Amid heavy concentration in mega-cap tech stocks, 39% of advisors plan to increase exposure to U.S. small- and mid-cap equities in the second half of 2026 to reduce portfolio risk. Alternatives like the Invesco Nasdaq Next Gen 100 ETF (QQQJ) offer more sector diversification beyond tech, while ETFs like VictoryShares Small Cap Free Cash Flow (SFLO) and actively managed funds such as Fidelity Fundamental Small-Mid Cap (FFSM) and T. Rowe Price Small-Mid Cap (TMSL) provide quality-focused small- and mid-cap investment options. This shift reflects a growing trend to balance growth opportunities with risk management outside the mega-cap space.
The NEOS Nasdaq-100 High Income ETF (QQQI) offers attractive monthly dividends, distributing $7.63 per share over the past year. However, it underperformed the Nasdaq-100 index by about 6 percentage points year-to-date through July 2026, returning 12...
In 2026, the Invesco QQQ Trust ETF, tracking the NASDAQ-100, returned 18.10%, slightly outperforming Broadcom's 15.99% gain. Broadcom saw impressive AI semiconductor revenue growth, with a 143% year-over-year increase in Q2 fiscal 2026 and management...
JPMorgan's NASDAQ Equity Premium Income ETF (JEPQ) delivers attractive monthly income through covered-call options but limits upside gains compared to the uncapped Invesco QQQ ETF. While JEPQ charges a 0.35% fee, the real cost is the capped returns a...
The JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) pays a high 10.5% distribution yield while its share price rises with the Nasdaq-100, offering income investors a rare combination of yield and growth. JEPQ holds tech giants like NVIDIA but sells ...
The REX AI Equity Premium Income ETF (AIPI) changed its distribution schedule from monthly to weekly payments while maintaining a similar annual yield near 35%. The fund generates income by selling call options on AI-focused stocks like Palantir and ...
