ETF Battles: Yields of 17% to 22% ? Which High Income Fund is Superior?

[@johnsmith-wt5dz]

I don't own CLM but I own it's sister fund CRF which is almost identical. CLM offers Huge yield and dividends are reinvested at NAV, if you reinvest your dividends you are getting an 18-20% bonus built into those reinvested shares. I have held CRF for roughly 4.5 years and have a cumulative investment return of 234%. In my book that is pretty solid.

[@thesheepthemightythecrazy]

I am new to dividend chasing ETFs. Do you just buy it through any broker and it is all set?

[@tubaljohn1]

Yes, but some brokerage won't let you drip at NAV. Schwab will. You need to buy it, the set that drip up by calling the brokerage, and speak with an advanced broker that deals with corp. actions. When the premium is 30-30% over NAV you want to start selling all but a small portion of shares, and buy back at the RO. I suggest you go on seeking alfa, and read the comments on any article. Very helpful info. @@thesheepthemightythecrazy

[@michael589m]

How do you manage the rights offering?

[@bkdvet]

@@thesheepthemightythecrazy You need to buy it through the broker that will do the DRIP at NAV. E*Trade does that.

[@brandonchan8255]

I'm assuming you are holding the CRF in your ROTH account? They say the CEF has more tax consequences, so a ROTH would take away that downside.

[@bkdvet]

What you all missed on CLM is that the dividend is DRIP’d at the NAV. So the dividend pays 15-20% of a bonus if you will. So the total dividend yield far and exceeds the yield on both SVOL and TLTW. I could argue that there is NO comparison between the ETFs.

[@emcardleinvest]

Love SVOL

[@jimbennett6558]

Thank you, Ron, for the job you do, in general; I love the show. Good job. But I also want to thank you specifically for including Yield along with Performance as a battle category. Please do for all ETF Battles. If I may also suggest other categories to possibly add to the battle list, I would suggest adding: Value or Cost & Value; an ampersand between Exposure & Strategy; Tax Treatment; and Risk vs Safety. I do love the Mystery Catagory so I would not add too many more categories in total. Thank you for your consideration, Ron. Sincerely, DJ

[@etfguide]

DJ: Solid suggestions and here's my take: Certain categories like Taxes are beyond the scope of ETF Battles because tax treatment largely depends on the type of account the ETF is held. For example, held inside a Roth IRA, the discussion of taxes is a moot point. The other suggestions are excellent and ones I've thought about and may add in the future. The obstacles to adding them are I don't want ETF Battles to become a 1 hour show. Synthesizing the key points and then allowing investors to execute the rest of their due diligence is what I'm after. Put another way, we'll do most of your homework, but not ALL of your homework! Thanks for being such a big fan of ETF Battles and I hope to hear from you soon. Warm regards, Ron

[@marcelduran2516]

Wish they touched on CLMs offered DRIP program, where dividends are issued as shares at NAV, in my opinion and experience that changes the conversation immensely when comparing these funds and considering overall returns

[@jefflemberg645]

Or CLM's ridiculous return of capital. I don't like "unrealized gains" as an excuse.

[@nancykramer7700]

​@@jefflemberg645Agree in a taxable account return of capital is tax efficient. Match that with the drip at NAV while trading at a premium to NAV and CLM is a good deal. Also participating in ROs when they happen can be lucrative. CLM also does not use any leverage which makes it safer than many other investments that do use leverage in my opinion. I am long CLM and SVOL.

[@johnsmith-wt5dz]

@@redfish411 You are right, they really don't understand the fund. I hold CRF, the sister fund to CLM and have a cumulative investment return of 234% in 4.5 years I feel that is a very solid rate of return and they did not give CLM a fair shake.

[@michaelgordon3241]

CLM/CRF as long you buy the day after RO,reinvest every distribution at nav, and sell before the next RO it's a slam dunk trade. In bear markets spending the distribution changes the return. For those accumulating shares dripped at nav since the last RO, by the time CLM hit $7/share in Dec 2022, people had breakeven under $7 from accumulating those shares.

[@joannemeeks745]

Wow, there is so much information packed into this battle. The market conditions right now are historic, and, and it's beneficial to have this discussion.

[@etfguide]

Joanne: I'm with you...this ETF Battle went deeper than I anticipated. I'm always bedazzled by how our judges unearth wonderful points I missed! Best, Ron

[@richardm654]

CLM has too much capital depreciation. SVOL would be a better entry after observing its behavior after a large volatility spike. TLTW is a decent pick now since interest rates may not go too much higher. Just my thoughts.

[@cliffordhussey8549]

Would you consider an ETF battle featuring the Yieldmax ETFs - tsly, oark, and Aply. Are these worthy of investments or too risky to consider. I am a fan of your program! Clifford Hussey, Reno, NV

[@EmperorandDeath]

TSLY has underperformed TSLA since over the past seven months and including dividends, its yield is only 28% all-time, which is abysmal. The yield max ETFs are very sketchy and risky. The key to dividend investing is to not go after super high yields. An average 6-7% yield is great, mixing in TLTW, JEPI, JEPQ, IBM, and the like with safer picks like SCHD, DGRO, and so on

[@timtellers4584]

I personally like CLM I own over 2000 shares now! I will have to tell you it is a tricky fund and took me a couple years to really understand it! I try to trade during it during the month without losing the dividend. I pay close attention to the ex dividend date! Just bought back into today with the big drop picked up 65 more shares at 6.8299!

[@brandonchan8255]

Looking at CLM's long term chart, it looks like the fund is cannibalizing itself. Since 2007, its NAV seems to fall continuously. From 146 all the way to 8 or 9 bucks, with dead cat bounce along the way. That high dividend looks like a dividend trap to me. What am I missing?

[@TedApelt]

It is very refreshing to hear an income focused approach instead of the usual buy and hold for your retirement approach, because in my case, I am not saving for my future - this IS my future. For me, I think the answer is to get all three, since they make money in three different ways. Good diversification. If I was a judge, my mystery one for CLM would be the way the dividend payouts are laid out in advance.

[@etfguide]

Ted: Thank you for recognizing how we buck conventional wisdom. Be sure to watch other programs that take a similarly different approach to investment and retirement planning. Best, Ron MARGIN OF SAFETY Playlist: kzbin.info/aero/PL2nQqIxm8RGCO_Rpx8DuI0mfR1zegpwlV PORTFOLIO MAKEOVER Playlist: kzbin.info/aero/PL2nQqIxm8RGB18ZTRaiAnQwt2oPzlXUYh

[@ShankShizank1]

CLM & CRF are the obvious best plays. Good upload.

[@rodrain2]

I like the fallen angel high yield bond strategy but I am unsure which is better Ticker ANGl or FALN. I was wondering if you could do an etf battle between them

[@DrPhilGarrison]

The judges did a great job explaining the different strategies used by each fund. How about an innovation and disruptive technology matchup between KOMP, GINN, GTEK, and DTEC?

[@etfguide]

Dr. Phil: Agreed on the insightful analysis of our ETF judges. Like I said, we have the best in the business on ETF Battles. It sure beats the singular viewpoint of novice KZbinrs with limited investment experience and education. It's been a while since we did a disruptive tech ETF contest, so this suggestion looks GOOD! Thanks for watching. Ron

[@DividendDork]

Great show! I have a good position in SVOL and it’s the most consistent payer around. Would love if you did a battle of international funds (VYMI, IDVO, etc.)

[@etfguide]

Glad you found us and thank for the kind comments DD. Great ETF Battle suggestion too. Best, Ron

[@khan200us]

Can anybody please discuss difference between SVOL and ZIVB? can you please create a video with your analysis of the two. I know you are a big advocate of SVOL but what are your opinion on ZIVB and how they both differ and which one is riskier of the two? The Yield is almost the same.

[@Dazzo91]

ZIVB is certainly the riskier of the two. SVOL protects itself more in the event of a VIX spike compared to SVOL. See beginning of August 2024 for an example how each responded to a VIX spike.

[@michaelgordon3241]

CLM is great but in bear markets the only way to stay above water is by accumulating shares dripped at nav. Spending those shares will result in a negative total return unless its a bull market. Up 14% on CLM only because Ive been accumulating shares dripped at nav. SVOL hardly moves and you dont need to worry about rights offerings

[@ljrockstar69]

Nice battle! how about VTI vs. AVUS - passive total market, versus active US?

[@harsharao3555]

Ron, how about covered call ETF's JEPI, JEPQ, QYLD, RYLD, DIVO, KNG. Thanks. By the way got my T shirt, it's nice thanks again.

[@KrlosF]

Agreed: JEPI vs RYLD vs XYLG and DIVO vs KNG

[@johngutierrez2687]

What do you think about qylg?

[@dddooley]

Hi that was a awesome video, Question is there any other etf that is comparable to slov and tltw I am looking to build my dividend income.

[@etfguide]

Darrian: Glad to see you're enjoying #ETFBattles ! Don't forget to subscribe and I look forward to seeing you on the comment board again. Best, Ron

[@noahshort1847]

Hey Ron, thanks for a great show! I‘d love to see a battle of monthly income strategy ETFs, particularly in terms of lowest tax implications and expenses in a standard brokerage account, after a roth ira has been maxed. (Safer but high yield qualified dividends, ect.) Open to ticker suggestions. SPHD, DIV, SVOL, ….O?

[@etfguide]

Hi Noah, I appreciate your ETF matchup suggestion. BTW, Check out my other show called PORTFOLIO MAKEOVER, where I get into the weeds about taxes, tax efficiency and proper tax location. It's right up your alley. I talk a lot of about the taxable, tax deferred and tax free buckets and how to make sure you have the right balance between each. Thanks for watching and don't forget to subscribe! Warm regards, Ron

[@Moguiman]

New sub here. Great show down! I own a bunch of SVOL but TLTW wasn't on my radar. I'll be adding them to the mix.

[@etfguide]

Matt: Welcome to the fold! Glad to have you subscribed and watching ETF Battles. Be sure to watch our other programs like First Look ETF, Spotlight and Portfolio Makeover. Warm regards, Ron

[@lyoneljean-louis574]

Love SVOL 👍🏾 Had for 6 months now and barely any loss in total value

[@travisweichal242]

I got both nice div adding some each month

[@karlbork6039]

TLTW has more upside price potential imo.

[@trevorhoerdt38]

Hello Ron I would really like to see JEPI vs XYLD vs JEPQ vs QYLD. I don’t think I’ve seen all of those compared against each other.

[@etfguide]

Hi Trevor, while you wait for this ETF Battle...check out our Season 3 (2022) playlist, which included some of these same ETF tickers in head-to-head matchups. It should be very helpful and don't forget to subscribe. Best, Ron Link: kzbin.info/aero/PL2nQqIxm8RGDupzzM6wi2Km7pUz0aEMPD

[@jefflemberg645]

Blackrock picked a hell of a time to open that fund. Good for us now though.

[@michaelrowley6069]

I like to jump to 21:36

[@GoodnotGreat88]

Love the format, love the conversation. 30 seconds is not enough time to answer these questions, even though you didnt hold them to it, the clock and sound effects were a needless distraction.

[@etfguide]

Welcome aboard to the ETF Battles club! Best, Ron

[@kevinm2270]

Isnt SVOL a lot riskier? wouldnt that make Tltw the winner?

[@BrianTX409]

Can you do a comparison of DJIA vs ????

[@etfguide]

Brian's homework assignment: Find out the other half of his DJIA vs. _____ battle. You give us the EXACT battle tickers you wanna see. We do the rest. Best, Ron

[@BottomTick]

First time seeing your channel. Good job.

[@etfguide]

Welcome aboard! Ron

[@khan200us]

Two questions. Any places where you pay 0% tax on US & Canadian income ETFs and Equity. Secondly, can you please make videos on UK and Euro income ETFs? If not, can you please recommend some resources or KZbinrs if you know who believe in income investing just like you. Thank you!

[@etfguide]

Not sure about your tax question. Ask your CPA. Also UK and Euro ETFs are out of our analysis scope. Might change in the future. Sorry we can’t be more help. Best, Ron

[@figdish90]

awesome! DGRO vs SCHD vs JEPI plz!

[@FabianRush]

❤ Thank you for another excellent episode!!!

[@etfguide]

Fabian! You're welcome and good to see you. Ron

[@EmperorandDeath]

CLM is a dividend trap. I had it for a few months; the price depreciation outpaced the dividend payout handily. SVOL and TLTW are much better picks and aren’t traps. TLTW is a good defense dividend ETF

[@RubenValerio-t2n]

PEY vs. SCDH would be an interesting battle.

[@etfguide]

SCHD

[@RubenValerio-t2n]

@@etfguide I have SCHD however also curious about its performance Vs. PET

[@georgedagas8065]

How about Yield Max Comparison

[@etfguide]

Your ETF tickers please

[@craigk7615]

Like to see SVOL vs JEPI

[@karlbork6039]

SVOL will sell off in a big market correction. TLTW should do well in a market correction.

[@robertsmith6408]

Thanks for using my question. I learned a lot from the video. Yes retirees are a different breed of investor. Do I qualify for a ETF battle shirt, if i do i take a large, Thank You!

[@etfguide]

Hi Robert, please send us your shirt size and shipping address. Here's where to reach us: www.etfguide.com/contact-us/ Thanks for watching #ETFBattles. Best, Ron

[@One6pack]

SPYI is new but I think it can give JEPI a run for its money. SPYI vs JEPI

[@etfguide]

Hi Bill, new ETFs with limited performance and dividend paying track records are tough to evaluate and usually don't make it onto ETF Battles. Let's give SPYI at least one-year to cook and then please remind me of this matchup. Deal? Best, Ron

[@d.s.5807]

Seams like in this high interest environment, TLTW, would be the safe bet and in my opinion is more likely to perform the best because as interest rates drop the value of TLT goes way up where as volatility going forward is extremely low and is much more likely to rise and rise fast. Now if volatility gets over 50, then I would move into SVOL

[@tegrity-farms9842]

i dont understand $TLTW dropping like hot rock.. why is it good ? new to this and have recent brain injury ,, its a question .. thanks

[@TedApelt]

I would like to see QYLD vs JEPQ. Hard to find any two ETF's that are closer to each other in terms of what they are doing. It will be as apples to apples as it gets.

[@KO-gj9ug]

They're pretty far away from each other in regards to what they do. QQQX and QYLG would be closer to each other.

[@Typhaon89]

Thx

[@ebrahimhabib477]

Great recap Ron as wel😢analysis

[@janshuster1426]

I would buy TLTW until there is a VIX spike ( 50 + ) because i think SCOL will go down if VIX spikes and vix is very low now. Meanwhile TLTW should increase if rates are cut. Any thoughts?

[@hounddog3476]

TSLY YIELDMAX cover call etf is a gold mine fellas. I bought the other YIELDMAX stocks after so much divy/greening.

[@mattg9085]

Good vid. Subscribed.

[@etfguide]

Welcome aboard Matt!

[@stouf9031]

An emerging usd-denominated debt battle would be great. Something like EMB vs VWOB, and maybe throwing EBND in there which is local currency. YTM are high right now.

[@etfguide]

Good ETF Battles suggestion. Thank you Stouf! Best, Ron

[@BlazinSaddles]

CEF's aren't traded on many online trading platforms. This battle wasn't nearly as informative as previous ones.

[@etfguide]

What platforms are you specifically referring to? I’d like to know which ones deliberately exclude CEFs. Thx, Ron P.S. We do the audience requested ETF Battles with the most interest. If it’s a ETF or CEF with high interest and no volume there’s still a chance we might do it.

[@hitomikagewaki31]

@@etfguide I do know Robinhood does not have CEF's(you can't buy RA or CLM on RB). Have you guys done a video on $AMZA etf or any of the yield max etfs?(TSLY, OARK, and APLY)

[@jimsmith9717]

@@etfguide I tried to get SVOL in my Vanguard Traditional IRA Brokerage account and it would not let me.

[@ebrahimhabib477]

Perfect battle Ron Thanks

[@yugarithen4342]

Best energy ETF? FENY vs XLE vs RYE

[@etfguide]

Energy is sooooooo 2022! But I still like this triple header energy ETF Battle suggestion. Thank you Yugar! Ron

[@markrubin2470]

spyi vs svol

[@ROCO-n5r]

Thank you so much😀😀

[@etfguide]

You’re welcome and thx for watching ETF Battles! Ron

[@Atlas2040]

CLM and CRF can drip at NAV. His analysis of CLM being expensive is wrong.

[@Atlas2040]

You can also oversubscribe at Rights Offering to buy CLM and CRF to buy more at a sweet discount.

[@JetDriver77]

Terrible review about CLM. You guys failed to explain that CLM reinvests its dividend at a discount, right now, 25%. You also didn't mention that with CLM, you need to sell off before the Rights Offerings and then buy back in after its market price drops. If you do that, it beats the S&P500. CLM performs best when reinvesting dividends. Apples to bananas.

[@etfguide]

FYI, we do ETF Battles NOT “ETF reviews.” You can be in love with CLM but its lackluster results speak for themselves. You can argue with us but you can’t argue with the math! Our judges got it right. Ron

[@JetDriver77]

@etfguide I can argue with the math if the math wasn't done correctly. If you are just concerned with collecting a dividend, then yes, CLM looks terrible, but the standard chart doesn't tell the whole story.

[@krism5299]

@@etfguide Your math is terrible. Dividends, capital appreciation, DRIP @ NAV discount, and low maintenance requirements. Not to mention the tax effeciency of ROC dividends.

[@goathouse7936]

Tsly vs. Bito

[@etfguide]

Bonkers! I like it. Thank you Goat! Ron

[@tonydavis5073]

CLM is a closed end fund not an ETF.

[@etfguide]

We know and ETF Battles has and can include matchups involving trusts, ETFs, CEFs and mutual funds. Thanks for watching.

[@tonydavis5073]

I also drip at NAV which was not mentioned.

[@nimrodhadany9504]

Top income is TSLY 😅

[@snewogerg]

I won't invest in anything that gives you a portion of your investment with the dividend to make the dividend look bigger. I wish more KZbinrs would talk about return of capital portion of these high dividend payers.

[@etfguide]

I thought our judges did a fine job of dissecting this topic…in fact, 100% better than the typical KZbinr. They didn’t like CLM for the same reason you mentioned. I’ll have to watch it again. Best, Ron

[@mom2collegekids26]

I don’t see a “subscribe” button

[@joannemeeks745]

There's a KZbinr talking up CLM like it's Manna from Heaven. I am glad I listened to this Battle a 2nd time. It pays to scroll through the old ETF Battles!

[@etfguide]

KZbinrs being KZbinrs - especially when it comes to investing is certainly shocking but not surprising. It wasn't that long ago, some of the biggest money/finance/investing KZbin channels (names withheld to avoid further embarrassment) were touting FTX, NFTs, SPACs and other nonsense as easy and smart ways to make a killing. Wrong again! Best, Ron

[@MichaelBoelton]

tltw is down over 30% in the last 5 years. what are you guys talking about???

[@razorrook218]

CLM isn't an ETF its a CEF so you already lost my interest in watching this video.

[@etfguide]

You’re new to ETF Battles….so let me remind you we do ETF to ETF contests along with CEFs, trusts and mutual funds. A one trick pony we are not! Ron

[@mrironleg]

SVOL and TLTW have no track record and all three suffer from capital erosion. I wouldn't buy any of them.

[@etfguide]

Good point. They need more time to cook, so to speak. Thanks for watching ETF Battles! Ron

[@joelbrock6830]

I’ve owned all three of the compared funds, plus others such as CRF, GOF & OXLC. The closed End Funds (CEFs) are way less involved, than the compared ETFs and out earn the ETFs by miles. This video was an extreme waste of my time, and were geared to sell a product and not a strategy to earn tax friendly income with little effort.

[@etfguide]

Hi Joel, you've had success with CEFs? Good for you. BTW, we also do ETF to CEF battles, so toss us a battle recommendation that would suit your unique taste. Thanks for watching. Ron #ETFBattles

[@purewonka]

I think all of these high income ETFs are gimmick products. Give your money to me, and I'll give it back to you after taking my cut - this is the business model.

[@missouri6014]

Very well play I hope he addresses that

[@etfguide]

@@missouri6014 @purewonka For the record, I don't buy into the idea or philosophy that diversifying income sources via alternative income strategies (as discussed in this episode) is a gimmick. Moreover, the dogmatic belief that income should exclusively come from equity dividends and other traditional sources like bonds or real estate is the real gimmick. Besides lacking substance, it perpetrates neophyte thinking. One more thing: Whatever gimmickery exists in the ETF marketplace isn't something that's exclusive to Wall Street. Best of success to you, Ron

[@joemeyer2726]

CLM 2.7% total return, garbage

[@embracethetrade1586]

really good information, loVE $SVOL do you have any insights on WisdomTree Floating Rate Treasury Fund $USFR , thank you