Invest $10,000 Into JEPI or SCHD ETF - Which Is Better?

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  • Опубліковано 20 січ 2025

КОМЕНТАРІ • 15

  • @Panzer2020
    @Panzer2020 8 місяців тому +11

    as always, great video!
    nice breakdown and comparison. don't forget SCHD is Qualified vs JEPI which is not... which makes a difference come tax time... unless both are in a ROTH.
    I mean... woof. 🙃🐶

    • @Dabeachguy
      @Dabeachguy Місяць тому

      Yup both are in my ROTH ❤

  • @daloriscutone6380
    @daloriscutone6380 7 місяців тому +6

    I own about 410 SCHD shares and buy more every month. I also own DGRO and a small position in VOO. I would like to retire in 5 years. I’ll be 55. I’m setting up my taxable brokerage account now to own about 5 or 6 etfs and quality dividend paying stocks. So the goal is to live off dividends.

    • @Miltonpao-s3b
      @Miltonpao-s3b 7 місяців тому +2

      I have an all exclusive 30 fund ETF portfolio with M1 Finance worth about $4.7 million that’s on both Margin loans and Leveraged ETFs that are being dollar cost averaged into such as TQQQ, UPRO, and TMF. Been working out very well for me. The key is to DCA. Never put a lump sum into leveraged anything. That’s a recipe for disaster!! My portfolio is breaking $60 million this week, grew it from $1 million, real estate is next.

    • @daloriscutone6380
      @daloriscutone6380 7 місяців тому +2

      Congrats! are you a pro, whats your cash flow like?

    • @Miltonpao-s3b
      @Miltonpao-s3b 7 місяців тому +1

      No I'm not, Diana Leayani lara is behind my growth, look her up or make proper research for one who is suitable with your goals.

    • @harlibassham8187
      @harlibassham8187 7 місяців тому +1

      Diana is a wonderful trader, Im happy seeing this recommendation, she looked more beautiful in person when I saw her in New York.

    • @malikbeluga7545
      @malikbeluga7545 7 місяців тому +2

      If you want to underperform the market, keep buying SCHD! Been DCAing in SCHD, VOO and QQQM for 2+ years now weekly.
      2+year returns
      QQQM - 55%
      VOO - 31%
      SCHD - 1.4% including dividends
      Glad it’s only 15% of my port but what a pig

  • @carlosarodriguez7266
    @carlosarodriguez7266 8 місяців тому +3

    SCHD is the best

  • @NetGhost420
    @NetGhost420 3 місяці тому +2

    This is apples to oranges comparison. JEPI is for monthly income now, why the fuck are you reinvesting the dividends?

    • @Fugx
      @Fugx Місяць тому

      So it fucking snowballs into more😮

  • @fullsizerangerover
    @fullsizerangerover 6 місяців тому +1

    JEPQ may beat it?