I would like to request 2 dividend ETF’s.
- JEPI or JPMorgan Equity Premium Income ETF
Designed to provide current income while maintaining prospects for capital appreciation.
Generates income through a combination of selling options and investing in U.S. large cap stocks, seeking to deliver a monthly income stream from associated option premiums and stock dividends
Constructs a diversified, low volatility equity portfolio through a proprietary research process designed to identify over- and undervalued stocks with attractive risk/return characteristics
Seeks to deliver a significant portion of the returns associated with the S&P 500 Index with less volatility, in addition to monthly income
- SCHD or Schwab US Dividend Equity ETF
SCHD is a market-cap-weighted fund whose selection universe only includes firms with a 10-year history of paying dividends. Within that universe, SCHD uses fundamental screens (cash-flow to debt ratio, ROE, dividend yield, and dividend growth rate) to build its portfolio. The objective is to focus on quality companies with sustainable dividends. As such, this approach gives the fund a modest large cap tilt and excludes REITs entirely. Individual securities are capped at 4% and sectors capped at 25% of the portfolio. Its overall composition is reviewed annually, while the portfolio is rebalanced quarterly.
I think both are very safe and give good returns overtime. Hopefully it is possible to add these ETF’s. It would be an added value to bux.
Thank you very much.