SeekingAlpha
2 Game-Changing Additions To Your Retirement Income Portfolio
SeekingAlpha
When Direction Fails, Income Prevails: A Case For Equity Premium Strategies
SeekingAlpha
CEFS Vs. PCEF: Saba's Management Is Worth The Fees
SeekingAlpha
Discover why SPYI outshines JEPI amid fluctuating VIX levels and potential market volatility.
SeekingAlpha
The Nuveen S&P 500 Buy-Write Income Fund (BXMX) offers a consistent high yield (8.3%) and maintains value over time, making it a solid hold.
SeekingAlpha
BDCs, REITs, MLPs & CEFs offer yield, but fall short on growth and diversification. Read about 2 picks that tackle both for income-focused investors.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IEF | -0.18% | $34.17B | 0.15% | |
UTEN | 0.25% | $192.72M | 0.15% | |
FLGV | -0.34% | $976.63M | 0.09% | |
IBTO | -0.49% | $330.69M | 0.07% | |
SMB | -0.51% | $269.10M | 0.07% | |
SGOV | -0.86% | $45.91B | 0.09% | |
LGOV | -0.87% | $684.47M | 0.67% | |
FLMI | 0.97% | $649.76M | 0.3% | |
STXT | -1.12% | $134.15M | 0.49% | |
CGSM | -1.12% | $658.61M | 0.25% | |
GVI | 1.19% | $3.37B | 0.2% | |
CMBS | -1.19% | $427.55M | 0.25% | |
BNDX | 1.29% | $64.67B | 0.07% | |
GOVT | 1.32% | $27.25B | 0.05% | |
OWNS | 1.39% | $134.57M | 0.3% | |
IBTP | 1.55% | $129.44M | 0.07% | |
IGOV | -1.68% | $994.85M | 0.35% | |
SMMU | 1.95% | $822.53M | 0.35% | |
VTIP | 2.07% | $14.78B | 0.03% | |
CANE | 2.12% | $10.71M | 0.29% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
FMTO | -14.18% | $45.74M | -99.96% | 0.00% |
VRCA | -6.39% | $59.36M | -92.99% | 0.00% |
K | -5.85% | $28.49B | +32.17% | 2.77% |
NEOG | -3.77% | $1.42B | -51.08% | 0.00% |
VSA | -3.55% | $7.04M | -49.24% | 0.00% |
STG | -3.28% | $27.05M | -37.35% | 0.00% |
AGL | -2.75% | $1.06B | -54.30% | 0.00% |
DG | -0.84% | $20.45B | -36.56% | 2.55% |
LTM | -0.40% | $11.01B | -96.75% | 2.75% |
VHC | -0.13% | $34.69M | +74.89% | 0.00% |
CBOE | 0.91% | $22.95B | +20.67% | 1.12% |
UUU | 0.95% | $4.93M | +40.20% | 0.00% |
CYCN | 1.09% | $9.37M | +2.39% | 0.00% |
ZCMD | 1.19% | $32.45M | -11.38% | 0.00% |
VSTA | 1.37% | $326.82M | +11.64% | 0.00% |
MKTX | 1.54% | $8.01B | -1.42% | 1.39% |
RLX | 1.83% | $1.77B | -9.30% | 0.49% |
LITB | 2.66% | $21.28M | -72.45% | 0.00% |
MVO | 2.88% | $66.70M | -38.82% | 21.64% |
SRRK | 3.69% | $2.92B | +115.29% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -83.77% | $140.49M | 0.59% | |
VIXY | -74.36% | $109.64M | 0.85% | |
BTAL | -47.14% | $361.41M | 1.43% | |
IVOL | -40.56% | $353.94M | 1.02% | |
FTSD | -33.55% | $212.46M | 0.25% | |
XONE | -28.15% | $603.24M | 0.03% | |
SPTS | -26.92% | $5.76B | 0.03% | |
FXY | -23.38% | $838.61M | 0.4% | |
UTWO | -21.66% | $387.71M | 0.15% | |
SCHO | -19.78% | $10.87B | 0.03% | |
VGSH | -18.96% | $22.38B | 0.03% | |
SHYM | -18.19% | $322.93M | 0.35% | |
BILS | -17.84% | $3.96B | 0.1356% | |
TBLL | -16.75% | $2.46B | 0.08% | |
CLIP | -16.55% | $1.50B | 0.07% | |
XHLF | -15.79% | $1.46B | 0.03% | |
GBIL | -14.20% | $6.17B | 0.12% | |
IBTG | -13.72% | $1.88B | 0.07% | |
IBTI | -13.56% | $995.39M | 0.07% | |
IBTH | -12.86% | $1.53B | 0.07% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TDVG | 96.41% | $819.58M | 0.5% | |
RSPA | 96.27% | $319.03M | 0.29% | |
QUS | 96.19% | $1.49B | 0.15% | |
DLN | 95.94% | $4.77B | 0.28% | |
VIG | 95.56% | $88.69B | 0.05% | |
IUS | 95.29% | $611.36M | 0.19% | |
IVE | 95.23% | $37.22B | 0.18% | |
VOOV | 95.12% | $5.32B | 0.1% | |
SPYV | 95.11% | $25.55B | 0.04% | |
RSP | 95.08% | $73.05B | 0.2% | |
CFA | 95.07% | $524.37M | 0.35% | |
DGRO | 95.05% | $30.75B | 0.08% | |
IUSV | 95.03% | $20.10B | 0.04% | |
FDLO | 95.03% | $1.19B | 0.16% | |
PRF | 94.87% | $7.70B | 0.33% | |
FNDX | 94.84% | $17.81B | 0.25% | |
IWD | 94.81% | $61.22B | 0.19% | |
SCHV | 94.72% | $12.17B | 0.04% | |
DTD | 94.68% | $1.33B | 0.28% | |
VONV | 94.63% | $12.03B | 0.07% |
Current Value
$56.101 Year Return
Current Value
$56.101 Year Return
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
VHC | -0.13% | $34.69M | +74.89% | 0.00% |
LTM | -0.40% | $11.01B | -96.75% | 2.75% |
DG | -0.84% | $20.45B | -36.56% | 2.55% |
CBOE | 0.91% | $22.95B | +20.67% | 1.12% |
UUU | 0.95% | $4.93M | +40.20% | 0.00% |
CYCN | 1.09% | $9.37M | +2.39% | 0.00% |
ZCMD | 1.19% | $32.45M | -11.38% | 0.00% |
VSTA | 1.37% | $326.82M | +11.64% | 0.00% |
MKTX | 1.54% | $8.01B | -1.42% | 1.39% |
RLX | 1.83% | $1.77B | -9.30% | 0.49% |
LITB | 2.66% | $21.28M | -72.45% | 0.00% |
AGL | -2.75% | $1.06B | -54.30% | 0.00% |
MVO | 2.88% | $66.70M | -38.82% | 21.64% |
STG | -3.28% | $27.05M | -37.35% | 0.00% |
VSA | -3.55% | $7.04M | -49.24% | 0.00% |
SRRK | 3.69% | $2.92B | +115.29% | 0.00% |
NEOG | -3.77% | $1.42B | -51.08% | 0.00% |
ASPS | 4.00% | $69.98M | -57.72% | 0.00% |
SYPR | 4.00% | $37.69M | +21.48% | 0.00% |
CPSH | 4.55% | $27.45M | +8.62% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MCO | 82.09% | $87.67B | +18.28% | 0.72% |
BN | 80.82% | $98.39B | +33.78% | 0.55% |
MA | 80.73% | $528.67B | +26.88% | 0.49% |
CPAY | 79.69% | $24.48B | +22.75% | 0.00% |
MET | 79.64% | $54.01B | +9.51% | 2.74% |
BNT | 79.23% | $11.98B | +33.22% | 0.00% |
PFG | 78.67% | $18.25B | -3.39% | 3.58% |
AXP | 78.43% | $209.86B | +24.13% | 0.98% |
ARCC | 78.22% | $15.07B | - | 8.82% |
BLK | 77.93% | $152.30B | +21.71% | 2.09% |
JHG | 77.74% | $6.05B | +12.18% | 4.08% |
SEIC | 77.59% | $10.55B | +24.02% | 1.12% |
DD | 77.47% | $28.53B | -12.11% | 2.28% |
SPGI | 77.27% | $159.26B | +18.55% | 0.71% |
ITT | 76.78% | $11.82B | +8.44% | 0.87% |
TROW | 76.72% | $21.51B | -15.86% | 5.12% |
LIN | 76.56% | $213.81B | +5.71% | 1.25% |
PH | 76.42% | $85.95B | +24.68% | 0.99% |
ITW | 76.24% | $72.66B | -0.72% | 2.39% |
PRI | 75.74% | $9.08B | +23.13% | 1.30% |
JEPI - Traded Fund Trust JPMorgan Equity Premium Income ETF contains 114 holdings. The top holdings include V, MA, TT, PGR, NVDA
Name | Weight |
---|---|
1.75% | |
1.74% | |
1.71% | |
1.64% | |
![]() | 1.61% |
![]() | 1.60% |
1.57% | |
1.55% | |
![]() | 1.53% |
![]() | 1.49% |
1.48% | |
1.46% | |
![]() | 1.44% |
1.44% | |
1.38% | |
1.37% | |
1.33% | |
1.33% | |
1.32% | |
1.32% | |
1.32% | |
1.32% | |
1.31% | |
![]() | 1.30% |
- | 1.30% |
1.22% | |
![]() | 1.20% |
1.19% | |
1.18% | |
1.17% |
Sector | Weight |
---|---|
Information Technology | 16.12% |
Industrials | 13.25% |
Financials | 13.04% |
Health Care | 11.23% |
Consumer Discretionary | 9.03% |
Consumer Staples | 8.30% |
Communication Services | 5.63% |
Utilities | 4.82% |
Real Estate | 2.75% |
Energy | 2.57% |
Materials | 1.08% |