGI threshold triggers $2,298 in extra annual Medicare premiums for a retired couple filing jointly. JEPI's distributions land as ordinary income in taxable accounts, but SPYI and QQQI classify up t…
Quick Read A 7.3% annuity payout beats the portfolio's mid-5% blended yield, but only by spending down the buyer's own principal on a fixed, irreversible schedule. PFF paid just $0.03 in March 2026 versus $0.14 in surrounding months, with…
Quick Read A $710,000 annuity pays a 65-year-old male roughly $54,000 to $58,000 annually for life, though the principal is forfeited entirely at death. A moderate 6% dividend portfolio generates $42,600 yearly while keeping principal inta…
Quick Read FYEE returned 10.44% year-to-date versus JEPI's 3.85%, while both delivered nearly identical cash income on a $100K position. FYEE holds mega-cap growth stocks like NVIDIA and Apple directly, writing SPX index calls to fund dist…
Quick Read SCHD has compounded its payout every year since 2011, while JEPI's monthly distributions have fallen from $0.62 in 2022 to $0.37 as volatility compressed. JEPI's covered-call overlay capped its 2026 return at roughly 5% year-to-…
Quick Read A ~$1.7M portfolio split evenly between SCHD and JEPI targets $7,700/month using each fund's forward payout rate. JEPI's monthly distributions have dropped sharply since 2022 as volatility fell, and recent payouts still vary fro…
balance SCHD (Schwab U.S. Dividend Equity ETF) is a low-cost index fund that owns about 100 high-quality, dividend-growing companies that are built for rising income and long-term total return. JEPI (JPMorgan Equity Premium Income ETF) is…
Quick Read Blending JEPQ, SPYI, and DIVO in equal proportions produces a yield in the 9% to 10% range, generating over $70,000 annually from $750,000 without eroding principal. SPYI uses SPX index options under Section 1256 tax treatment,…
Quick Read A $10,000 JEPI investment at its 2020 launch now generates $127 monthly while shares have nearly doubled to $57, delivering a 96% total return. JEPI's equity-linked note structure lets underlying stocks appreciate while the note…
Quick Read PCOV launched at ~$25 and charges a 0.34% expense ratio, challenging JEPI's $44.7 billion dominance in the equity premium income ETF space. Rivals SPYI and DIVO each use distinct options strategies, meaning PCOV must disclose it…
Quick Read PCOV launched at ~$25 a share with a 0.34% expense ratio, competing directly against JEPI's $44.7 billion empire of equity premium income. SPYI and DIVO are also established rivals, each using different options strategies PCOV m…
Quick Read Generating $6,400 monthly requires roughly $1.6 million invested, a sum more than six times the average 401(k) balance for savers aged 60 to 64. Three of the five sleeves currently pay less income than a year ago, quietly shrink…
Quick Read Spending the IRA first while delaying Social Security to 70 earns roughly 8% per year. Four ETFs fund the bridge years by covering different spending time horizons without forcing sales in down markets: SGOV, JEPI, VYM, and AGG…
Quick Read JEPQ's annualized forward distribution of $8.19 nearly doubles JEPI's $4.46, driven by the Nasdaq-100's structurally higher implied volatility premium. JEPQ's 20.69% one-year total return more than doubles JEPI's 9.21%, and its…
Quick Read JEPI's covered calls cap equity gains and tax distributions at up to 37%, while KO delivered 178% over ten years with qualified dividends. JNJ's 64-year dividend streak is backed by 28 billion-dollar revenue platforms, with mana…
Quick Read NLY yields 13.1% and AGNC pays monthly, but both distribute entirely as ordinary income, costing taxable-account holders roughly $10,200 annually per $500,000. BDCs like ARCC and MAIN flow distributions as ordinary income, makin…
Quick Read SCHD's 62% five-year return and growing qualified dividends make it the stronger core retirement holding over JEPI's higher but options-capped 8% yield. JEPI's ELN premium is taxed as ordinary income, not qualified dividends, qu…
Quick Read GPIX matches SPY's 13% year-to-date total return while paying an 8% distribution rate, a feat traditional covered-call funds rarely achieve. XYLD and JEPI trail at 10% and 6% YTD because writing calls against 100% of holdings su…