You are by far the best compiler of information into spreadsheets and the best presenter of that information into readable and understandable understandable form. As an investor into all the Roundhill funds mentioned, you have confirmed why these funds, along with JEPI and JEPQ, form the core of my retirement investments.
Great job testing these. I really don't like people trying to live on all the distrubtions, but everyone has their own plan. I prefer to live off 8% and reinvest the rest. Merry Christmas.
Wow! I appreciate this data compilation. Super useful. In a tax-advantaged account where options, ETFs, and individual stocks are all possibilities, but trading time is limited, as is time horizon before retirement, so looking to maximize growth as quickly as possible to "catch up," perhaps establishing a long-term position in QDTE could be useful?
Awesome review. Been in all 3 of the major roundhill cc etfs since the beginning and loving the results so far. I try to reinvest a portion of the dividends mainly when they dip and it's working well
For me, I am 5-6 years from pulling income. I like these ETFs for the power of divided reinvestment. I view more for growth than income right now. I do believe though you have to keep a close eye on these. They aren’t without risk.
Wow. Ambitious project to evaluate that full list. I do not have any of Roundhill ETFs but I do find this analysis interesting. Thanks Better Than Average Joe
Thanks for this video, I’m really been toying with the idea of getting these to 5-10 a weeek in distributions, sprinkle that ammount in to auto purchase every week and keep the rest 😅
Thanks for another great comparison. This is very valuable to retired income-motivated invest investors who want ETFs with stable market values in their portfolio. Please consider always looking at that aspect of any self-directed options strategies you are discussing or researching. Thanks for all your hard work this year!!!
Not sure your name is actually Joe, but thank you Joe for all your videos and effort. Your approach, information and spreadsheet skills are fantastic and of real value! Thank you and Merry Christmas 🎄 Ps. I do agree that including div. Reinvestment is key. As an ex financial advisor, I would never expect or suggest any of these year old funds to support someone throughout their retirement. These are best should be supplemental and a small portion of a retirement portfolio. They are best viewed as possible growth platforms for people looking at retirement down the road, where you could ride out volatility. Therefore, as a potential driver for growth, they are likely dripped, more than than anything else I wonder if there's a way to find out globally what portion of a fund's dividends owners choose to reinvest?
Great video. So long story short these are good to build up and then transfer to a more stable etf when time to retire (like Jepq, jepi etc). Have a great Xmas!
You have a lot of people doing this in a retirement account that aren't retired so no tax implications. Would be great to see DRIP. Love the videos. Keep them up. Thanks
As someone who is investing in products like this for FUTURE retirement I do re-invest in them. They snowball nicely and it offsets some of the nav erosion if it exists.
Yes All the data please! Let’s also compare all the btc cc etf Are these new qdte xdte better than Jepi Jepq and How did they perform during the Dec crash vs. ?
@@CAC-1111 The issue is that you may have to buy partial shares of QDTE. e.g. if the value of stock is 100 and you receive 1040, how would you buy 10.40 shares?
The assumption is that dividends are immediately reinvested. Partial shares are automatically reinvested even if you can’t buy whole shares. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
I own qdte and rdte. I also hold ymax and ymag. Looking into feat. I reinvest dividends and use rdte as a tax impound account. I am 86 and earn about $3600 monthly on the weeklies Earn about $25k monthly dividends and $11k monthly rental income. Wife and I collect Social Security. We are enjoying our retirement.
@ i know you are going to have the same problem when you get to YBIT, and I do think it was a smart move for them to switch to IBIT though. Love these videos keep them up. Also love your actual covered calls videos.
Thank you for the evaluation on the funds and their breakdowns. I also like how your making sure to not to only use total return as a metric. At some point I want to use the funds as income and not pay back in.
Everyone pay attention to bitcoin part covered call it clearly in such short time frame exposes even the best covered call strategy flaw. The volatility. Or fast rate of going up. Xdte been least volatile is the best bet longer term.
While I like your vids, the graphs do not agree with Seeking Alpha which shows QQQ total return about 9% higher than QDTEs and QQQI in between. I like QDTE and use it to pump up growth positions in my retirement accts with some div reinvestment.
The Bitcoin and Ethereum ETF performances seems to be summarized as capitalizing and deriving income from the market's expectation for big-move days while missing out on the biggest-move days.
Hi Joe, Thanks for another great video. But can we have a video like the one Vyktoria made on her youtube channel in which she showed if the high income dividend ETFs dividends are invested in high growth ETFs it could outperform the index and provide both income + growth in long term.
As i watched this I kept thinking I hope people realize that this only works in a Roth IRA in the U.S. or what ever your country's equivalent, Because you would have to pay taxes on all those distrubutions otherwise.
Dont tell me your gonna start pumping this junk now. So many of my favorite investors sold their soul to these fund mangers to shill thse high fee funds
Okay. Say you are a small investor, no experience in puts, calls or whatever. But you want to go a little more aggressive. Let someone with more experience do it for you, while holding, just like any normal ETF or index or bond. Not everyone wants to be that involved, but they still want a piece of the action with some of their portfolio. How would they go about doing these "bets" on the SPY and QQQ without services like this?
Merry Christmas Everybody!! Make sure to leave your $0.02 in the comments! I appreciate you!!
you didnt do XPAY !!!?!
You are by far the best compiler of information into spreadsheets and the best presenter of that information into readable and understandable understandable form. As an investor into all the Roundhill funds mentioned, you have confirmed why these funds, along with JEPI and JEPQ, form the core of my retirement investments.
@@sactojlm thank you so much for that feedback! I really appreciate it! 👍😎
Great job testing these. I really don't like people trying to live on all the distrubtions, but everyone has their own plan. I prefer to live off 8% and reinvest the rest. Merry Christmas.
Awesome!! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Wow! I appreciate this data compilation. Super useful. In a tax-advantaged account where options, ETFs, and individual stocks are all possibilities, but trading time is limited, as is time horizon before retirement, so looking to maximize growth as quickly as possible to "catch up," perhaps establishing a long-term position in QDTE could be useful?
Glad it was helpful! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
The most beautiful spreadsheet i have ever seen!
Great 👍 Job !
I like how you compared the way they write the covered calls with Yield Max
Awesome review. Been in all 3 of the major roundhill cc etfs since the beginning and loving the results so far. I try to reinvest a portion of the dividends mainly when they dip and it's working well
Awesome!!! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
I have QDTE and XDTE in my income portfolio...they are by far may best performers
Awesome!! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
For me, I am 5-6 years from pulling income. I like these ETFs for the power of divided reinvestment. I view more for growth than income right now. I do believe though you have to keep a close eye on these. They aren’t without risk.
Thanks for a another informative video! Merry Christmas!
@@DeanPalma merry Christmas to you as well! 👍😎
Well done as always Joe!
I appreciate that! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Wow. Ambitious project to evaluate that full list.
I do not have any of Roundhill ETFs but I do find this analysis interesting.
Thanks Better Than Average Joe
Thanks for this video, I’m really been toying with the idea of getting these to 5-10 a weeek in distributions, sprinkle that ammount in to auto purchase every week and keep the rest 😅
Good episode Joe, thanks for your good works and merry Christmas!
I APPRECIATE THAT!! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Great spread-sheet and thanks for the work that took! Very valuable info on the risk of holding and comparing different high-yield ETF's.
Very welcome! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
thank you so much!!!!
merry Christmas !!!!
You bet!! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Thanks for another great comparison. This is very valuable to retired income-motivated invest investors who want ETFs with stable market values in their portfolio. Please consider always looking at that aspect of any self-directed options strategies you are discussing or researching. Thanks for all your hard work this year!!!
Adding the reinvesting dividends is great. It's nice seeing how it compares to the index. And how bad the nav erosion is.
Don’t forget to add AIPI, GIAX, SPYT and TSPY.
Nice job
Merry Christmas
Great compilation. Awaiting the next video comparison with yieldmax.
In the works!! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
If your a international investor it changes results by about 30% on divs
Not sure your name is actually Joe, but thank you Joe for all your videos and effort. Your approach, information and spreadsheet skills are fantastic and of real value!
Thank you and Merry Christmas 🎄
Ps. I do agree that including div. Reinvestment is key. As an ex financial advisor, I would never expect or suggest any of these year old funds to support someone throughout their retirement. These are best should be supplemental and a small portion of a retirement portfolio. They are best viewed as possible growth platforms for people looking at retirement down the road, where you could ride out volatility. Therefore, as a potential driver for growth, they are likely dripped, more than than anything else
I wonder if there's a way to find out globally what portion of a fund's dividends owners choose to reinvest?
Name IS Joe actually! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Great info Joe. Thank you for sharing your detailed analysis! Merry Christmas to you and your family ❤
My pleasure! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Great video. So long story short these are good to build up and then transfer to a more stable etf when time to retire (like Jepq, jepi etc). Have a great Xmas!
You have a lot of people doing this in a retirement account that aren't retired so no tax implications. Would be great to see DRIP. Love the videos. Keep them up. Thanks
Can’t wait to have a look at the high yield dividend list … thank you so much 🙏🙏🙏
Coming soon! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
As someone who is investing in products like this for FUTURE retirement I do re-invest in them. They snowball nicely and it offsets some of the nav erosion if it exists.
Great job many thanks Joe and merry Christmas
This helps my ye rebalance immensely!!
Excellent! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
@@AverageJoeInvestor Clearly a lot of work goes into this and better than my Excel skills :) thx mate
Thank you Joe! Very timely as I am starting to invest in some of these for retirement
Great stuff as always.
Appreciate it! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Fantastic video! Thank you!
You're very welcome! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
YBTC.
Will also be paying weekly starting in January 2025
Thanks for adding that info! I appreciate it!! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Thank you, useful comparisons.
You are welcome! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Yes All the data please!
Let’s also compare all the btc cc etf
Are these new qdte xdte better than Jepi Jepq and How did they perform during the Dec crash vs. ?
Hi, how about a video on only crypto etf/ps? comparing strategies, downside risks, income, et al??????????
Great analysis, I don't like the fact that the mangers for QDTE don't have one red cent invested.
THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
What the best one that doesnt lose nav. And how do you find out if it uses nav to payout? Thanks merry Christmas 🎄🎁
Hi thanks
Any chance you could do another one for yieldmax etfs.
Already in the works. =) THANK YOU for watching and for leaving your $0.02 in the comments! 😎👍🏻
QDTE pays weekly dividends. When you say that you reinvested your dividends, what is the frequency with which you reinvested them?
I'm automatically reinvesting all the dividends weekly back in QDTE so I'm buying QDTE weekly
@@CAC-1111 The issue is that you may have to buy partial shares of QDTE. e.g. if the value of stock is 100 and you receive 1040, how would you buy 10.40 shares?
@@amitpadgaonkar8830 fractional shares are allowed on my trading platform
The assumption is that dividends are immediately reinvested. Partial shares are automatically reinvested even if you can’t buy whole shares. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
I own qdte and rdte. I also hold ymax and ymag. Looking into feat. I reinvest dividends and use rdte as a tax impound account. I am 86 and earn about $3600 monthly on the weeklies
Earn about $25k monthly dividends and $11k monthly rental income. Wife and I collect Social Security. We are enjoying our retirement.
Nice video, thank you.
Glad you liked it! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
What about KURV etfs
Excellent! Well done!
Glad you liked it! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Hows the yield max $158 a month going?
How can you compare YBTC to IBIT it wasn’t trading IBIT
Just trying to give a comparison to the underlying for each of the ETF’s. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
@ i know you are going to have the same problem when you get to YBIT, and I do think it was a smart move for them to switch to IBIT though. Love these videos keep them up. Also love your actual covered calls videos.
Thank you for the evaluation on the funds and their breakdowns. I also like how your making sure to not to only use total return as a metric. At some point I want to use the funds as income and not pay back in.
Everyone pay attention to bitcoin part covered call it clearly in such short time frame exposes even the best covered call strategy flaw. The volatility. Or fast rate of going up. Xdte been least volatile is the best bet longer term.
While I like your vids, the graphs do not agree with Seeking Alpha which shows QQQ total return about 9% higher than QDTEs and QQQI in between. I like QDTE and use it to pump up growth positions in my retirement accts with some div reinvestment.
The Bitcoin and Ethereum ETF performances seems to be summarized as capitalizing and deriving income from the market's expectation for big-move days while missing out on the biggest-move days.
Hi Joe, Thanks for another great video. But can we have a video like the one Vyktoria made on her youtube channel in which she showed if the high income dividend ETFs dividends are invested in high growth ETFs it could outperform the index and provide both income + growth in long term.
Interesting theory. I’ll take that away for a future video. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Beautifully done ! I subbed 😊. Wonder which ones you have in your portfolio. 🎉🎉
As i watched this I kept thinking I hope people realize that this only works in a Roth IRA in the U.S. or what ever your country's equivalent, Because you would have to pay taxes on all those distrubutions otherwise.
You Also Have To Pay Taxes On The Money You Make On Your Job.But You Will Keep On Shiwing Up To Earn That Check.
It works in a taxable account also, just works better in non taxable accounts
They just changed the underline for ybtc, it should perform much better going forward.
To bad they couldn't change the prospectus on YBTC/YETH to be 0DTE so they could capture the overnight movement on Bitcoin/Ethereum
Is it just me or your mic sounds a bit funny?
So they aren't a total scam/gimmic?
A scam/gimmick that's absolutely destroying the S&P 500 in my portfolio 😂😂😂.
Nope! Not a gimmick. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
These funds out perform the shitty SCHD in the dust, im negative on my SCHD and QDTE im up 16% since June!
THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
Are you really comparing the dow to the nasdaq? 😂
Qdte has only lived through a bull run ..lol 🤡
Two words- Expense ratio.
3 Additional Words: Included In Results. THANK YOU for watching and for leaving your $0.02 in the comments! 😎👍🏻
Do we really need to see your face? Why do all UA-camrs do this?
LOL, talk to you? Be a real human? Beats me… 😜🤪
Dont tell me your gonna start pumping this junk now. So many of my favorite investors sold their soul to these fund mangers to shill thse high fee funds
Okay. Say you are a small investor, no experience in puts, calls or whatever. But you want to go a little more aggressive. Let someone with more experience do it for you, while holding, just like any normal ETF or index or bond. Not everyone wants to be that involved, but they still want a piece of the action with some of their portfolio. How would they go about doing these "bets" on the SPY and QQQ without services like this?
What makes them junk? The results have been great so far. Some of my best performing funds
@@ahastings1 short term means nothing
@ClintOrris you missed the point. Hes a shill now
@@ahastings1 great until they cut the dividend