My $100,000 Dividend Portfolio Decision — JEPI, SPYI, Or XYLD
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 15 2024
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Source: Benzinga
Performance Comparison of ETFs: In 2024, SPYI has outperformed JEPI and XYLD with a total return of 16.5%, while JEPI captured only 58% of the S&P 500's return at 13.3%. SPYI also offers a higher yield of 8.9% compared to JEPI's 5.1% and XYLD's 6.9%.
Tax Efficiency and Strategy: Both SPYI and XYLD benefit from favorable tax treatment through Section 1256 contracts, allowing for better net income after taxes compared to JEPI, which uses Equity Linked Notes that are taxed as ordinary income.
Analyst Views on QQQY
Wall Street analysts forecast QQQY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for QQQY is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 23.360
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Current: 23.360
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
