Retiring Soon? 5 Safe Monthly Pay ETFs Are All You Need

Core Viewpoint - The article discusses the importance of high-yield monthly pay ETFs for investors, particularly those nearing retirement, as a means to generate dependable passive income amidst rising costs [3][4]. Group 1: Investment Opportunities - Investors are increasingly looking for reliable passive income sources, especially as they approach retirement, and ETFs are highlighted as an effective investment vehicle [3]. - The article identifies five top ETFs that provide monthly dividends, which are more appealing than quarterly distributions for income-focused investors [5]. - High-yield ETFs are expected to benefit from recent rate cuts, making them a favorable investment choice for the remainder of 2025 and beyond [4]. Group 2: Specific ETFs Highlighted - JPMorgan Equity Premium Income (JEPI): - Dividend yield: 8.37% paid monthly - NAV: $57.20 - Expense ratio: 0.35% - Assets under management: $39.84 billion - PE ratio: 25.57 [6] - Global X U.S. Preferred ETF (PFFD): - Dividend yield: 6.27% paid monthly - NAV: $19.44 - Expense ratio: 0.23% - Assets under management: $2.29 billion [7][8] - Global X SuperDividend REIT ETF (SRET): - Dividend yield: 8.24% paid monthly - NAV: $21.74 - Expense ratio: 0.58% - Assets under management: $181 million [9][10] - Invesco KBW High Dividend Yield Financial Portfolio ETF (KBWD): - Dividend yield: 12.94% paid monthly - NAV: $13.37 - Expense ratio: 1.24% - Assets under management: $390 million [10][11] - Global X SuperDividend ETF (SDIV): - Dividend yield: 9.72% paid monthly - NAV: $23.38 - Expense ratio: 0.58% - Assets under management: $924.9 million [13][14].