While SPDR S&P 500 ETF Trust (SPY) remains popular for broad U.S. equity exposure with a 12.71% gain in 2026, its low 1.2% quarterly yield limits income for retirees. The Global X SuperDividend U.S. ETF (DIV), offering a 6.9% yield with monthly payouts, has outperformed SPY with a 17.94% gain year-to-date. DIV focuses on high-yield, lower-volatility dividend stocks in energy midstream, shipping, utilities, and REITs. Although SPY leads in long-term total returns and has lower fees, DIV suits investors needing regular income and lower volatility, making a partial allocation from SPY to DIV a strategic income solution despite tax and sector risks.
The August jobs report showed stronger-than-expected job growth with 162,000 jobs added and unemployment steady at 4.1%, easing concerns about labor market weakness. This shifts the Federal Open Market Committee's (FOMC) attention fully to inflation ...
The Vanguard High Dividend Yield Index Fund (VYM) has a forward price-to-earnings ratio of 18.85, lower than the SPY's 20-21, resulting in a higher earnings yield despite its modest 2.2% dividend. Its portfolio is heavily weighted in financial stocks...
Goldman's S&P 500 Core Premium Income ETF (GPIX) has achieved a rare feat for covered-call funds by delivering a 13.4% total return year-to-date, nearly matching the SPDR S&P 500 ETF Trust (SPY) which is up 13.4% on price alone, while also paying a h...
The Schwab U.S. Large-Cap Growth ETF (SCHG) heavily concentrates its portfolio in just three tech giants—NVIDIA, Apple, and Microsoft—making up nearly a third of its holdings. Despite being marketed as a diversified large-cap growth fund, this concen...
The US bond market is experiencing increased volatility and uncertainty as the Federal Reserve has abandoned its forward guidance policy. This shift has led to surging Treasury yields that recent interventions have failed to contain, highlighting fis...
