Trane Technologies plc

NVIDIA

Progressive

ServiceNow

Amazon

Mastercard

Southern Company

Visa

Microsoft

JPMorgan Equity Premium Income ETF

JEPI is an actively-managed fund that invests in large-cap US stocks and equity-linked notes (ELNs). It seeks to provide similar returns as the S&P 500 Index with lower volatility and monthly income.

ARK Innovation ETF

BlackRock Ultra Short-Term Bond ETF

While actively managed ETFs are less popular than passive ETFs, some are worth considering for your investment portfolio. However, let me make something clear: passive investing continues to capture market share from active management.

3 Low-Cost Actively-Managed ETFs to Buy Now

Global X NASDAQ 100 Covered Call ETF

Global X S&P 500 Covered Call ETF

Hello! This is MarketWatch reporter Isabel Wang bringing you this week's ETF Wrap. In this week's edition, we look at covered-call ETFs, which use an options strategy known as covered-call writing which may limit potential upside participation but generates income for investors in volatile markets.

This type of ETF is designed to hedge against volatility and help investors navigate a stormy stock market

The JPMorgan Equity Premium Income (JEPI) ETF has seen a sharp increase in inflows this year as demand for the fund continued. The fund has seen the amount of inflows jump to over $11 billion, to the current $28 billion.

JEPI ETF inflows slip as the S&P 500 rally gains steam

First Trust Enhanced Short Maturity ETF

iShares iBoxx High Yield Corporate Bond ETF

First Trust Tactical High Yield ETF

iShares 0-3 Month Treasury Bond ETF

First Trust TCW Unconstrained Plus Bond ETF

By Elisabeth Kashner, CFA | August 2, 2023 In the U.S., ETF fee compression slowed dramatically in the first half of 2023. This year in the six months through June 2023, ETF expenses fell just 0.

U.S. ETF Fee Compression Slows

Neos Enhanced Income Aggregate Bond Etf

Neos Enhanced Income Cash Alternative Etf

JPMorgan Nasdaq Equity Premium Income ETF

Neos S&P 500 High Income ETF

In a still-uncertain second half, advisors and investors remain in search of ways to boost income potential and portfolio diversification. The environment has favored options strategies, particularly covered calls that continue to bring in massive inflows, but most advisors and investors are missing out on the opportunity.

Modern Portfolio Construction Should Include Covered Calls

Given the prolonged market uncertainty of the last 18 months, it's no wonder that investors increasingly turn to covered calls to maximize equity income potential. Covered call ETFs continue to experience strong inflows this year as investors look to mitigate volatility and capture income opportunities.

Know Your Options: Covered Calls

First Trust BuyWrite Income

Both JPMorgan Equity Premium Income ETF and Invesco S&P 500 BuyWrite ETF focus on Large-Cap stocks and aim to provide income, but they use different option strategies to that end. This article reviews both ETFs in depth and compares each's CAGR based on whether dividends were taken or reinvested. For income investors still wanting some equity exposure, I would give the JPMorgan Equity Premium Income ETF a BUY rating.

JEPI Vs. FTHI: The More Popular ETF Is The Better Choice

Amplify CWP Dividend & Option Income ETF

DIVO and JEPI are highly popular high yield ETFs, especially for retirees. In this article, we compare their pros and cons with each other. We conclude by sharing which set of investors are better served buying DIVO and which set of investors are better served buying JEPI.

Retirement Passive Income: JEPI Vs. DIVO

iShares MSCI USA Quality Factor ETF

SPDR S&P 500 ETF Trust

Vanguard S&P 500 ETF

Vanguard Total Stock Market ETF

Equity ETFs have typically dominated the ETF universe in terms of the sheer number of funds and the amount of assets invested in them. The category represents more than three-quarters of the total assets invested in the U.S.-listed ETFs.

Interest in Equity ETFs Remains Strong

Schwab US Dividend Equity ETF

JEPI and SCHD are 2 very popular ETFs with 2 very different strategies. Both ETFs have lagged the market in 2023, but there's only one clear winner moving forward. JEPI has only been around for roughly three years, but it has blown up in popularity, with many "copycat" funds starting out after.

Which Is The Better Buy: SCHD Or JEPI?

Citigroup

FS KKR Capital Corp

Kinder Morgan

Altria

Realty Income Corp

Truist Financial

Verizon

The Dividend Harvesting Portfolio has performed well, generating a continuous stream of dividend income and maintaining a balance above its invested capital. The portfolio includes 87 positions across equities, ETFs, REITs, CEFs, and BDCs, with a focus on generating weekly income and mitigating downside risk. The author plans to continue adding to current positions and introducing new investments, with a goal of generating $1,300 in projected annual dividends and over $100 per month in dividend income by the end of 2023.

Dividend Harvesting Portfolio Week 123: $12,300 Allocated, $1053.16 In Projected Dividends

Main BuyWrite ETF

Protection plays were a prominent strategy last year, but the rally during the first half of 2023 is prompting more ETF investors to rethink the growth trade.

Income, growth or both? Weighing active ETFs in an up market

VanEck Morningstar Wide Moat ETF

I highlight three ETFs that make up over 8% of my portfolio, including the JPMorgan Equity Premium Income ETF, Schwab U.S. Dividend Equity ETF, and VanEck Morningstar Wide Moat ETF. JEPI provides robust dividend income and reduced volatility, while SCHD is noted for its strategy to identify high-quality companies that pay hefty dividends. MOAT, which tracks the performance of the Morningstar Wide Moat Focus Index, consistently outperforms the S&P.

Three ETFs: One High-Yield, One Dividend Growth, And One With A Decade Of Market Beating Returns

The JPMorgan Equity Premium Income (JEPI) ETF has underperformed the broader market this year as the S&P 500 index has jumped. JEPI is up by about 0.205 this year while the SPDR S&P 500 fund has jumped by 15%.

JEPI ETF is lagging the SPY: Here's why it's still a good buy

JEPI offers an appealing 10.6% yield and is a good choice for investors who want high income and can accept variable monthly dividends. JEPI invests at least 80% of its assets in S&P 500 stocks, with up to 20% invested in equity-linked notes tied to selling call options against the S&P 500. Despite risks such as higher interest rates and a potential recession, JEPI serves as an attractive alternative to the market index with a higher yield.

JEPI: 10.6% Yield, Play With House Money

Global X Robotics & Artificial Intelligence ETF

Roundhill Generative AI & Technology ETF

Invesco S&P 500 Equal Weight ETF

Vanguard Extended Market ETF

Why investors may want to stick with what's working in the market.

Two ETF experts reveal their top tech and A.I. plays for 2023's second half

The article compares two dividend ETFs, Schwab U.S. Dividend Equity ETF (SCHD) and JPMorgan's Equity Premium Income ETF (JEPI), highlighting their different strategies and potential returns for investors. JEPI uses a covered call strategy with high-growth tech stocks, while SCHD focuses on higher-yielding companies, offering different sector exposures and revenue growth potentials. Both funds have a similar goal: to provide a higher-than-average dividend yield. Despite that, both employ totally different strategies.

SCHD Vs. JEPI: Totally Different Strategies, But With A Similar Goal

iShares Core U.S. Aggregate Bond ETF

iShares 20+ Year Treasury Bond ETF

Investors poured about $200.6 billion in new assets into U.S.-listed ETFs in the first half of 2023. U.S. fixed-income ETFs led the way higher with $86.7 billion in inflows.

5 Most-Loved ETFs of 1H 2023

These two popular ETFs have very different strategies.

Better Buy: SCHD or JEPI?

JPMorgan Income ETF

The JPMorgan Equity Premium Income ETF (JEPI) has grown significantly since January 2021. However, its strategy of writing covered calls on the S&P 500 Index makes it vulnerable to market declines. Despite its high yield, the premium collected during market declines may not be enough to offset potential losses from JEPI's underlying asset. The JPMorgan Income ETF (JPIE), which invests in various fixed-income markets and sectors, could be a beneficial addition or alternative to JEPI, offering a 30-day SEC yield of about 6.4%.

JEPI Investors Should Consider Adding JPIE To Their Portfolio

ARK Fintech Innovation ETF

ARK Web x.0 ETF

ProShares Bitcoin Strategy ETF

Bitwise Crypto Innovators ETF

Global X Blockchain & Bitcoin Strategy ETF

2x Bitcoin Strategy ETF

Global X Blockchain ETF

Valkyrie Bitcoin Strategy ETF

First Trust SkyBridge Crypto Industry and Digital Economy ETF

VanEck Vectors Digital Transformation ETF

Invesco DB Agriculture Fund

Xtrackers MSCI EAFE Hedged Equity ETF

Hashdex Bitcoin ETF

First Trust NYSE Arca Biotechnology Index Fund

Fidelity Covington Trust-Fidelity Crypto Industry And Digital Payments Etf

First Trust Global Tactical Commodity Strategy Fund

Grayscale Future of Finance ETF

iShares Blockchain And Tech ETF

iShares Transportation Average ETF

US Global Jets ETF

KraneShares Global Carbon ETF

Simplify Bitcoin Strategy PLUS Income ETF

Hello! This week's ETF Wrap looks at top performers in the first half of 2023, as well as flows, as stocks rally and crypto-related funds jump so far this year.

Here are the top-performing ETFs in first half of 2023 as crypto-related funds soar

ASYMshares ASYMmetric 500 ETF

Vanguard Total Bond Market ETF

iShares MSCI USA ESG Optimized ETF

Asymmetric Smart Income ETF

Motley Fool 100 Index ETF

Motley Fool Capital Efficiency Index ETF

Motley Fool Next Index ETF

VictoryShares Free Cash Flow ETF

Asymmetric Smart Alpha S&P 500 Etf

On this episode of ETF Prime, VettaFi's Todd Rosenbluth reviewed the top five ETFs by flows in the first half of 2023 with host Nate Geraci. Darren Schuringa of ASYMmetric ETFs talked about the firm's Smart ETF suite, and Charly Travers of Motley Fool discussed portfolio management and their small-cap ETF.

ETF Prime: Todd Rosenbluth Looks Back on First Half's Top ETFs

Covered call ETFs are becoming extremely popular among investors. Data shows that investors have poured over $10 billion in JPMorgan Equity Premium Equity Income ETF (JEPI), bringing its total assets to more than $28 billion.

As JEPI and JEPQ ETFs gain traction, are they good income investments?

Canada has experienced strong ETF growth aided by continued investor adoption of innovative products, much like the U.S. ETF market.

Looking to Canada for ETF Innovation

Covered call ETFs are a potentially great choice for certain kinds of investors seeking high income and low volatility in tax-deferred accounts. JPMorgan Equity Premium Income ETF is the most popular high-yield ETF in this space and for good reason. JEPI management is guiding for 8% long-term returns, 80% of the S&P's with 35% lower volatility. Amplify CWP Enhanced Dividend Income ETF is a 5-star rated alternative that has historically delivered superior returns to JEPI. BUT there are several very important facts you need to know before buying the DIVO ETF.

News for JPMorgan Equity Premium Income ETF ETF (JEPI)