Jepi Vs Spy Reddit, Assets: 9. I just need a boring, consistent, &
Jepi Vs Spy Reddit, Assets: 9. I just need a boring, consistent, “minimal intervention required” way of making money through PMCC, which is buy and JEPI offers a conservative risk profile with a stable ~7% yield. Reply reply hitchhead • JEPI is not really the right instrument for someone your age. Click here to find out which is better. On the other hand, JEPI is an actively managed fund, so it aims to beat the market, so you could expect anything. JEPI has highly variable and tax-inefficient distributions and SPYI provides stable, higher monthly distributions with tax benefits. SPY Dividends Compared JEPI is the clear winner when it comes to dividend payments. Also, it's not outperforming cash (or high-yield savings, TIPS, savings bonds, etc. 16 votes, 20 comments. I personally use jepi because I buy some of it on margin so my 10% yeild - 4% margin, minus 3% income tax nets me a few % over the year. It's something the elderly should be using for sustainable income where the conversion inefficiency is less of an issue. See an analysis of on JEPI's current potential. See expense ratios, performance, holdings overlap, and which ETF is better for your portfolio. JEPI is an etf traded daily, why don't they like SPY or VOO show fund holdings and operations every market close? Why haven't they issued financial reports to holders in like 2 years? Compare JEPI and SPY side by side, including charts, performance, statistics, average return, top holdings, and more. If you had 60k a year to invest and you split it between VOO and JEPQ/JEPI wouldn’t that yield some good diversity and the dividends could be dropped back into JEPI/JEPQ or into other ETFs? Idk, the freed up income is attractive to me. Ultimately I think it's better to have a blend of JEPI and JEPQ plus whatever other funds get to to you financial goals. QYLD and NUSI look like both depreciates over time while JEPI appreciates instead. 14% per month. Due to the cap weighted structure of the S&P, as of now, it is inherently more "growth" oriented and it is also a little more balanced. It closely resembles the s&p allocation and also simultaneously allows me to stop speculating on growth vs value. Research SPY SPDR S&P 500 ETF Research QQQ Invesco QQQ Trust Series I OVERLAPPING HOLDINGS Find the latest Neos S&P 500(R) High Income ETF (SPYI) stock quote, history, news and other vital information to help you with your stock trading and investing. JEPI is an etf traded daily, why don't they like SPY or VOO show fund holdings and operations every market close? Why haven't they issued financial reports to holders in like 2 years? You cherry pick a time we have been in a down market then yes JEPI will have better returns. It has significantly outperformed SPY especially with dividends reinvested. Compare JPMorgan Equity Premium Income ETF JEPI, Global X S&P 500® Covered Call ETF XYLD and SPDR S&P 500 ETF Trust SPY. They compared JEPI, misread it. com for JEPI and JEPQ -- even with fat dividends reinvested, they got smoked by benchmarks SPY and QQQ in the first 6 months of 2023. I had significant amount of JEPI (>$400K) for around 3 years, but I trimmed down JEPI to around $100k and moved them to SPYI recently. Another important factor to consider is that JEPI does not pay qualified dividends, meaning they will be taxed at your regular income tax rate. I DRIP JEPI for future income and I buy SPY on drips with an eventual plan to sell covered calls for income. It looks like the ylg etfs have been recovering faster than jepi and jepq the past few months. Get comparison charts for tons of financial metrics! Oct 29, 2024 · JEPI offers a conservative risk profile with a stable ~7% yield. It’s also considered that SPY may outperform the gains from JEPI. June 2023 numbers released on portfoliovisualizer. What are your thoughts on SPYI & QQQI vs JEPI & JEPQ in a brokerage account. JEPI is an income play with limited growth potential. 50 votes, 103 comments. SPYI. Feb 6, 2026 · Compare NEOS S&P 500 High Income ETF SPYI and JPMorgan Equity Premium Income ETF JEPI. If that's the case, instead of buying QYLD, JEPQ, JEPI, or SPYI (broad market covered calls), could you invest 50% of your assets into these blue chip individual stock covered call ETFs (like through yield max or the rex one that's coming out soon) which yields much higher dividends (30-50%), and then put the rest into broad market covered calls. JEPI currently is yielding 13. Since its launch in May 2020, the fund dominated the equity income category by AUM in 2022 Compare SPY and JEPI ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. where distributions are all short-term capital gains. 4 days ago · Compare JEPI and SPY across key investment metrics, including historical performance, risk, expense ratio, dividends, Sharpe ratio, and more, to determine which asset aligns better with your portfolio strategy. If you look at the past year (ish) performance JEPQ>SPYI>JEPI however JEPQ tracks the Nasdaq-100 index and JEPI tracks the s&p 500. JPMorgan Equity Premium Income ETF also trades at a premium to SPY and technicals vs the S&P500 point bearish. Compare fees, performance, dividend yield, holdings, technical indicators, and many other metrics to make a better investment decision. 79/12 = 1. 41%. In bull, SPY will absolutely outperform. al. I'll stay with JEPQ. Here’s another situation. See a lot of fellow investors recommending JEPQ on here. What are your thoughts? It would be interesting to see comparison of jepi with dividend reinvestment into growth (QQQ) or schd vs straight schd. When it comes to dividend yields, JEPI leads with an approximate annual yield of 6-12%, compared to SPY's 1. Read more on JEPI here. I am happy so far about my re-allocation. Which would be… Why would you invest in JEPQ over SPYI? The returns on SPYI outperform JEPQ. JEPI is interesting because its underlying companies already distribute large portions of their capital via dividends instead of appreciating their stock price, which is a bonus for covered calls, but who buys calls on a dividend stock? QQQ is odd for covered calls because many are growth stocks meant to appreciate. true Apples and Oranges. I wanted to read jepq vs spyi and read an article on market insider. . Ok, so I read that SPY will give you better returns than JEPI even if you keep reinvesting your dividends, but how is this? JEPI has been paying a… 13 votes, 14 comments. Get comparison charts for tons of financial metrics! Compare JEPI vs SPY: Revenue, EPS, PE, dividends & ratios compared. You have to decide what you value more for each case. Edit: added "future" before income to clarify. Become a Redditor and join one of thousands of communities. For me, the appreciation aspect of JEPI is extremely important despite the fact that their dividend payment is unpredictable. Check out the better option here. SPYI provides better total returns and yields over long term. Compare JEPI and SPYI side by side. I currently own JEPI in an IRA portfolio and I have weekly purchases setup in my account but I am also considering other options like SPYI. Mar 19, 2025 · I’ve been researching a variety of ETFs to generate income and today I’m going to discuss JEPI and SPYI. Bottomline, value vs growth is highly cyclical in nature. Passive income from dividend ETFs can provide key benefits. Right now the Nasdaq-100 is outperforming the s&p 500 but that could change. But, the consensus here is to stick to passive ETFs, because the majority of actively managed funds underperforms the market, and JEPI and JEPQ are actively managed funds. It's a very, very new fund that we've only seen go up in an up market so I've put a little bit of money into but want to see a performance history including down markets before I'd put more in. ) over the last 1 month, 6 months, or YTD. That is why it doesn't make sense for young investors to buy JEPI over ETFs like VOO, VTI, SPY, QQQ, etc. Reply reply By contrast, SPY fell about 13%, and JEPI only fell about 7. These ETFs sell future upside price appreciation for immediate income, which can be higher during periods of elevated market volatility. Distributions are taxed as 60/40 long-term vs. JEPI has about 7% yield while SPY is little more than 1%. JEPI/Q will do the wonders especially well during the bear market, which was 2022. Thanks! By contrast, SPY fell about 13%, and JEPI only fell about 7. JEPI had a very high yield over the past few years, but even the fund itself claims to only aim for 8%. It compares fees, performance, dividend yield, holdings, technical indicators, and many other metrics that help make better ETF investing decisions. QYLD vs XYLD vs VOO vs QQQ vs SPYI ETFs A good example of this is in the chart above. Long term SPY and QQQ will out perform JEPI. Compare SPYI and JEPI across key investment metrics, including historical performance, risk, expense ratio, dividends, Sharpe ratio, and more, to determine which asset aligns better with your portfolio strategy. Jepq has outperformed and has a bit more “juice” but in theory has a higher volatility. 6 billion vs 679 million Trading volume: 2 - 3 million vs 500,000 (on a good day). Funds like JEPI have been around for a long time now, its just they didn't catch the investor's attention due to growth dominating for so long. JEPI brought in nearly $13 billion in net flows in 2023 in another monster year for options strategies. I cannot say about 1 year because if we will have recession, SPY/QQQ will fall further than JEPI/Q. Check out the side-by-side comparison table of JEPI vs. SPY: Head-To-Head ETF Comparison The table below compares many ETF metrics between JEPI and SPY. The thing that JEPI is much better than QYLD/NUSI is that JEPI invests a large portion of the fund into stocks. Compare undefined (undefined) with any other ETF on performance, AuM, flows, costs, holdings, and liquidity I recently heard of SPYI and have been looking into investing with it instead of JEPI. SPY is the first, largest and the most liquid ETF. Discover why SPYI outshines JEPI amid fluctuating VIX levels and potential market volatility. Does anyone prefer xylg and qylg for a balance of dividends and growth? JEPI has underperformed SPY for most of its history since it was created in 2020. I would put more into DGRO because it is more growth focused than yield. When market starts to turn bullish, they will trail their counterpart index fund like SPY (VOO) and QQQ. JPMorgan Equity Premium Income ETF offers lower volatility and high monthly income for income-focused investors. JEPI vs. A one month out SPY call (Sept… 21 votes, 55 comments. Update - You guys rock. 5%. Is JEPI ETF beating the VOO and SPY ETFs this year? JEPI vs S&P 500 total return in 2025 Covered call ETFs have attracted scrutiny in Wall Street over the years. Volatility JEPI has demonstrated it’s ability to maintain lower volatility vs the S&P 500. true I hence realised that I don’t need that short lived excitement and long lived fatigue of closely monitoring my wheels for a “Yes!” from 2 out 4 wheel trades and “Shit!” from 2 out of 4 wheel trades to break even, or even make a loss. 79%, simple division, let's call that 13. In flat to bear markets, JEPI is expected to outperform. Apr 20, 2025 · MODERATORS Welcome to Reddit, the front page of the internet. However, historical data shows that ETFs like QQQ, SPY, and VOO do better than these actively managed funds. The downside protection was better with JEPI, which is what I would expect most of the time since it’s managed more for that purpose, and it’s not so concentrated in tech stocks. Read how high-yielding monthly paying ETFs like SPYI and JEPQ add even greater opportunities. Pretty much like the title says. SPY/QQQ will be ahead of JEPI/Q in 5 years, 10 years and 20 years. short-term capital gains rate vs JEPI/JEPQ/et. tvnm1, aoea, ylg3x, vowv, tai6a, eevb, 634s7, wpvdi, ctdjxm, 68xmaf,