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NEOS Nasdaq 100 Hedged Equity Income ETF (QQQH)
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Income and Growth Potential: Which Multi-Asset ETFs Get It Right?
MarketBeatยท 2025-10-20 15:24
Core Insights - Multi-asset funds may provide a balanced investment option amid economic volatility and inflation concerns, combining reliable income with growth potential [1] Group 1: JPMorgan Equity Premium Income ETF (JEPI) - JEPI is an actively managed ETF focusing on options on large-cap U.S. stocks, targeting low-volatility names from the S&P 500, with a dividend yield of 8.30% and assets under management of $40.90 billion [2][3] - Despite underperforming the S&P 500 with a year-to-date return of 5.3%, JEPI's high dividend yield makes it attractive to investors seeking income [4] Group 2: NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) - QQQH targets high-performing Nasdaq-100 stocks, utilizing options sales for monthly income, with a dividend yield of 7.75% and assets under management of $346.83 million [6][7] - The fund has a year-to-date return of nearly 12%, outperforming JEPI, but has a higher expense ratio of 0.68% [7] Group 3: Global X Nasdaq 100 Covered Call ETF (QYLD) - QYLD employs a covered call strategy on Nasdaq-100 stocks, offering a high dividend yield of 12.82% and assets under management of $8.15 billion [9][10] - The fund has a lower year-to-date return of 2.6% and an expense ratio of 0.61%, making it less performance-driven compared to QQQH [10] Group 4: Multi-Asset Diversified Income Index Fund (MDIV) - MDIV provides a diversified investment strategy across equities, REITs, preferred securities, and corporate debt, with a dividend yield of 6.46% and assets under management of $425 million [11][12] - The fund has a year-to-date return of 2.1% and the highest expense ratio at 0.75%, appealing to investors seeking diversification and regular income [12]