*Happy Friday Everybody! I was very excited to get this update out to you based on the previous video feedback. Let me know what you think by leaving your $0.02 in the comments! Have a great weekend!*
What if Total Return et all was also shown as percentage so the young and the old could be looked at? Ghods you're going to be able to pay for a few collage educations because there's so many new ETF's created each month.
Thank you for the work you put into this. Look forward to the High Yield ETF comparison. Thank you for listening to the feedback and employing it. Your willingness to do so is why I watch and recommend your videos. Happy Holiday!!
Hopefully xdte can recover my spyi jumped with market % where xdte flat lined on the recovery yesterday. Lots nav erosion i am guessing we will see but not looking good for xdte capital this month.
@@Adventure5619 It should, its the S&P, I bought into XDTE on inception so my CA was around fifty dollars and change, I'm not a believer in DCA up on CC ETFs, and I don't drip into if I'm in the green, that said Thursday and Friday was the exception e, so Im close to fifty-one dollars a share now, but I know how you feel, when JEPI came out in 2021 I did a few bulk purchases from the 58 dollar range, to 63 dollar range, and here we are about to go into 2025 and Im still in the red with this etf LOL, its worst ETF in history I'm no were near where my dividends have offset my investment, maybe another ten years haha, anyhow I know now not to DCA up, on these types of funds
Thanks for putting all this together! I'm a huge fan of YMAX, my only core position for "income" generation in my portfolio lol love to see the fund's total return, despite the share price depreciation.. its about everything together. good performer.
I think i'm going to stick with DIVO, it's a pretty well ran fund with a history and overall in the top for total returns. I also own all the other Amplify CWP funds of IDVO and QDVO as well and they have all performed pretty satisfactory as well. As always, thanks for the great content and the work you put into them
why divo overall return are not good because it is not comparable to the other mainly based on sp500 and qqq. DIVO basically is bunch of dow jones company and been just all blue chip it does more admirable job.
I noticed you missed SPYI by NEOS. I mention it because it has a longer track record, better performance, higher yield, and higher AUM than many included, and I'm certain it would have been a top contender.
I didn’t miss the NEOS funds. They were excluded because they are not pure covered call ETF’s. They utilize credit spreads at times which makes it more of an 🍎 to 🍊 situation. All NEOS funds will be included in the ALL-UP high-yield ETF review. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Joe . Thank you for your info. I really enjoyed the video on QYLD where you explained that they seem to have stopped the capital erosion by moderating the dividend . It's about the only Etf I can buy through trading 212 in Europe but it's been great with strong dividends and capital growth. Have a great Christmas 🎄 and a prosperous 2025 😊😊
Perhaps adding a benchmark comparison and keeping them in their respective groups would be more beneficial. This is how I've been tracking them all using Snowball Analytics for a while now. I don't want a FEPI or AIPI to be 50% of my portfolio, but it would be more appropriate for SPY and/ or QQQ covered call funds. -Cheers!
No, dividends are assumed to be used to live on and not reinvested. I will consider adding that feature though for future videos. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
I watched both of the last 2 video's you put out on the covered call etf's which is very well done. My thinking was to add to klip for max income. Than I would take a lot of the income and move it down to a smaller income but more capital preservation and growth. Like a 4 or 5 step down process. My thinking would be to accumulate more wealth over time with better income later on. I am thinking that yieldmax(ymag) or Rex fang(fepi) would work better for good income and capital preservation.
Third note…..super happy to see the YLG funds get some more love! I’ve been told for the field and what they do it’s better to hold others but they treat me well
You missed all of NEOS... SPYI has over $2B in AUM and is taxed advantaged. They also have QQQI, IWMI, etc etc. I own SPYI and it's doing pretty well when stacked against your top 10.
I didn't MISS NEOS. They employ Credit Spreads as opposed to PURE covered calls so it would have been Apples vs. Oranges. They WILL BE included in my High-Yield ETF review for sure. THANK YOU for watching and for leaving your $0.02 in the comments! 😎👍🏻
@@johnsonch7292 a covered call is when a person owns enough of the underlying equity for each covered call contract they sell. A credit spread is buying a lower cost contract and selling a higher cost contract against it.
Good info. Would be cool if u gave updated thoughts on SPYT or the 0dte funds in general? They seem intriguing logically and they're popping up everywhere
NEOS ETF's employ credit spreads as opposed to pure covered calls so they wouldn't be in this list. They WILL BE included in our High-Yield Review COMIGN SOON! THANK YOU for watching and for leaving your $0.02 in the comments! 😎👍🏻
I haven't. I don't personally believe it's a great way to invest and in MOST cases investors would be LIVING on the distributions as opposed to reinvesting them. Just my $0.02 though. THANK YOU for watching @joenugent3994 and for leaving your $0.02 in the comments! 😎👍🏻
The only metric that matters to me, is total returns. In these videos you did total returns by just adding the ending balance and total income. Which is nice to see, but for me, I’d also like to see total returns with DRIP active. But great video again. Love these comparison videos.
Any explanation why the JEPQ and GPIQ are very close to each other (both $126k), but the JEPI and GPIX are so far apart?($115k vs $124k) shouldn't they also be similar as they both track the SP500?
Correct, I believe it’s because JEPI models the S&P 500 instead of actually tracking it. Just my $0.02. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
….concerning my last comment…. I can’t blame you for not calculating total returns while including the drip. I’m sure it’s a huge pain in the neck, and probably super time consuming. But keeping that in mind, I think (just speculating here) that once RDTE has had a year under its belt, it will outperform all these others, in total returns, with drip engaged. Small cap indexes don’t get the massive upswings, and stay fairly flat. So I think RDTE is going to be bangin. Assuming a stable, slow bull market. Or even a flat market. I’m sure all of these will likely tank hard in a bear market. Assumption anyway. So far RDTE has paid me fat fat money, exceeding QDTE. But I think part of that is that they issued more shares of QDTE and XDTE which diluted the dividends. Either way I think RDTE is gonna slam. But we shall see. Thanks again for these great videos.
I didn’t miss the NEOS funds. They were excluded because they are not pure covered call ETF’s. They utilize credit spreads at times which makes it more of an 🍎 to 🍊 situation. All NEOS funds will be included in the ALL-UP high-yield ETF review. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Because these are single stock ETF’s and I mentioned in my original video that we were going to exclude them based on that fact and they would get their own YieldMax video + they would be included in an ALL-UP video. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Did I miss something? How is it possible that QDTE has a dividend yield of 25.3% and paid an income of $18k and YMAG has a dividend yield of 53.18% (double) and paid the same income of $18K?
Example. I bought a bunch of exonmobile for $40 ea. When it was at $120ea I made the same dividend per share as someone that bought it at $120 but I made a better percentage because I paid 3x less to get the same dividend.
I am looking at his 6 month income column. Both funds purchased 100k worth of stock, close to the same date. Stock A (YMAG@53.18%) should have paid double the yield of stock B (QDTE @25.3%). No? But they both basically paid the same yield. Generally as the stock price goes up (like your Exxon stock), the stated yield gets adjusted so that it stays accurate to the current purchase price. The stated yield on those stocks should have been accurate on the date of his purchase. The math doesn't seem to check out.
@@davisfloorsolutions2261 correct the % is supposed to be adjusted. Today as I write this Ymag has a dividend of 36.45% Some brokers will state an incorrect % for various reasons. That's why I use nasdaq website to check things which is where I got the 36.45% Ymag doesn't pay a flat number each month per stock like KO (coke). Instead Ymag pays a variable. Early in the year they paid more than later in the year which can give an incorrect predictive % Dividends reduce the stock price by the payout when it is paid out and if the stock price doesn't recover you end up losing money. Also you have to worry about taxes.
They’re not included because NEOS funds run credit spreads technically instead of covered calls exclusively, so it’s more of an apples - oranges debate.. they WILL be included in the high yield funds video we do SOON which will include EVERYTHING!
@ Sweet i look fwd to that video. See where my spyi lands at. i am retired. 500k split into. Spyi. Qqi. Bcti. Then have 100k in ymax xdte. Saw a nice bounce on my neos and yieldmax no bounce on the roundtree fund may have to ditch it since it cant handle large swings.
*Happy Friday Everybody! I was very excited to get this update out to you based on the previous video feedback. Let me know what you think by leaving your $0.02 in the comments! Have a great weekend!*
What if Total Return et all was also shown as percentage so the young and the old could be looked at? Ghods you're going to be able to pay for a few collage educations because there's so many new ETF's created each month.
@@AverageJoeInvestor my ETFs of interest did not make the cut in either video. But I respect your reasons for not including them.
I know there are even more funds then what you have listed. But, great work. Thank you.
THANK YOU for watching and for leaving your $0.02 in the comments! 😎👍🏻
Thank you for the work you put into this. Look forward to the High Yield ETF comparison. Thank you for listening to the feedback and employing it. Your willingness to do so is why I watch and recommend your videos. Happy Holiday!!
Thanks again! I appreciate you! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
XDTE YMAG and FEPI are my top three holdings can’t complain one bit.
Hopefully xdte can recover my spyi jumped with market % where xdte flat lined on the recovery yesterday. Lots nav erosion i am guessing we will see but not looking good for xdte capital this month.
Awesome!! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
@@Adventure5619 It should, its the S&P, I bought into XDTE on inception so my CA was around fifty dollars and change, I'm not a believer in DCA up on CC ETFs, and I don't drip into if I'm in the green, that said Thursday and Friday was the exception e, so Im close to fifty-one dollars a share now, but I know how you feel, when JEPI came out in 2021 I did a few bulk purchases from the 58 dollar range, to 63 dollar range, and here we are about to go into 2025 and Im still in the red with this etf LOL, its worst ETF in history I'm no were near where my dividends have offset my investment, maybe another ten years haha, anyhow I know now not to DCA up, on these types of funds
XDTE and YMAG are good 👍
Fantastic stuff! Looking forward to the others upcoming.
Glad you enjoyed it! THANK YOU for watching and for leaving your $0.02 in the comments! 😎👍🏻
Thank you so much Joe, you are still truly a man of the people! Wishing you and your family a joyful Christmas!
Same to you! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
I love the head-to-head comparisons!
Glad to hear it. THANK YOU for watching and for leaving your $0.02 in the comments! 😎👍🏻
Very well done. I am not going to invest in any of these funds but I loved your analysis and thorough investigation. Thank you.
Thanks for putting all this together! I'm a huge fan of YMAX, my only core position for "income" generation in my portfolio lol love to see the fund's total return, despite the share price depreciation.. its about everything together. good performer.
Well said Andrew! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
I think i'm going to stick with DIVO, it's a pretty well ran fund with a history and overall in the top for total returns. I also own all the other Amplify CWP funds of IDVO and QDVO as well and they have all performed pretty satisfactory as well. As always, thanks for the great content and the work you put into them
why divo overall return are not good because it is not comparable to the other mainly based on sp500 and qqq. DIVO basically is bunch of dow jones company and been just all blue chip it does more admirable job.
I put all my money in Hawk Tuah tokens. Im gonna be rich
LOL, you're set for life!! THANK YOU for watching and for leaving your $0.02 in the comments! 😎👍🏻
🤣
She absolutely spat on that thag🤣
🤣
Hawk tuah tokens, or hawk tuah loogies? 🤔
Incredible amount of work you have put into this. Thank you!
My pleasure! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
I noticed you missed SPYI by NEOS. I mention it because it has a longer track record, better performance, higher yield, and higher AUM than many included, and I'm certain it would have been a top contender.
missed QQQI too
@pavXX correct
I didn’t miss the NEOS funds. They were excluded because they are not pure covered call ETF’s. They utilize credit spreads at times which makes it more of an 🍎 to 🍊 situation. All NEOS funds will be included in the ALL-UP high-yield ETF review. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
@AverageJoeInvestor good stuff. Thank you
Joe .
Thank you for your info. I really enjoyed the video on QYLD where you explained that they seem to have stopped the capital erosion by moderating the dividend . It's about the only Etf I can buy through trading 212 in Europe but it's been great with strong dividends and capital growth. Have a great Christmas 🎄 and a prosperous 2025 😊😊
Awesome David!! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
You really put heart ❤️ into your work. Thanks for your analysis and creativity.
I appreciate that! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
excellent - thank you so much !!!!!!!!!!!!!!
i had commented on prior video - - great job - - lots of info to digest
You are welcome! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Great update ! Thanks. Merry Christmas 🎅
Thanks, you too! THANK YOU for watching and for leaving your $0.02 in the comments! 😎👍🏻
Impressive job! Thanks
Our pleasure! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Good analysis. Just subbed😊
Awesome Chuck! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
TThanks for the great info!
You bet! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Perhaps adding a benchmark comparison and keeping them in their respective groups would be more beneficial. This is how I've been tracking them all using Snowball Analytics for a while now.
I don't want a FEPI or AIPI to be 50% of my portfolio, but it would be more appropriate for SPY and/ or QQQ covered call funds.
-Cheers!
Thanks for the feedback- I appreciate it! 👍😎
Just when I thought you are going to make a video about covered call ETF in the crash for the past few days.
Touché. Short lived crash for now. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Thank you my man, great video! Are you planning on a growth etf video in the future?
Possibly! I appreciate the feedback! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Thanks for this. Are you reinvesting dividends in your numbers?
No, dividends are assumed to be used to live on and not reinvested. I will consider adding that feature though for future videos. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
I watched both of the last 2 video's you put out on the covered call etf's which is very well done. My thinking was to add to klip for max income. Than I would take a lot of the income and move it down to a smaller income but more capital preservation and growth. Like a 4 or 5 step down process.
My thinking would be to accumulate more wealth over time with better income later on.
I am thinking that yieldmax(ymag) or Rex fang(fepi) would work better for good income and capital preservation.
Big comparison….thanks!
Side note yieldmax had 2 new ETF’s FIVY and FEAT, one of em holds assets of the underlying funds as well as holding some of the ymax funds 🤔
Third note…..super happy to see the YLG funds get some more love! I’ve been told for the field and what they do it’s better to hold others but they treat me well
One 4th note…been enjoying roundhills 3 0 DTE funds lol, hope the engagement helps!
You bet! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
You missed all of NEOS... SPYI has over $2B in AUM and is taxed advantaged. They also have QQQI, IWMI, etc etc. I own SPYI and it's doing pretty well when stacked against your top 10.
I didn't MISS NEOS. They employ Credit Spreads as opposed to PURE covered calls so it would have been Apples vs. Oranges. They WILL BE included in my High-Yield ETF review for sure. THANK YOU for watching and for leaving your $0.02 in the comments! 😎👍🏻
@@logicae4096 his channel his choice. Feel free to do your own comparison if you want.
If you can and I may ask what is difference between covered call and credit spread? Which one has better risk reward and each pro and cons?
@@johnsonch7292 a covered call is when a person owns enough of the underlying equity for each covered call contract they sell.
A credit spread is buying a lower cost contract and selling a higher cost contract against it.
Good info. Would be cool if u gave updated thoughts on SPYT or the 0dte funds in general? They seem intriguing logically and they're popping up everywhere
I appreciate the feedback! THANK YOU for watching and for leaving your $0.02 in the comments! 😎👍🏻
Are you planning on adding the NEOS funds?
NEOS ETF's employ credit spreads as opposed to pure covered calls so they wouldn't be in this list. They WILL BE included in our High-Yield Review COMIGN SOON! THANK YOU for watching and for leaving your $0.02 in the comments! 😎👍🏻
Do any of these trade weekly options with decent volume? Thinking maybe covered calls to add to income
I don’t believe so. Most covered calls exclusively ETF’s do not. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
JEPQ ❤
THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Thank you
You're welcome! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Have you tested these etfs for account value if all dividends are reinvested?
I haven't. I don't personally believe it's a great way to invest and in MOST cases investors would be LIVING on the distributions as opposed to reinvesting them. Just my $0.02 though. THANK YOU for watching @joenugent3994 and for leaving your $0.02 in the comments! 😎👍🏻
The only metric that matters to me, is total returns. In these videos you did total returns by just adding the ending balance and total income. Which is nice to see, but for me, I’d also like to see total returns with DRIP active.
But great video again. Love these comparison videos.
I appreciate the feedback! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Any explanation why the JEPQ and GPIQ are very close to each other (both $126k), but the JEPI and GPIX are so far apart?($115k vs $124k) shouldn't they also be similar as they both track the SP500?
JEPI actually doesn't exactly track S&P 500, it only has about 100 holdings
Correct, I believe it’s because JEPI models the S&P 500 instead of actually tracking it. Just my $0.02. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
….concerning my last comment…. I can’t blame you for not calculating total returns while including the drip. I’m sure it’s a huge pain in the neck, and probably super time consuming. But keeping that in mind, I think (just speculating here) that once RDTE has had a year under its belt, it will outperform all these others, in total returns, with drip engaged. Small cap indexes don’t get the massive upswings, and stay fairly flat. So I think RDTE is going to be bangin. Assuming a stable, slow bull market. Or even a flat market. I’m sure all of these will likely tank hard in a bear market. Assumption anyway. So far RDTE has paid me fat fat money, exceeding QDTE. But I think part of that is that they issued more shares of QDTE and XDTE which diluted the dividends. Either way I think RDTE is gonna slam. But we shall see. Thanks again for these great videos.
We will see. GREAT COMMENT! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Why did you not include SPYI
I didn’t miss the NEOS funds. They were excluded because they are not pure covered call ETF’s. They utilize credit spreads at times which makes it more of an 🍎 to 🍊 situation. All NEOS funds will be included in the ALL-UP high-yield ETF review. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
What about SVOL?
Good Question! SVOL is not a pure covered call play BUT it will be included when we do an ALL-UP HIGH YIELD ETF Review very soon.
Why are you not talking about MSTY PLTY SMCY CONY NDVY...80-150% annual yields?
Because these are single stock ETF’s and I mentioned in my original video that we were going to exclude them based on that fact and they would get their own YieldMax video + they would be included in an ALL-UP video. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Did I miss something? How is it possible that QDTE has a dividend yield of 25.3% and paid an income of $18k and YMAG has a dividend yield of 53.18% (double) and paid the same income of $18K?
Because the 53% is for a full year if the stock matches what they claim the dividend will be divided by the price of the stock at the moment.
Example. I bought a bunch of exonmobile for $40 ea. When it was at $120ea I made the same dividend per share as someone that bought it at $120 but I made a better percentage because I paid 3x less to get the same dividend.
I am looking at his 6 month income column. Both funds purchased 100k worth of stock, close to the same date. Stock A (YMAG@53.18%) should have paid double the yield of stock B (QDTE @25.3%). No? But they both basically paid the same yield. Generally as the stock price goes up (like your Exxon stock), the stated yield gets adjusted so that it stays accurate to the current purchase price. The stated yield on those stocks should have been accurate on the date of his purchase. The math doesn't seem to check out.
@@davisfloorsolutions2261 correct the % is supposed to be adjusted. Today as I write this Ymag has a dividend of 36.45%
Some brokers will state an incorrect % for various reasons. That's why I use nasdaq website to check things which is where I got the 36.45%
Ymag doesn't pay a flat number each month per stock like KO (coke). Instead Ymag pays a variable. Early in the year they paid more than later in the year which can give an incorrect predictive %
Dividends reduce the stock price by the payout when it is paid out and if the stock price doesn't recover you end up losing money. Also you have to worry about taxes.
@@davisfloorsolutions2261 YT deleted my message. Sorry
Didn’t see spyi or qqqi Should be on 6 month.
They’re not included because NEOS funds run credit spreads technically instead of covered calls exclusively, so it’s more of an apples - oranges debate.. they WILL be included in the high yield funds video we do SOON which will include EVERYTHING!
@ Sweet i look fwd to that video. See where my spyi lands at. i am retired. 500k split into. Spyi. Qqi. Bcti. Then have 100k in ymax xdte. Saw a nice bounce on my neos and yieldmax no bounce on the roundtree fund may have to ditch it since it cant handle large swings.
Awesome. Glad to see BALI GPIX GPIQ and DIVO Surprised me
Awesome! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Is all your companion based on $100k baseline?
Yes, the assumption is a $100K lump sum investment, living on the dividends. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Did you miss ISPY?
Great work. 📈📉📉📈
Thank you 🙌 THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎