The Motley Fool
10 Jun 2026, 09:15 UTC · 4h ago
Retirees: Here's Why HDV Makes More Sense Than JEPI for Your Income Portfolio
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
10 Jun 2026, 09:15 UTC · 4h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
The JPMorgan Equity Premium Income ETF (JEPI) has significantly underperformed the S&P 500 since the beginning of 2023, returning 34% compared to the index's 103%. — Demonstrates a massive performance gap and the inherent limitation of covered-call strategies during strong bull markets.
-0.40JEPI's yield is primarily driven by options premiums and market volatility rather than corporate performance, leading to declining payouts as markets calm. — Highlights the income instability of volatility-based ETFs compared to traditional dividend stocks.
-0.30The iShares Core High Dividend ETF (HDV) has outperformed the S&P 500 by five percentage points so far in 2026. — Suggests a short-term rotation or trend favoring high-dividend value stocks over growth/tech.
+0.30Continue reading
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HDV's performance is heavily concentrated in consumer staples and energy, with ExxonMobil and Chevron comprising nearly 15% of the portfolio. — Increases the fund's sensitivity to energy price swings and geopolitical risks in the Middle East.
+0.10Which stocks this story touches
The author explicitly recommends this ETF as the better choice for retirement income.
The author criticizes its lack of predictability and its tendency to lag significantly behind the S&P 500 in bull markets.
Mentioned as a holding with a specific yield, but the overall outlook is tied to sector volatility.
Mentioned as a holding with a specific yield, but the overall outlook is tied to sector volatility.
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