Trane Technologies plc

Progressive

NVIDIA

ServiceNow

Amazon

Mastercard

Southern Company

Visa

Lowe's

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.

Enterprise Products Partners

JPMorgan Nasdaq Equity Premium Income ETF

Altria

Public Storage

5 Impressive High Yield Ideas For A Healthy Retirement

Schwab US Dividend Equity ETF

Dividend investing combines steady income with long-term growth, making it a resilient strategy. The JPMorgan Equity Premium Income ETF (JEPI) and Schwab U.S. Dividend Equity ETF (SCHD) are popular options for dividend investors. JEPI offers lower volatility, higher dividend yield, and better risk-adjusted returns compared to SCHD.

JEPI Vs. SCHD: One Is Good, But The Other Is Better

Ares Capital

BlackRock Science & Technology

Crescent Capital BDC Inc

Calamos Dynamic Convertible & Income Fund

Calamos Global Total Return Fund

Eaton Vance Enhanced Equity Income Fund II

Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Eaton Vance Tax-Advantaged Dividend Income Fund

Fidus Investment

Guggenheim Strategic Opportunities Fund

John Hancock Tax-Advantaged Dividend Income Fund

Barings Corporate Investors

PIMCO Corporate & Income Strategy Fund

PIMCO Dynamic Income Fund

John Hancock Premium Dividend Fund

PIMCO Corporate & Income Opportunity Fund

Global X NASDAQ 100 Covered Call ETF

Cohen & Steers Quality Income Realty Fund

Royce Value Trust

Global X Russell 2000 Covered Call ETF

Special Opportunities Fund Inc

Credit Suisse X-Links Crude Oil Shares Covered Call ETN

Cohen & Steers Infrastructure Fund Inc

Total Return is the actual rate of return for an investment over a given evaluation period, typically one, three, five, or ten years. The Total NAV Return is the sum of all dividends/distributions, assuming they are reinvested, plus the change in the NAV of the fund, be it positive or negative. However, managing our portfolio is not only about applying financial rules, because it is not certain that dividends can and will always be reinvested.

My 9% Income Portfolio-Living Off Dividends

Alerian MLP ETF

VanEck Vectors BDC Income ETF

Energy Transfer LP Unit

SPDR Gold Trust

Realty Income Corp

ALPS Active REIT ETF

iShares Silver Trust

Virtu Financial

Utilities Select Sector SPDR Fund

Successful dividend investing requires proper diversification, not just picking stocks. Broadly diversified ETFs may not be enough for sufficient diversification, or at least may meaningfully underperform an intelligently weighted portfolio. We share three undervalued and high-yielding dividend stocks that are expected to thrive amidst the shifting macroeconomic and geopolitical landscapes expected to unfold in 2024.

3 Top High-Yield Dividend Stocks For 2024

WisdomTree US Quality Dividend Growth Fund

Vanguard S&P 500 ETF

The popularity of exchange-traded funds has grown immensely over the past 30 years. There are currently thousands of ETFs open to non-professional investors.

3 Brilliant ETFs to Buy Right Now

ARK Innovation ETF

Amplify Transformational Data Sharing ETF

Vanguard Total International Bond ETF

Manager Directed Portfolios - iM DBi Managed Futures Strategy ETF

iShares MSCI Emerging Markets ex China ETF

Fidelity Blue Chip Growth ETF

SPDR S&P China ETF

iShares Core MSCI Emerging Markets ETF

iShares Core S&P 500 ETF

Kraneshares Dynamic Emerging Markets Strategy ETF

AdvisorShares Pure US Cannabis ETF

Wisdomtree US Quality Growth Fund

Invesco QQQ

SPDR S&P 500 ETF Trust

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

Vanguard Short-Term Inflation-Protected Securities ETF

Vanguard FTSE Emerging Markets ETF

SPDR S&P Biotech ETF

Technology Select Sector SPDR Fund

Hello! This is MarketWatch reporter Isabel Wang bringing you this week's ETF Wrap. In this week's edition, we look at ETF strategies that have exploded in popularity in 2023, and whether they will continue to gain momentum in the year ahead.

These ETF strategies were big winners in 2023. Here's where one CFRA analyst sees them going next year.

Vanguard Extended Duration Treasury ETF

Active ETFs are gaining traction. But advisors control the lion's share of institutional assets for now.

Active ETFs Gain Some Traction, Says Cerulli

The JPMorgan Equity Premium Income ETF (JEPI) and JPMorgan Nasdaq Equity Premium ETF (JEPQ) had a strong performance in 2023 in terms of assets. JEPI's total assets surged by over $12 billion and hit $30 billion.

JEPI and JEPQ ETFs had record inflows in 2024: were they worth it?

JPMorgan Chase & Co

PIMCO Enhanced Short Maturity Active ETF

Interest in actively managed ETFs has largely shifted from being centered on bond markets to equities. 2023 was yet another successful year of positive growth for active ETFs.

Actively Managed ETFs: Growing At The Expense Of Mutual Funds And Passive ETFs

iShares U.S. Home Construction ETF

Roundhill Magnificent Seven ETF

Robo Global Artificial Intelligence ETF

Vanguard Real Estate ETF

Valkyrie Bitcoin Miners ETF

Consumer Discretionary Select Sector SPDR Fund

We discuss some of the hot events of 2023 that influenced the market in a big way.

5 ETF Stories of 2023 Likely to Stay Relevant in 2024 Too

First Trust BuyWrite Income

First Trust BuyWrite Income ETF seeks to provide current income to its investors. The income objective is met with a two pronged approach. The fund yields over 8% and has had decent NAV preservation since inception in 2014.

FTHI Vs. JEPI: Who Has Got You Covered?

iShares iBoxx High Yield Corporate Bond ETF

SPDR Bloomberg High Yield Bond ETF

Kraneshares China Internet And Covered Call Strategy Etf

KraneShares CSI China Internet ETF

ProShares S&P 500 Dividend Aristocrats ETF

SPDR S&P Dividend ETF

"We are absolutely going to see more of these options-based products come to market. We see it in our own book," BNY Mellon's Ben Slavin said.

This ETF offering could become next year's hot product

Several leading investors have recently expressed concern about the attractiveness of leading mega-cap technology stocks. We examine their concerns. We then compare JPMorgan Equity Premium Income ETF and JEPQ side-by-side with their concerns and other factors in mind to see which is the better buy for massive monthly dividends.

Billionaires Bearish On Magnificent 7: JEPI Or JEPQ For Massive Dividends?

iShares Russell 2000 ETF

Kraneshares California Carbon Allowance ETF

O'Shares US Small-Cap Quality Dividend ETF

SPDR Portfolio Small Cap ETF

Neos S&P 500 High Income ETF

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides to debate controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Bull vs. Bear: Should Portfolios Include Small-Caps in 2024?

Amplify CWP Dividend & Option Income ETF

iShares S&P 500 Growth ETF

Financial Select Sector SPDR Fund

Invesco S&P 500 Quality ETF

It's been the year of active equity ETFs, the year of covered call ETFs, and a year when growth and quality has mattered most in the equity market. All of this is now clear from the year-to-date net inflows and fund performance records.

5 Charts on ETFs Recapping Equities in 2023

JPMorgan Equity Premium Income ETF offers a reliable income history and relatively stable trading range. And average price around $56 since inception, with occasional drops into the low $50s and peaks above $60, though we question the value relative to the market currently. The fund's approach of segmenting off call options within the portfolio and selling out-of-the-money calls helps limit long-term risk and provides a near 9% yield currently.

Buy JEPI? A Market Disconnect And Declining Distributions

Dividend investing is a great way to compound wealth and passive income over the long-term. SCHD and JEPI are among the most popular dividend ETFs, with rapidly growing AUM. We assess the current macro environment and offer our take on which is the better buy in the current environment.

Better Dividend ETF For December 2023: SCHD Or JEPI?

iShares S&P GSCI Commodity Indexed Trust

SPDR S&P Oil & Gas Exploration & Production ETF

The Federal Reserve might be done raising interest rates for a while. And some investors are looking for the best ETFs if that's the case.

3 ETFs Poised To Thrive If Rates Dip And The Dollar Weakens

BNY Mellon Concentrated International ETF

Calamos Convertible Equity Alternative ETF

Dimensional US Core Equity 2 ETF

Dimensional California Municipal Bond ETF

Fidelity Enhanced Large Cap Core ETF

Goldman Sachs Future Consumer Equity ETF

Hartford Schroders Tax-Aware Bond ETF

Franklin Income Focus ETF

JPMorgan US Tech Leaders ETF

PIMCO Multi Sector Bond Active ETF

T Rowe Price International Equity ETF

The winter holiday season is here, and I wanted to join in the festivities. Recently, advisors have become more comfortable turning to active ETFs to help them and their clients navigate the uncertain market environment.

8 Under-the-Radar Active ETFs for the Holidays

JPMorgan Equity Premium Income ETF is a promising high-yield, covered call ETF. JEPI has achieved high returns since its launch in 2020 and currently offers an 8.7% yield. The ETF is broadly diversified, including core S&P 500 stock holdings, and is attractive for income-focused investors because of the application of a covered call option strategy.

JEPI: Why I Am Making An Aggressive Bet On This 8.7%-Yielding ETF

Blackrock Flexible Income ETF

JPMorgan Hedged Equity Laddered Overlay ETF

With more than 3,000 ETFs to cover and many new ones launching each month, it is easy to forget. For many people, S&P 500 Index-based ETFs remain the core of their portfolio.

What ETFs Were Popular in November?

JPMorgan BetaBuilders Japan ETF

Janus Henderson Mortgage-Backed Securities ETF

iShares MBS ETF

Invesco S&P 500 Low Volatility ETF

Meet a Strategist is a feature where Evan Harp talks to different strategists about how their firms are responding to the current moment. This week, he sat down with Rob Williams, chief investment strategist of Sage Advisory.

Meet a Strategist: Rob Williams of Sage Advisory

Schwab U.S. Dividend Equity ETF and JPMorgan Equity Premium Income ETF are popular ETFs among investors. SCHD has greater exposure to the energy sector and holds fewer tech stocks compared to JEPI. JEPI focuses on high growth names from the tech sector and targets a monthly high-yield distribution.

SCHD Vs. JEPI: Which ETF Will Outperform In 2024?

JPMorgan Equity Premium Income ETF has seen a significant increase in assets under management despite a decline in share price, indicating new capital inflows. JEPI's structure and distribution track record have made it a popular choice among income investors, with its AUM growing by over 100% since September 2022. The current macroeconomic environment, with high risk-free yields, is favorable for income-focused ETFs like JEPI, and as rates decline, more capital is expected to flow into the equity markets.

JEPI: Continuing To Be An Attractive 9% Yielding Investment

JPMorgan Equity Premium Income ETF is a strong investment option for passive income investors with a long-term horizon. JEPI has achieved annual returns of over 10% since its inception and remains attractive in both inflationary and non-inflationary environments. The fund is well-diversified across cyclical and non-cyclical industries and offers a monthly distribution, currently yielding 9%.

JEPI: I Am Getting A 9% Yield On My Last Buy

News for JPMorgan Equity Premium Income ETF ETF (JEPI)