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Beyond JEPI: 2 Next-Gen Income ETFs That Are Quietly Outperforming JPMorgan’s Crown Jewel in 2026
Yahoo Finance· 2026-03-08 13:31
Core Insights - The article discusses two income-oriented ETFs, JEPI and DIVO, highlighting their different strategies for income generation and performance metrics [1][7]. Group 1: JEPI Overview - JEPI utilizes a strategy that combines defensive large-cap equities with options exposure through equity-linked notes (ELNs), which helps support monthly distributions and reduce volatility [4][5]. - Year-to-date performance shows JEPI delivering a cumulative return of 4.29% before taxes amid market turbulence [3]. - JEPI has a headline 30-day SEC yield of 7.56% and manages assets worth $4.5 billion, but its reliance on ELNs leads to tax inefficiencies [7]. Group 2: DIVO Overview - DIVO has outperformed JEPI with a cumulative total return of 5.22% year-to-date through March 4, 2026, focusing on high-quality large-cap companies with strong fundamentals [8][9]. - The strategy involves selling covered calls on individual stocks, allowing for more flexibility and potentially higher returns compared to JEPI's approach [11][12]. - DIVO has delivered an annualized return of 14.68% since inception, significantly outperforming the CBOE S&P 500 BuyWrite Index [14]. Group 3: IDVO Overview - IDVO, an international counterpart to DIVO, has returned 6.92% year-to-date through March 4, 2026, focusing on companies in the MSCI ACWI ex U.S. Index [18][19]. - The fund employs a similar strategy to DIVO, selling covered calls on individual stocks, which allows for selective harvesting of option premiums [21]. - IDVO has delivered a 23.99% annualized total return since inception, outperforming the MSCI ACWI ex U.S. Index [23].
High Tide: The Art Of Selling Cash-Secured Puts For Income Investing (NASDAQ:HITI)
Seeking Alpha· 2026-03-03 18:23
Group 1 - The cannabis sector lacks traditional high-yielding opportunities for income investors, with very few preferred stock issues, baby bonds, or high-yielding common stocks available [2] - Income investors can utilize an options income strategy to create synthetic high-yield plays within the cannabis sector [2] Group 2 - The Panick High Yield Report focuses on high-yield preferred stocks, baby bonds, bonds, REITs, BDC issues, and options income trades, providing members with advance access to articles and ongoing coverage [1] - The report is known for its active chat board where approximately 300 members discuss high-yield trading ideas as news breaks [1]
High Tide: The Art Of Selling Cash-Secured Puts For Income Investing
Seeking Alpha· 2026-03-03 18:23
Group 1 - The cannabis sector lacks traditional high-yielding opportunities for income investors, with very few preferred stock issues, baby bonds, or high-yielding common stocks available [2] - Income investors can utilize an options income strategy to create synthetic high-yield plays within the cannabis sector [2] Group 2 - The Panick High Yield Report focuses on high-yield preferred stocks, baby bonds, bonds, REITs, BDC issues, and options income trades, providing members with advance access to articles and ongoing coverage [1] - The report is known for its active chat board where approximately 300 members discuss high-yield trading ideas as news breaks [1]