Income

Covered Call Income ETFs

These funds sell upside to manufacture yield. Distribution rates look spectacular, but total return trails the underlying in strong markets, so compare total return, not yield.

Sort4 funds

JEPI

JPMorgan Equity Premium Income ETF

JPMorgan

Low-volatility equities plus written call options. Monthly income, capped upside.

Fee: 0.35%
AUM: $41.2B
Yield: 7.9%

1Y: +8.4%
5Y ann.: +10.4%
10Y ann.: —
All-time: —

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

JPMorgan

Same approach applied to the Nasdaq 100: higher yield, higher volatility.

Fee: 0.35%
AUM: $28.6B
Yield: 10.4%

1Y: +16.9%
5Y ann.: —
10Y ann.: —
All-time: —

QYLD

Global X Nasdaq 100 Covered Call ETF

Global X

Writes at-the-money calls on the whole portfolio: maximum income, capped upside.

Fee: 0.61%
AUM: $8.4B
Yield: 12.1%

1Y: +9.1%
5Y ann.: +6.9%
10Y ann.: —
All-time: —

DIVO

Amplify CWP Enhanced Dividend Income ETF

Amplify

Quality dividend payers with tactical, selective call writing rather than full coverage.

Fee: 0.56%
AUM: $4.1B
Yield: 4.6%

1Y: +12.8%
5Y ann.: +11.6%
10Y ann.: —
All-time: —