@Dr.PI off topic for the monkey brain thread: Monkey-brain ETFs: Dividend ETFs
When I write JEPx I mean JEPI/JEPQ (their newly launched UCITS versions), or JEPG.
If you consume the dividends its performance essentially goes between nothing and very little, but that’s by design. Example for last year (JEPI2 is without dividend reinvestment ie consumption). I’m confident something like SCHD (when are we going to get an equivalent in Europe, Charlie Schwab?) is “better” as it captures all the upside potential and selects for dividend growers, but you need more capital to make sense and doesn’t pay monthly.
We aren’t expecting it to beat any diversified long-only ETF, it’s there for income
Yes, they do, in fact they rise during volatile times:
Cognizant we have little depth of time with these products, I am personally convinced about them, just don’t have them, yet.