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JEPI, SPHD & SDIV: 3 High-Yield ETFs Paying Monthly Income
247Wallst· 2025-10-19 13:05
Core Insights - Monthly-paying exchange-traded funds (ETFs) are gaining popularity among income investors due to their convenience and ability to compound faster compared to traditional quarterly dividend stocks [3][4] Group 1: High-Yield Monthly ETFs - The article highlights three high-yield monthly ETFs: JPMorgan Equity Premium Income ETF (JEPI), Invesco S&P 500 High Dividend Low Volatility ETF (SPHD), and Global X SuperDividend ETF (SDIV) [4][5] - These ETFs offer sustainable yields that can help investors stay ahead of inflation, which is currently at 3.1% [4] Group 2: JPMorgan Equity Premium Income ETF (JEPI) - JEPI is an actively managed fund that combines a defensive portfolio of U.S. large-cap stocks with a systematic options-selling strategy, aiming for lower volatility than the broader market [7] - The ETF has an 8.4% dividend yield and a low expense ratio of 0.35%, or $35 per $10,000 [9] Group 3: Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) - SPHD targets the 75 highest-yielding stocks in the S&P 500 and selects the 50 with the lowest volatility, resulting in a yield of 3.65% and an expense ratio of 0.30%, or $30 per $10,000 [11] - This ETF is designed for investors seeking above-average income with reduced price volatility [10] Group 4: Global X SuperDividend ETF (SDIV) - SDIV focuses on maximizing cash flow by investing in the 100 highest-yielding dividend stocks globally, offering a yield of 10% and an expense ratio of 0.58%, or $58 per $10,000 [14] - The ETF's high yield comes with increased risk, as many holdings may be smaller or cyclical companies [15]