Index Covered Call
JEPI$0.00+0.00%
YTD
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1Y
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Yield
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Conf 0%
Education-first guides on dividends, taxation, and covered-call ETFs. A 187-fund income library with sector + ROC + yield filters. A 10-symbol comparison tool with autocomplete and full fundamentals. An ETF Mix Builder. Plus Pro-grade trade ideas across stocks + ETFs.
Click any card to read the deep dive. Cover everything from dollar-cost averaging to return-of-capital and covered-call mechanics.
Ranked actions across income ETFs, core ETFs, sectors, and quality single names. Pulls live yields, YTD and 1-year returns, and our scoring model.
Normalized return chart + full fundamentals: CAGR, vol, max drawdown, beta, market cap, 52w range, PE, and multi-period returns. Daily data via yfinance.
| Sym | Total | Price | CAGR | Vol | DD | Div |
|---|---|---|---|---|---|---|
| VOO | +16.20% | +14.87% | +16.27% | +12.69% | -8.90% | +1.22% |
| QQQ | +18.08% | +17.53% | +18.16% | +19.87% | -11.96% | +0.51% |
| SCHD | +32.72% | +28.22% | +32.87% | +11.16% | -6.87% | +3.94% |
| Metric | VOOVanguard S&P 500 ETF | QQQInvesco QQQ Trust, Series 1 | SCHDSchwab US Dividend Equity ETF |
|---|---|---|---|
| Price | $701.61 | $709.80 | $34.35 |
| Sector | — | — | — |
| Market cap | 1.73T | 498.95B | 107.89B |
| 52W high | $718.47 | $762.86 | $35.31 |
| 52W low | $578.46 | $555.6 | $26.32 |
| Beta | — | — | — |
| Avg vol (10d) | 5.1M | 37.1M | 22.7M |
| Yield | 1.06% | 0.42% | 3.24% |
Build any blended portfolio — paste any ticker (stock, ETF, or CEF) below, or pick income ETFs from the catalog. Adjust weights to see blended yield, returns, expense ratio, and a ROC-risk score.
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Type a ticker in the input above (works for any stock, ETF, or CEF), or scroll down and click "+ Add to Mix" on an income ETF card.
Name your favourite blends, get a live performance snapshot vs SPY, and receive a weekly email every Saturday morning at 9am ET.
Live yields and total returns across every major income strategy: covered-call (index + single-stock), dividend growth, high-yield bond, preferred, REIT, MLP, muni, mortgage, senior loan, hedged equity, cash-equivalent, and 40+ leveraged Closed-End Funds (CEFs).
Roundhill S&P 500 0DTE Covered Call
Daily 0DTE call writes on SPX. Weekly distributions.
Credit Suisse X-Links Crude Oil ETN
Covered-call on crude oil ETF.
REX NVDA Growth & Income
NVDA with partial CC overlay — keeps some upside.
YieldMax TSLA Option Income
Synthetic CC on Tesla.
YieldMax MARA Option Income
Synthetic CC on Marathon Digital.
YieldMax Magnificent 7 Income
Synthetic CC exposure to Mag-7 via underlying YieldMax single-name ETFs.
YieldMax Universe of Yield ETFs
Fund-of-funds across YieldMax single-name option-income ETFs.
YieldMax GOOGL Option Income
Synthetic CC on Alphabet.
YieldMax NFLX Option Income
Synthetic CC on Netflix.
YieldMax COIN Option Income
Synthetic CC on Coinbase.
Roundhill Bitcoin Covered Call
Covered calls on bitcoin futures via BITO.
YieldMax NVDA Option Income
Synthetic CC on NVDA.
Defiance Russell 2000 Income Daily Target
Daily 0DTE put-write on Russell 2000.
YieldMax Innovation Option Income
Synthetic CC on ARKK ETF.
Defiance Nasdaq-100 Income Daily Target
Daily 0DTE put-write on Nasdaq-100. Weekly distributions.
YieldMax Ultra Option Income Strategy
Aggressive option-income across multiple underlyings.
YieldMax MSTR Option Income
Synthetic CC on MicroStrategy.
YieldMax META Option Income
Synthetic CC on Meta.
YieldMax AMZN Option Income
Synthetic CC on Amazon.
VanEck Mortgage REIT Income
Mortgage REITs — high yield from MBS leverage.
Invesco Senior Income Trust
Senior bank loans + leverage. Monthly distribution.
PIMCO Commercial Mortgage Securities Trust
Commercial MBS-focused CEF.
Defiance Daily Target 1.75X Long QQQ
1.75x daily QQQ with option overlay.
BlackRock Floating Rate Income Trust
Leveraged senior loan portfolio.
Nuveen Credit Strategies Income
Multi-strategy HY + loans + preferreds.
Amplify High Income ETF
ISE High Income Index — 45 highest-yielding CEFs.
Nuveen Floating Rate Income Fund
Leveraged senior bank loans.
PIMCO Corporate & Income Opportunity Fund
PIMCO's flagship HY-tilted income CEF.
PIMCO Corporate & Income Strategy Fund
Sister fund to PTY; corporate credit + multi-sector tilt.
VanEck BDC Income ETF
Business Development Companies — private credit yield.
Gabelli Equity Trust
Mario Gabelli value-equity CEF. 10% distribution policy.
Liberty All-Star Equity Fund
Multi-manager US equity CEF; pays 10% mandatory distribution.
JPMorgan Nasdaq Equity Premium Income
Same as JEPI on Nasdaq-100. Higher yield, higher vol.
iShares Mortgage Real Estate
mREITs concentrated basket.
Calamos Convertible & High Income
Sister fund to CHI with more HY tilt.
Calamos Convertible Opportunities & Income
Leveraged convertible bond + HY portfolio.
BlackRock Enhanced Capital and Income Fund
Large-cap value + covered call overlay.
PIMCO Strategic Income Fund
Multi-sector PIMCO income CEF.
Global X SuperDividend ETF
100 highest-yielding stocks globally.
Global X SuperDividend REIT
30 highest-yielding REITs globally.
Cohen & Steers Quality Income Realty
Quality REIT portfolio with ~25% leverage.
Cohen & Steers REIT and Preferred Income
50/50 REITs + preferred securities. Leveraged.
Eaton Vance Enhanced Equity Income II
Growth-tilt sister fund to EOI.
Eaton Vance Tax-Managed Diversified Equity Income
US large-cap + partial CC overlay (~40% of book).
Eaton Vance Tax-Managed Global Buy-Write Opportunities
Global large-caps + systematic index calls.
Simplify Volatility Premium ETF
Short VIX-futures position with long out-of-the-money call hedge to cap tail losses.
Eaton Vance Tax-Managed Buy-Write Income
S&P 500 + at-the-money call writes for max premium.
John Hancock Tax-Advantaged Dividend Income
US dividend payers + preferreds, tax-managed.
Kurv Equity Yield Premium QQQ
QQQ with managed CC overlay.
JPMorgan Equity Premium Income
S&P 500 stocks + sells OTM index calls via ELNs. Monthly distributions.
Eaton Vance Enhanced Equity Income
Large-cap equity + tactical CC.
Eaton Vance Tax-Managed Buy-Write Opportunities
S&P 500 + Russell 1000 with systematic call writes. Tax-managed.
DNP Select Income Fund
Largest utility-focused CEF. Historically 7-8% distribution.
Alerian MLP ETF
Master Limited Partnerships in energy infrastructure.
Invesco CEF Income Composite ETF
Fund-of-CEFs tracking 100+ income CEFs. ETF wrapper.
ProShares S&P 500 High Income (Hedged)
S&P 500 + systematic collar (long put, short call) for hedged income.
Global X MLP
Low-cost MLP exposure.
YieldMax MSFT Option Income
Synthetic CC on Microsoft.
Cohen & Steers Infrastructure Fund
Global utility + pipeline + airport infrastructure.
SPDR Blackstone Senior Loan
Actively managed senior bank loans.
Adams Diversified Equity Fund
Oldest US CEF (since 1929). 6% annual distribution policy.
iShares 0-5 Year HY Corp Bond
Short-duration HY; less rate-sensitive.
SPDR Bloomberg Short-Term HY
Short-duration version of JNK.
iShares Broad USD High Yield Corp Bond
Broader HY universe than HYG.
First Trust High Income ETF
Active SPX-based equity + covered call.
Invesco Financial Preferred
Bank/insurance preferreds only.
Invesco S&P 500 BuyWrite ETF
Tracks CBOE S&P 500 BuyWrite Index (BXM).
Invesco Preferred ETF
Domestic preferred shares.
SPDR Bloomberg High Yield Bond
Broad junk bond index. Monthly distributions.
Global X US Preferred
Low-cost PFF alternative.
VanEck Fallen Angel HY Bond
Recently-downgraded investment-grade bonds (fallen angels).
Reaves Utility Income Fund
US utility + telecom equity with modest leverage.
iShares Fallen Angels USD Bond
Same fallen-angel strategy as ANGL.
iShares Emerging Markets HY Bond
EM sovereign + corporate HY.
Global X SuperDividend US
50 highest-yielding US stocks.
Xtrackers USD High Yield Corp Bond
Low-cost HYG alternative.
YieldMax Target 12 Big Tech
Target 12% annual yield on big-tech basket via options overlay.
Invesco Senior Loan ETF
Floating-rate senior bank loans. Less rate-sensitive.
Global X S&P 500 Covered Call
SPX + ATM monthly index call writes.
First Trust Preferred Securities & Income
Active preferred + hybrid securities.
Invesco Variable Rate Preferred
Variable-rate preferreds = less duration.
Global X Russell 2000 Covered Call
Russell 2000 + ATM call writes.
Pacer NewLeaf Active Income
Active mid-cap income + tactical CC.
iShares iBoxx High Yield Corp Bond
Largest HY corporate bond ETF.
Vanguard EM Govt Bond
Low-cost EM sovereign bond exposure.
iShares International Select Dividend
Developed-market high yielders.
Global X Nasdaq-100 Covered Call
NDX + ATM call writes. Highest-AUM CC ETF.
iShares Preferred & Income Securities
US preferred shares; bond-equity hybrid.
iShares JP Morgan USD EM Bond
USD-denominated EM sovereign + corporate bonds.
Janus AAA CLO ETF
AAA-rated collateralized loan obligations.
Invesco S&P 500 High Dividend Low Volatility
High-yield + low-vol screen.
SPDR Nuveen Bloomberg HY Muni
HY muni index. Federal tax-free.
Vanguard Total Intl Bond
USD-hedged international developed-market bonds.
VanEck High Yield Muni
Below-investment-grade muni bonds. Tax-free at federal level.
Invesco High Yield Equity Dividend Achievers
Yield-screened US dividend achievers.
iShares MBS ETF
Agency MBS index — Fannie/Freddie/Ginnie.
Vanguard Mortgage-Backed Securities
Low-cost MBS exposure.
Global X MLP & Energy Infrastructure
MLP + energy infrastructure C-corps.
iShares Floating Rate Bond
Investment-grade floating-rate corp bonds.
Alerian Energy Infrastructure
Midstream energy index w/o MLP tax issues.
First Trust Morningstar Dividend Leaders
Top yielders with track record of growth.
Vanguard Real Estate
Broad US REIT index — equity REITs.
WisdomTree Floating Rate Treasury
Floating-rate Treasuries.
Invesco S&P Ultra Dividend Revenue
60 highest-yielders revenue-weighted.
SPDR Bloomberg 1-3 Month T-Bill
Short T-Bills. Nearest-thing to risk-free yield.
iShares 0-3 Month Treasury Bond
Ultra-short T-Bills. Cheaper than BIL.
Global X Nasdaq-100 Covered Call & Growth
Half-overwrite: writes calls on 50% of NDX, leaves 50% uncapped.
Amplify Samsung SOFR Active Treasury
SOFR-linked active Treasury portfolio.
iShares Global REIT
Global REIT exposure incl. Asia + Europe.
YieldMax AAPL Option Income
Synthetic CC on Apple.
Vanguard Tax-Exempt Bond
Broad IG muni; tax-free.
SPDR Dow Jones REIT
Dow Jones REIT index.
Fidelity MSCI Real Estate Index
Low-cost MSCI REIT index.
Pacer Metaurus US Large Cap Dividend Multiplier 400
SPX + 3x dividend exposure via futures.
iShares Select Dividend
100 highest-yielding stocks with consistent dividends.
iShares National Muni Bond
Investment-grade muni index. Tax-free.
Schwab US Dividend Equity
100 high-quality US dividend payers, 10y payout history.
Schwab US REIT
Low-cost VNQ alternative.
iShares Core High Dividend
Top 75 yielders with sustainable payouts.
YieldMax PYPL Option Income
Synthetic CC on PayPal.
REX AI Equity Premium Income
AI thematic basket + CC overlay.
iShares Adv Large Cap Buy-Write
Large-cap holdings + systematic call writes. iShares' answer to JEPI.
SPDR S&P Dividend ETF
20+ year dividend growers, equal-weighted.
Global X S&P 500 Covered Call & Growth
Half-overwrite on SPX. Better total return than XYLD over cycles.
Vanguard High Dividend Yield
Cap-weighted basket of above-avg yielding US large caps.
Amplify CWP Enhanced Dividend Income
Dividend portfolio + tactical CC writes (not all positions).
ProShares S&P MidCap 400 Dividend Aristocrats
Mid-cap version of NOBL — 15+ year growers.
Vanguard International Dividend Appreciation
International dividend growers.
ProShares S&P 500 Dividend Aristocrats
25+ years of consecutive dividend increases.
iShares Core Dividend Growth
5+ year growers screened for payout ratio + quality.
Vanguard Dividend Appreciation
10+ year dividend growers.
NEOS S&P 500 High Income
SPX + dynamic OTM call spreads. Tax-efficient 1256 contracts.
Invesco S&P 500 Downside Hedged Portfolio
S&P 500 exposure with dynamic VIX-futures hedge to dampen drawdowns.
Roundhill Magnificent Seven
Equal-weight Mag-7 (no options overlay).
WisdomTree US Quality Dividend Growth
Quality-screened dividend growers, fundamentals weighted.
Simplify US Equity PLUS Downside Convexity
100% S&P 500 + put-spread overlay for asymmetric downside protection.
REX FANG & Innovation Premium Income
FANG names + active CC.
Goldman Sachs S&P 500 Core Premium Income
Goldman's tax-efficient SPX CC ETF.
ProShares S&P 500 High Income
SPX + daily call writes for steady income.
Tuttle Capital 2X Long MicroStrategy
2x daily MSTR — extreme bitcoin-leveraged equity.
Goldman Sachs Nasdaq-100 Core Premium Income
Goldman's NDX CC ETF.
JPMorgan Hedged Equity 2 Fund A
Variant of JHEQX with staggered collar reset.
NEOS Nasdaq-100 High Income
NDX + tax-efficient call-spread overlay.
REX FANG & Innovation Equity Premium Income
FANG basket + covered calls.
YieldMax DIS Option Income
Synthetic CC on Disney.
Defiance S&P 500 Income Daily Target
Daily 0DTE put-write on SPX.
Defiance Semiconductor Income
Synthetic CC on SMH (semis basket).
REX 2X Long NVDA Daily Target
2x leveraged daily NVDA with income overlay.
REX TSLA Growth & Income
Tesla long + partial CC for both income + growth.
NEOS Bitcoin High Income
Bitcoin futures + call-spread overlay.
Tuttle Capital 2X Long Tesla
2x daily Tesla swap-based exposure.
Tuttle Capital 2X Long Apple
2x daily Apple swap-based.
Strategy Stretch Variable-Rate Preferred
Perpetual preferred on $100 stated value; ~12% variable coupon adjusted monthly, paid semi-monthly. Rate managed to hold price near par.
Strive Variable-Rate Preferred
Strive Asset Management perpetual preferred; ~12.75% coupon paid monthly, board can step rate up.
Strategy Strife 10% Preferred
Perpetual preferred, fixed 10% coupon on $100 stated, paid quarterly. Senior to STRK/STRD.
Strategy Stride 10% Preferred
Perpetual preferred, 10% non-cumulative coupon paid quarterly. Junior to STRF.
Strategy Strike 8% Convertible Preferred
8% perpetual preferred convertible into MSTR common; income + equity kicker.
Quantify Preferred Yield
Quantitative preferred selection.
NEOS Real Estate High Income
REIT basket + tax-efficient call-spread overlay.
Roundhill Weekly T-Bill ETF
Weekly distributions of short-T-bill yield.
NEOS Enhanced Income Cash Alternative
Short Treasuries + options income overlay.
Roundhill Acquirers Deep Value
Deep value small-caps using Acquirer's Multiple.
Innovator Hedged Nasdaq-100 Income
Nasdaq-100 + protective put + short call overlay.
First Trust Hedged Equity ETF
Tracks an S&P 500 hedged-equity index via quarterly options-collar resets.
JPMorgan Hedged Equity Fund
S&P 500 + 5%/-20% protective put-spread collar reset quarterly. (Mutual fund.)
FT Cboe Vest Fund of Buffer ETFs
Fund-of-funds rotating across monthly Innovator buffer ETFs.
Innovator Equity Defined Protection 1-Yr
S&P 500 exposure with a 100% downside buffer over a 1-year outcome period.
Innovator Defined Wealth Shield
20% downside buffer with quarterly reset.
Innovator Equity Managed Floor
Equity portfolio with put-floor managed dynamically (-10% floor).
AllianzIM U.S. Large Cap Buffer10 Apr
S&P 500 buffer ETF with 10% downside protection, April outcome period.
Fidelity Hedged Equity
S&P 500 + rolling collar overlay.
Calamos S&P 500 Structured Alt Protection
100% downside buffer over the outcome period; capped upside.
Innovator Equity Buffer Mar Quarterly
S&P 500 with quarterly 10% downside buffer.
Nationwide Nasdaq-100 Risk-Managed Income
Nasdaq-100 long + systematic put + short call (full collar overlay).
Nationwide S&P 500 Risk-Managed Income
S&P 500 long + protective put + short call (full collar).
PIMCO Dynamic Income Fund
Flagship multi-sector PIMCO CEF (MBS, EM debt, HY, IG, derivatives). Monthly distribution.
PIMCO Dynamic Income Opportunities Fund
Newer PIMCO Dynamic Income sister fund. Same playbook as PDI.
BlackRock Science and Technology Trust
Concentrated mega-cap tech + selective CC writing.
BlackRock Science and Technology Trust II
Sister fund to BST with private-equity tech sleeve.
Cohen & Steers Total Return Realty
Unlevered Cohen & Steers REIT fund.
CBRE Global Real Estate Income Fund
Global REIT income with leverage. Monthly distributions.
Kayne Anderson MLP/Midstream Investment
Leveraged MLP & midstream basket.
Tortoise Energy Infrastructure
Pipeline + midstream MLP focus.
Nuveen Floating Rate Income Opportunity
Sister fund to JFR.
DoubleLine Income Solutions Fund
Jeffrey Gundlach's multi-sector credit CEF.
DoubleLine Yield Opportunities
Multi-sector DoubleLine income fund.
Ares Dynamic Credit Allocation
Loans + CLOs + HY bonds in a single levered wrapper.