This video neglects several important factors. 1. SCHD is a qualified dividend and JEPI is non qualified meaning dividends are taxed as ordinary income. Massive edge for SCHD. 2. JEPI is only 4 years old and stock appreciation, especially if the market turns bearish, is hardly a sure thing. SCHD has a much longer track record. Hence, I cant agree with the final verdict that JEPI is the better ETF.
I have both SCHD and JEPI as part of my ETF portfolio. But, I am keeping my 3 covered call ETF's at 50% allocation and SCHD and my other ones @ 100% allocation. My 2 other CC ETF's are JEPQ & DIVO. My other 6 ETF's have 100% allocation or weighting.
Currently have 6500 shares of SCHD and 400 of VGT!
This video neglects several important factors. 1. SCHD is a qualified dividend and JEPI is non qualified meaning dividends are taxed as ordinary income. Massive edge for SCHD. 2. JEPI is only 4 years old and stock appreciation, especially if the market turns bearish, is hardly a sure thing. SCHD has a much longer track record. Hence, I cant agree with the final verdict that JEPI is the better ETF.
Great addition indeed
@@investor_weekly acc or dist what you prefer?
I have both SCHD and JEPI as part of my ETF portfolio. But, I am keeping my 3 covered call ETF's at 50% allocation and SCHD and my other ones @ 100% allocation. My 2 other CC ETF's are JEPQ & DIVO. My other 6 ETF's have 100% allocation or weighting.
Great news. If I could time travel back one year I would now know a sure fire winner. Thanks.
You and me both!
The final chart was a little confusing cause it was written SCHD but containing JEPI’s datas. Thanks for this video!