JEPI vs SPYI vs SCHD
JEPI vs SPYI vs SCHD
I have $100,000 that I'm looking to invest, and I’d really appreciate your advice on options that would minimize tax implications at the end of the year. I'm confused between and . Also, could you help me understand what kind of returns I might expect each month from these three options if I invest that amount? Appreciate any insights you can offer!
is a tax-efficient option because it mainly distributes Return of Capital (ROC), so you won’t pay much in taxes unless you sell the asset itself. It offers a 12+% return and tracks the S&P 500, which is a solid benchmark. On the other hand, hasn’t performed as well, and has been underwhelming lately.
Without a second thought, though you can also consider other options since the capital is pretty solid. A 100k can be diversified.
With a hundred thousand dollars I think you gotta diversify a tad bit more.
