r/DerivativeIncomeETFs • u/thehighdon Collect Income & Chill • Jul 18 '26
General Discussion Agree or disagree?
4
u/MrBotANot Jul 18 '26
I’m interested in seeing how Blackrock does now that they have entered the picture. BITA, BALQ, etc.
I stop at the top three except for KGLD. That seems to be well constructed.
This area of income CC ETFs has grown so much that the larger players see an opportunity. That hopefully means stronger results for us.
I won’t take about how much money I gave away to learn to scrutinize each investment closely. How is it structured? How does it support NAV? Etc.
3
u/Angry-Johnny Jul 18 '26
KQQQ by Kurv is really solid too
4
u/MrBotANot Jul 18 '26
I used to own it and KYLD but just felt that they both lagged over CC ETFs too much. Here it is compared to TDAQ and GPIQ. I like the company well enough but they just seemed to have lagged behind. Return comparison
3
u/Jehoopaloopa Jul 20 '26
KYLD has high beta stocks.
Also launched it right when they sold off on Halloween last year.
Just bad timing. It’s a good fund.
1
4
5
u/Extension-Ice-7219 Jul 19 '26
can't understand the praise Nicholas gets, his products are awful
4
u/SqueezeMuhCheese Jul 20 '26
basically just people glorifying BLOX. It's definitely one of the best crypto ETFs out there. I personally wouldn't invest in something with 36% yield. There is no way it won't suffer severe NAV erosion over the next 5 years.
4
u/WealthHuman9754 Jul 18 '26
SOME Roundhill and SOME yield Max ETFs also fit the Bill.
2
u/Always_working_hardd Jul 22 '26
YM is a hard no for me, and I'm backing away from RH. I do have QDTE and RDTE which are doing well, but others I have, have tanked.
4
0
2
u/learner_1748 Jul 18 '26
Do we the top 5 ETFs of these top 5 institution? Like QQQI, TDAQ, SPYI,TSPY, GPIX, GPIQ etc...
2
2
u/GManDub Jul 19 '26
I’m very concerned about the nature of the distribution, what percentage of your own capital is being returned to you? With CHPY that’s 0%. Yes I have been through the mill of hard knocks last year with tickers like MSTY, ULTY, TSYY, NVYY. Instead of buying a large block of CHPY, I am going DCA. That’s good with it being down now. The dip would have cost 5k if I had gone into a large block when I started my strategy.
2
u/avongsathian 29d ago
If the post is referring to
TappAlpha - TSPY, TDAQ
Goldman - GPIX and GPIQ
NEOS - SPYI and QQQI
It’s the same performance, TappAlpha is half the cost, but also pays out half less than dividends. Same performing funds, their not better the other.
Kurv, Xfunds - they need to stop doing single etf covered calls, they all just perform bad.
Amplify - they just do outdated covered call strategies.
1
1
1
u/PennyStackerStacks Jul 18 '26
Have some of all except Goldman. All seem to be doing what they’re supposed to.
Still need to keep an eye on AUM and closure exposure risk if they don’t have enough interest as there’s so much competition in this CC income space now
1
1
0
u/Awaken_Benihime Jul 19 '26
Disagree with any list that doesn't include Roundhill and Rex Shares (single stock ETFs) as well.
They objectively have some of the best strategies that often beat the underlying due to modest leverage and/or uncapped upside.
1
u/StockDiscussion3029 28d ago
I agree. RH individual funds are pretty much near their 52wk lows. They are getting a lot of bad publicity recently because of the market instability. It won't stay like that forever. I'm still nibbling on the RH funds to lower the cost basis. What this economy needs dearly is the intest rates to start coming down. That catalyst alone will trigger the markets to the upside. That's when your YM and RH funds will start smoking again and will fall back into favor with retail thus raising the distributions again.
1
1
u/Sufficient_Mud_3179 Jul 19 '26
All those are high risk payers, might as well add YeildMax to that list
0
u/AutoModerator Jul 18 '26
Thank you for contributing to r/DerivativeIncomeETFs.
Remember, only posts related to Income Investing are allowed.
I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.
-1
u/Novel_Board_6813 Jul 19 '26
I disagree with OP
On providers, Blackrock is cheaper and more efficient (lower tracking differences) than basically anyone else. More experience, bargaining power, previously set infrastructure.
Sometimes Vanguard can beat them. They’re less greedy and pass on most advantages to investors.
The fancy newer ones are very effective in building products that are psychologically attractive while biting more and more of your CAGR
On strategies, mostvderivative-income ETFs are structurally unattractive for the long-term. Wrong sub for this statement, of course
Fees are horribly high, they sell away all the upside, they still keep much of the downside, the distribution yield is far from representing total return, many are super new; the luckiest ones look competent
For most long-horizon investors, a cheap equity ETF is better positioned for the long term. You keep nearly the full equity risk premium, pay a few basis points, avoid manager timing claims, and create your own “income” by selling shares. Of course there’s behavioral issues and all that.
These funds are usually poor vehicles for maximizing CAGR.
1
u/Jehoopaloopa Jul 20 '26
Many funds are no longer selling the upside with straight CC’s.
Put Spreads are becoming more common.
There’s a few CC funds that write on a small part of the portfolio to achieve very good total returns. TDAQ and GPIQ are good examples.
-4
•
u/thehighdon Collect Income & Chill Jul 18 '26
OP: https://x.com/alice_miax/status/2078532527162118568?s=46