Core Insights - The current market offers various ETFs with yields above 5%, appealing to income investors seeking better returns than traditional 2% or 3% yields [1] - These ETFs are established products with clear strategies for generating elevated income, though higher yields come with increased risk [1] ETF Summaries - The JPMorgan Equity Premium ETF (JEPI) has an 8.19% dividend yield, providing an annual dividend of $4.72 through a combination of large-cap US stocks and a covered call strategy [4][5] - The payout ratio for JEPI is 205.55%, indicating a significant portion of income is derived from options premiums rather than traditional dividends, with a distribution growth rate of 11.94% [5] - The Global X SuperDividend ETF (SDIV) offers the highest yield at 9.17%, with a monthly dividend of $2.31, investing in the 100 highest-yielding stocks globally [6] - SDIV has a declining distribution rate of -1.33% and a payout ratio of 101.39% [7] - The iShares Emerging Markets Dividend ETF maintains a healthier payout ratio of 48.44%, but has experienced a distribution decline of 39.94% due to emerging market volatility [7]

Group 1 - The real estate sector is attracting income investors due to above-average dividend yields, with the MSCI US IMI Real Estate 25/50 Index yielding 3.72%, which is more than triple that of the S&P 500 [1] - The Invesco KBW Premium Yield Equity REIT ETF offers a 30-day SEC yield of 7.72% and pays out monthly, making it an attractive option for income-focused investors in 2026 [2] - Despite recent underperformance, the ETF has a potentially bullish outlook supported by strong fundamentals, including a significant number of U.S.-based REITs increasing their dividends [4][5] Group 2 - The REIT dividend outlook is bolstered by strong balance sheets and positive funds from operations (FFO) growth, with nearly two-thirds of REITs reporting year-over-year FFO growth in 2025 [5] - The real estate sector is viewed as undervalued by some market observers, which applies to holdings within the Invesco ETF, such as Americold Realty Trust and Healthpeak Properties [6] - The Invesco ETF focuses on small-cap stocks, with an average market capitalization of $2.46 billion, differentiating it from larger-cap real estate ETFs [9]

Core Viewpoint - Coca-Cola (KO) is positioned as a durable, dividend-paying leader in the consumer staples sector, benefiting from its global reach and strong brand loyalty, making it a reliable long-term investment option [1] Group 1: Company Performance - Coca-Cola has raised its dividend for over 60 consecutive years, demonstrating a consistent commitment to returning value to shareholders [1] Group 2: Investment Strategy - For income-focused investors, utilizing covered calls can enhance Coca-Cola's already attractive dividend yield, providing an additional income stream [1]

分组1 - Johnson & Johnson is set to release its fourth-quarter earnings on January 21, with expected earnings of $2.47 per share, an increase from $2.04 per share in the same period last year [1] - The consensus estimate for the company's quarterly revenue is $24.16 billion, up from $22.52 billion reported last year [1] - The company recently shared topline results from the Phase 3 MajesTEC-9 study of Tecvayli for multiple myeloma, which may attract investor interest [2] 分组2 - Johnson & Johnson has an annual dividend yield of 2.38%, translating to a quarterly dividend of $1.30 per share, or $5.20 annually [2] - To generate a monthly income of $500 from dividends, an investor would need to own approximately 1,154 shares, equating to a total investment of about $252,334 [3][4] - For a more conservative monthly income goal of $100, an investor would need 231 shares, requiring an investment of around $50,510 [4] 分组3 - The dividend yield is calculated by dividing the annual dividend payment by the current stock price, which can fluctuate based on stock price changes [5] - If the stock price increases, the dividend yield decreases, and if the stock price decreases, the dividend yield increases [5] - Johnson & Johnson's shares fell by 0.4% to close at $218.66 recently [6]

Valuation and Performance - United Parcel Service (UPS) shares are trading at a forward price-to-sales (P/S) ratio of 1.03X, which is a discount compared to the Zacks Transportation—Air Freight and Cargo industry [1][3] - UPS has experienced a stock price decline of over 17% in the past year, while the industry has seen a decline of 5.6% [4] - The company has a Value Score of B, while rival FedEx has a Value Score of A [1] Revenue and Volume Challenges - UPS is facing significant challenges due to low shipment volumes, which have been attributed to a reduction in Amazon shipments and weak e-commerce traffic [6][8] - U.S. average daily volumes have declined year over year, with a forecasted drop of 10.6% in consolidated volumes for the fourth quarter of 2025 [10][9] - The expiration of the De Minimis exemption on August 29, 2025, is expected to negatively impact international markets and divert volumes away from the China-U.S. trade lane [13] International Segment Performance - In the third quarter of 2025, UPS's operating profit in the International segment fell by 12.8% to $691 million, with margins narrowing to 14.8% from 18% in the prior year [11] - Trade headwinds have particularly affected shipment volumes in Asia, with a 27.1% decline in trade volumes on the China-U.S. route [11][12] Strategic Acquisitions and Dividends - UPS completed the acquisition of Andlauer Healthcare Group for $1.6 billion, enhancing its capabilities in healthcare logistics [14][15] - The company maintains a strong dividend yield of 6.1%, above the industry average of 4.1%, reflecting management's confidence in cash flow generation [16] - UPS has raised its dividend five times over the past five years, indicating a strong record of annual dividend growth [17] Share Repurchase and Financial Strength - UPS has authorized a $5 billion buyback program, with $500 million worth of shares repurchased in 2024 and a target of $1 billion for 2025 already fulfilled [18] - The company generated $6.3 billion in free cash flow in 2024, demonstrating financial strength and the ability to return value to investors [19] Investment Outlook - UPS presents a mixed risk-reward scenario, with valuation discounts making it an appealing long-term opportunity, but near-term challenges such as revenue softness and rising labor costs may pressure investor sentiment [20] - Current shareholders may benefit from holding the stock, while prospective investors might wait for clearer signs of operational improvement before investing [21]

Core Insights - The Vanguard Small-Cap Growth ETF (VBK) and Invesco S&P SmallCap 600 Pure Growth ETF (RZG) both focus on U.S. small-cap growth stocks but employ different strategies in portfolio construction, sector exposure, and fee structures [4][7]. Fund Comparison - VBK tracks a broad index of U.S. small-cap growth companies with 579 stocks, emphasizing technology (27%), industrials (21%), and healthcare (18%) [2][5]. - RZG is built around the S&P SmallCap 600 Pure Growth Index, focusing more on healthcare (26%), followed by industrials (18%) and financial services (16%), with only 131 stocks, leading to lower diversification [1][5]. Performance and Costs - VBK has a lower expense ratio of 0.07% compared to RZG's 0.35%, making it more appealing for cost-conscious investors [3][5]. - RZG has shown a marginally higher one-year total return compared to VBK, but both funds have nearly identical drawdowns and long-term growth [5][9]. Risk and Volatility - VBK's beta is 1.4, indicating higher volatility compared to RZG's beta of 1.2, which may appeal to different types of investors based on their risk tolerance [8][9]. - RZG's concentrated portfolio may increase risk due to its lower number of holdings [7][9]. Investor Suitability - RZG is suited for investors seeking potential outperformance and who are comfortable with higher fees and concentration risk [9]. - VBK is ideal for long-term investors looking for low costs and broader exposure to the small-cap growth market [9].

Group 1 - The core focus of Wilson Research is to provide investors with insights on exchange-traded funds (ETFs) that balance growth potential and dividend yield [1] - The analysis incorporates fundamental analysis along with macro-level factors such as industry trends, economics, and geopolitics [1] - Wilson Research aims to offer actionable information for long-term investors who prioritize diversification and low fees [1] Group 2 - The team at Wilson Research includes an MBA graduate and an independent financial coach [1] - The investment philosophies of Warren Buffett and Robert Kiyosaki serve as inspiration for Wilson Research [1]

Core Insights - The Vanguard S&P 500 ETF (VOO) offers lower expenses and broader diversification compared to the SPDR Dow Jones Industrial Average ETF Trust (DIA), which is more concentrated in financials and industrials [1][2] Cost Comparison - VOO has an expense ratio of 0.03%, significantly lower than DIA's 0.16% [3][4] - VOO's assets under management (AUM) stand at $1.5 trillion, while DIA has $44.4 billion [3] Performance Metrics - VOO's one-year return is 19.6%, compared to DIA's 18.1% [3] - Over five years, a $1,000 investment in VOO would grow to $1,834, while the same investment in DIA would grow to $1,596 [5] Sector Exposure - DIA is concentrated with only 30 holdings, primarily in financial services (28%), technology (20%), and industrials (15%) [6] - VOO tracks 505 companies, with a significant allocation to technology (35%) and major positions in Nvidia Corp., Apple Inc., and Microsoft Corp. [7] Dividend Information - DIA offers a higher dividend yield of 1.4% compared to VOO's 1.1%, and DIA pays dividends monthly while VOO pays quarterly [4][9] Investment Suitability - VOO is suitable for investors seeking broad market exposure and lower costs, while DIA may appeal to those prioritizing monthly income [10]

Core Viewpoint - ConocoPhillips (COP) stock is currently undervalued, with a price target of $126.65, representing a potential upside of at least 29% based on its dividend yield of 3.42% [1][6]. Dividend Yield and Price Target - COP's current dividend yield of 3.42% is significantly higher than its 5-year average yield of approximately 2.653% [5][6]. - The stock's price target of $126.65 is derived from the annual dividend per share (DPS) of $3.36 divided by the assumed average yield of 2.653% [6]. - A conservative estimate suggests that if the yield approaches 3.0%, the price target would be $112.00, still indicating a 14% upside from the current price [7]. Recent Stock Performance - COP stock has shown a gradual increase since the company raised its quarterly dividend by 7.69% to 84 cents on November 6, 2025 [3]. - The stock has traded within a range of $90 to $100 over the past two months, closing at $98.19 on January 16, 2026 [1][3]. Investment Strategy - Investors can enhance returns by selling short out-of-the-money (OTM) put options, which could yield approximately 1.5% monthly [1][8]. - A specific strategy suggested involves selling a put contract with a strike price of $88.00, which is 5% lower than the trading price at the time of $92.44 [9].

Core Insights - The article highlights 11 Vanguard ETFs that provide attractive dividend yields and growth potential, emphasizing the benefits of investing in ETFs due to their lower expense ratios compared to mutual funds [1][2][3] Investment Opportunities - Vanguard S&P 500 ETF (VOO) offers a dividend yield of 1.13% with a 5-year average annual return of 14.55% and a 10-year average of 15.61% [5] - Vanguard Total Stock Market ETF (VTI) has a dividend yield of 1.12% and a 5-year average annual return of 13.12% [5] - Vanguard Total World Stock ETF (VT) provides a higher dividend yield of 1.83% and a 5-year average annual return of 11.10% [5] - Vanguard Total Bond Market ETF (BND) offers a significant dividend yield of 3.86%, although it has a negative 5-year average annual return of -0.17% [5] - Vanguard Dividend Appreciation ETF (VIG) yields 1.62% with a 5-year average annual return of 11.69% [5] - Vanguard High Dividend Yield Index Fund ETF (VYM) has a dividend yield of 2.44% and a 5-year average annual return of 12.48% [5] - Vanguard International High Dividend Yield Index Fund ETF (VYMI) features a dividend yield of 3.69% with a 5-year average annual return of 12.49% [5] - Vanguard Real Estate ETF (VNQ) offers a dividend yield of 3.92% with a 5-year average annual return of 5.59% [5] - Vanguard Value ETF (VTV) has a dividend yield of 2.05% and a 5-year average annual return of 12.56% [5] - Vanguard S&P 500 Growth Index Fund ETF (VOOG) yields 0.49% with a 5-year average annual return of 15.33% [5] - Vanguard Information Technology ETF (VGT) has a lower dividend yield of 0.40% but boasts a strong 5-year average annual return of 17.49% [5] Investment Strategy - The article encourages investors to consider a diversified approach by investing in multiple ETFs to balance growth and income [16] - It emphasizes the importance of understanding how money grows over time, illustrating potential future values based on different annual investment amounts and growth rates [4]