ETF

QQQI: Beware Of Buying This Opaque ETF With A Short Performance Record (Archive)

QQQI’s black-box strategy and short record make its rich yield deceptively risky.

How Does SCHD Fare Vs. The SPY And Other Yield Plays? (Archive)

SCHD’s sector tilts, valuation, and technicals leave it trailing SPY, despite attractive yield-focused alternatives.

BIZD: Attractive Double-Digit Yields For Income Investors (Archive)

Moderately concentrated BDC ETF offering double-digit yields but limited margin of safety today.

PDI: Buy For A Double-Digit Yield And You May Even Beat The S&P 500 (Archive)

Double-digit bond income with a real shot at long-term S&P 500 outperformance.

PFFA: Best Among Its Preferred Share Peers (Archive)

Actively managed, leveraged preferred ETF offering high yield but only S&P 500-like returns.

JEPQ: Like The Sector Exposures, Dislike The Equity Linked Notes (Archive)

Risk-on tech tilt, but pricey ELN drag and better midstream income alternatives.

JEPI: Good Hedge Vs Tech-Heavy S&P500 In Current Rates Environment (Archive)

JEPI offers a defensive hedge to tech‑heavy SPY amid slower Fed rate cuts.