ROCQ is a newer income ETF from J.P. Morgan that utilizes call spreads on mostly Nasdaq stocks to pay large monthly distributions. I review it here and compare it to JEPQ, QQQI, and GPIQ. In a hurry? Here are the highlights: ROCQ ETF Quick Stats Table Before we dive into the details on ROCQ, here are the quick stats: NameJPMorgan Nasdaq Equity Premium … [Read more...] about ROCQ ETF Review – JPMorgan Nasdaq Equity Premium Yield ETF
Funds
SPYM Designated as Default Trump Accounts Investment
The U.S. Treasury has selected SPYM, a low cost S&P 500 ETF, as the default investment for Trump Accounts. Here I briefly discuss the implications, fees, and expectations of that. In a hurry? Here are the highlights: Intro - SPYM is the Default for Trump Accounts Treasury has designated SPYM as the default investment that Trump Account money is going … [Read more...] about SPYM Designated as Default Trump Accounts Investment
OVL ETF Review – Overlay Shares Large Cap Equity ETF
OVL is an income ETF that holds U.S. large cap stocks with an option overlay for high monthly distributions. But is it a good investment? I review it here. In a hurry? Here are the highlights: OVL ETF Quick Stats Table Before we dive into the details on OVL, here's an overview of the quick stats: NameOverlay Shares Large Cap Equity … [Read more...] about OVL ETF Review – Overlay Shares Large Cap Equity ETF
BOXX vs. XBOX vs. CBOX vs. XCSH – Box Spread ETFs Compared
Alpha Architect created the box spread ETF space with BOXX and owned it for a few years. Now three competitors have launched in 2026 alone - XBOX from Roundhill, CBOX from Calamos, and XCSH from XFUNDS. Here I compare them and talk about which one might be best. In a hurry? Here are the highlights: BOXX vs. XBOX vs. CBOX vs. XCSH - Quick Comparison … [Read more...] about BOXX vs. XBOX vs. CBOX vs. XCSH – Box Spread ETFs Compared
GPIQ ETF Review – Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ is an income ETF from Goldman Sachs that utilizes dynamic covered call options on the Nasdaq 100 to pay large monthly distributions. I review it here. In a hurry? Here are the highlights: GPIQ ETF Quick Stats Here's GPIQ at a glance before we get into the weeds. NameGoldman Sachs Nasdaq-100 Premium Income ETFTickerGPIQIssuerGoldman Sachs Asset … [Read more...] about GPIQ ETF Review – Goldman Sachs Nasdaq-100 Premium Income ETF
IQQ vs. QNDX vs. QQQM vs. QQQ – New Nasdaq 100 ETFs Compared
IQQ and QNDX are two new ETFs for the Nasdaq 100 Index from iShares and State Street respectively. Here I'll review their details, compare them, and see how they stack up against the stalwarts QQQ and QQQM from Invesco. In a hurry? Here are the highlights: IQQ vs. QNDX - Quick Comparison Table Before we get into the details of IQQ vs. QNDX, here's the … [Read more...] about IQQ vs. QNDX vs. QQQM vs. QQQ – New Nasdaq 100 ETFs Compared
QQQI ETF Review – NEOS Nasdaq-100 High Income ETF
QQQI is an income ETF from NEOS that utilizes covered call options on the Nasdaq 100 to pay large monthly distributions. I review it here. In a hurry? Here are the highlights: QQQI ETF Quick Stats Table Before we dive in, here are the quick stats on QQQI: TickerQQQIFull nameNEOS Nasdaq-100 High Income ETFIssuerNEOS InvestmentsInceptionJanuary 29, … [Read more...] about QQQI ETF Review – NEOS Nasdaq-100 High Income ETF
HAPI ETF – Should You Invest in the Best Places to Work?
If you've ever wanted to invest in the famous "best places to work" lists, there may now be a product with which to do so - the HAPI ETF. I review it here. HAPI - What, Who, How, and Why What if the secret to beating the market wasn't finding the cheapest stocks or the fastest-growing companies, but simply finding the ones where people actually want to show up … [Read more...] about HAPI ETF – Should You Invest in the Best Places to Work?
NTSD ETF Review – WisdomTree Efficient U.S. Plus International Equity Fund
NTSD is a new capital-efficient ETF from WisdomTree designed to provide core exposure to U.S. equities with international equities layered on top. Here's my summary and review. NTSD - The What, Why, and How NTSD is a new ETF from WisdomTree that launched on March 19, 2026, on the NYSE. Its full name is the WisdomTree Efficient U.S. Plus International Equity … [Read more...] about NTSD ETF Review – WisdomTree Efficient U.S. Plus International Equity Fund
JEPQ ETF Review – JPMorgan Nasdaq Equity Premium Income ETF
JEPQ is a popular income ETF from J.P. Morgan that utilizes covered call options to pay monthly distributions. I review it here. In a hurry? Here are the highlights: JEPQ ETF Quick Stats Table Before we dive into the details on JEPQ, here are the quick stats: TickerJEPQFull NameJPMorgan Nasdaq Equity Premium Income ETFIssuerJPMorganInceptionMay 3, … [Read more...] about JEPQ ETF Review – JPMorgan Nasdaq Equity Premium Income ETF
Dimensional Launches DFMC ETF – US Micro Cap Portfolio ETF Class
DFMC is a new micro cap ETF from Dimensional (DFA) for U.S. micro cap stocks, the industry's first actively managed share class ETF. So DFA has had their famous Micro Cap Portfolio Institutional Class mutual fund DFSCX, their first creation, since 1981. It has famously beaten the market over the long term and set the stage for factor investing. The strategy itself … [Read more...] about Dimensional Launches DFMC ETF – US Micro Cap Portfolio ETF Class
ALLW ETF Review – SPDR Bridgewater All Weather ETF
Bridgewater teamed up with State Street to finally launch an All Weather ETF based on their famous strategy. The ticker is ALLW. I review it here. Intro - Bridgewater and the ALLW ETF If you've landed here, Bridgewater and Ray Dalio's famous All Weather Portfolio strategy likely need no introduction. Ray Dalio is regarded as one of the smartest minds in investing … [Read more...] about ALLW ETF Review – SPDR Bridgewater All Weather ETF
VBIL vs. SGOV – Vanguard or iShares ETF for T-Bills?
SGOV was long one of the go-to ETFs for T-bills. Now Vanguard launched their own T-bills ETF with VBIL. Which should you choose? I compare them here. VBIL vs. SGOV Comparison Table Before we get into details, here's a quick comparison table of VBIL vs. SGOV: VBILSGOVIssuerVanguardiShares (BlackRock)NameVanguard 0-3 Month Treasury Bill ETFiShares 0-3 Month … [Read more...] about VBIL vs. SGOV – Vanguard or iShares ETF for T-Bills?
VTG ETF – Vanguard Launches Total US Treasury Bond Market ETF
Vanguard launched the VTG ETF for the total U.S. treasury bond market in July 2025. I briefly summarize it here. VTG ETF at a Glance: Full NameVanguard Total Treasury ETFTickerVTGIssuerVanguardInception DateJuly 7, 2025AUM$81M (April 2026)Expense Ratio0.03%Index TrackedBloomberg U.S. Treasury Total Return Unhedged USD IndexEffective Duration5.7 yearsSEC Yield … [Read more...] about VTG ETF – Vanguard Launches Total US Treasury Bond Market ETF
VBIL and VGUS – Vanguard Launches 2 New ETFs for T-Bills
Vanguard launched new ETFs for U.S. T-Bills - VBIL and VGUS - in February 2025. I briefly summarize them here. After weirdly previously having no products for Treasury Bills and hearing investors' demands for short-term liquidity, Vanguard has finally launched 2 new ETFs for them. “VGUS and VBIL can be a solution for those who rely on ultra-short bond funds and … [Read more...] about VBIL and VGUS – Vanguard Launches 2 New ETFs for T-Bills
RSBY ETF Review – Return Stacked® U.S. Bonds & Futures Yield ETF
The RSBY ETF aims to provide a "return stacked" solution for U.S. bonds and futures yield in a single fund. It's called the Return Stacked® U.S. Bonds & Futures Yield ETF. I review it here. If you've landed here, it's highly likely that you're already at least somewhat familiar with "return stacking" and you've probably even already checked out the other funds in this … [Read more...] about RSBY ETF Review – Return Stacked® U.S. Bonds & Futures Yield ETF
1 ETF for Life to Get Rich? It’s Not One You’d Guess…
Is there one single ETF you can hold forever to get rich and save for retirement? Yes, and it's probably not one you would guess... Prefer video? Watch it below. If not, keep scrolling to keep reading. So I've referenced the famous Bogleheads 3 Fund Portfolio many times in various blog posts on this site, and for good reason - it's a simple, low-cost, … [Read more...] about 1 ETF for Life to Get Rich? It’s Not One You’d Guess…
SPYM ETF Review – A Cheaper Way To Buy the S&P 500? (SPLG)
The SPYM ETF from SPDR tracks the S&P 500 Index and has lowered its fee to 0.02%, making it cheaper than its competitors VOO, IVV, and SPY. Should you switch? I briefly review it here. Update in November 2025: SPLG is now SPYM. Same fund. Just a name change in the form of a different ticker. SPYM ETF Quick Overview Before we get into specific comparisons, … [Read more...] about SPYM ETF Review – A Cheaper Way To Buy the S&P 500? (SPLG)
RSSY ETF Review – Return Stacked® U.S. Stocks & Futures Yield ETF
The RSSY ETF aims to provide a "return stacked" solution for U.S. stocks and futures yield in a single fund. It's called the Return Stacked® U.S. Stocks & Futures Yield ETF. I review it here. If you've landed here, it's highly likely that you're already at least somewhat familiar with "return stacking" and you've probably even already checked out the other funds in … [Read more...] about RSSY ETF Review – Return Stacked® U.S. Stocks & Futures Yield ETF
RSBT ETF Review – Return Stacked® Bonds & Managed Futures ETF
The RSBT ETF aims to provide a "return stacked" solution for bonds and managed futures in a single fund. It's called the Return Stacked® Bonds & Managed Futures ETF. I review it here. If you've landed here, chances are you're already at least somewhat familiar with "return stacking" and maybe you've even already checked out the other funds in this family like RSSB and … [Read more...] about RSBT ETF Review – Return Stacked® Bonds & Managed Futures ETF