These 10 New Dividend ETFs Will Pay WEEKLY
Summary
TLDRRoundhill Investments presentó prospectos al SEC para 10 nuevos ETFs que buscan proporcionar ingresos de dividendos semanales, aunque no garantizan su lanzamiento. Estos fondos, que podrían estar disponibles en 75 días, siguen el éxito de sus ETFs XDT y QDTE, que ofrecen rendimientos semanales muy altos. Aunque se anticipa que los nuevos ETFs serán similares a los de Yield Max, Roundhill podría ofrecer mayor flexibilidad en su estrategia de llamada cubierta sintética, lo que podría atraer a inversionistas que prefieren dividendos semanales en lugar de mensualmente.
Takeaways
- 📄 Roundhill Investments ha enviado documentos a la SEC para 10 nuevos ETFs con la intención de lanzarlos aproximadamente en 75 días.
- 💡 Aunque se han enviado documentos, no garantiza que todos los ETFs se lancen, ya que pueden haber factores como condiciones del mercado.
- 🏦 Sofi lanzó dos ETFs semanales que pagaron dividendos semanales, pero con rendimientos bajos y se liquidaron.
- 📈 Roundhill lanzó dos ETFs semanales (XDT y QDTE) que ofrecen altos rendimientos de dividendos y han tenido éxito.
- 🔑 Los ETFs de Roundhill utilizan una estrategia de llamada cubierta sintética, lo que puede generar una mayor volatilidad en los dividendos.
- 🆚 Roundhill podría estar buscando competir con los ETFs Yield Max, que también utilizan una estrategia de llamada cubierta sintética pero pagan mensualmente.
- 📊 Los nuevos ETFs de Roundhill incluirán estrategias semanales para empresas como Apple, AMD, Amazon, Coinbase, Google, Meta, Microsoft, Nvidia y Tesla.
- 🤔 No se conocen los ratios de gastos de los nuevos ETFs, pero se espera que sean similares a otros ETFs de Roundhill, posiblemente alrededor del 1%.
- 📝 Las perspectivas de los nuevos ETFs de Roundhill no detallan mucho su estrategia de opciones, a diferencia de los ETFs Yield Max.
- 🔄 Los ETFs de Roundhill tienen cierta flexibilidad en su estrategia, lo que podría ser ventajoso en condiciones del mercado adversas.
- 💭 El rendimiento de estos nuevos ETFs en comparación con Yield Max es incierto, pero la posibilidad de pago semanal podría ser un factor de atracción para algunos inversores.
Q & A
¿Qué compañía presentó prospectos formales a la SEC para 10 nuevos ETFs la semana pasada?
-Roundhill Investments presentó prospectos formales a la SEC para 10 nuevos ETFs.
¿Cuál es el objetivo de estos nuevos ETFs de Roundhill Investments?
-El objetivo de estos nuevos ETFs es proporcionar a los inversores ingresos por dividendos semanales.
¿Cuánto tiempo se espera que tarde la lanza de estos nuevos ETFs según el prospecto?
-Según el prospecto, se anticipa que estos fondos se lancen aproximadamente en 75 días.
¿Qué sucede si se envía el prospecto a la SEC pero no se lanzan todos los ETFs?
-Enviar el prospecto a la SEC no garantiza que se lancen todos los ETFs. La decisión final puede verse afectada por factores del mercado o cambios de estrategia de la empresa.
¿Qué dos ETFs semanales de dividendos lanzó la compañía Sofi y cómo fueron recibidos?
-Sofi lanzó los ETFs TGIF y WKY, los cuales fueron los primeros ETFs que pagaban dividendos semanales. Aunque fueron considerados buenas inversiones, no lograron atraer una gran audiencia debido a sus bajos rendimientos.
¿Cuál es la diferencia clave entre los ETFs de Sofi y los nuevos ETFs de Roundhill Investments?
-Los ETFs de Sofi ofrecían rendimientos bajos y se centraban en bonos de inversión y acciones preferidas, mientras que los nuevos ETFs de Roundhill utilizan una estrategia de llamada cubierta sintética y ofrecen rendimientos de dividendos mucho más altos.
¿Cuáles son los dos ETFs de Roundhill que pagaron dividendos semanales antes de la presentación de los nuevos prospectos?
-Los dos ETFs de Roundhill que pagaron dividendos semanales son XDT (Roundhill S&P 500 Zer DTE Covered Call Strategy ETF) y QDTE (Roundhill Innovation 100 Z DTE Covered Call Strategy ETF).
¿Qué tan comunes son los rendimientos de dividendos que ofrecen los ETFs de Roundhill en comparación con los ETFs de Sofi?
-Los ETFs de Roundhill ofrecen rendimientos de dividendos excepcionalmente altos, con XDT ofreciendo alrededor del 34.8% y QDTE un rendimiento del 67.4%, lo cual es mucho más alto que los rendimientos de los ETFs de Sofi que rondaban el 2-2.2%.
¿Qué estrategia de inversión utilizan los ETFs de 'yield Max' y cómo se comparan con los ETFs de Roundhill?
-Los ETFs de 'yield Max' también utilizan una estrategia de llamada cubierta sintética en sus持仓, pero pagan dividendos mensualmente en lugar de semanalmente como los ETFs de Roundhill. Además, Roundhill podría tener más flexibilidad en su estrategia de inversión.
¿Qué implicaciones tiene la flexibilidad en la estrategia de inversión de los ETFs de Roundhill para los inversores?
-La flexibilidad en la estrategia de inversión de los ETFs de Roundhill podría permitirles adaptarse mejor a las condiciones del mercado y emplear diferentes tácticas en caso de un gran viraje del mercado, lo que podría afectar positivamente el rendimiento de los dividendos.
¿Cuáles son las desventajas potenciales de los ETFs que utilizan una estrategia de llamada cubierta sintética?
-Los ETFs que utilizan una estrategia de llamada cubierta sintética suelen tener una mayor volatilidad en sus dividendos, lo que puede resultar en fluctuaciones significativas de un pago a otro, lo que dificulta el presupuesto a largo plazo, especialmente para los que planean una jubilación.
¿Por qué podrían los inversores considerar cambiar de 'yield Max' a los nuevos ETFs de Roundhill, incluso si estos ofrecen un rendimiento menor?
-Algunos inversores podrían preferir cambiar a los nuevos ETFs de Roundhill debido a la frecuencia de pago semanal en lugar de mensual, lo que podría ser más atractivo para aquellos que valoran una液体ez más alta en sus inversiones.
Outlines
📈 Inversión en ETFs que ofrecen dividendos semanales
Roundhill Investments ha enviado prospectos al SEC para 10 nuevos ETFs con la intención de lanzarlos aproximadamente en 75 días. Estos fondos tienen como objetivo proporcionar ingresos de dividendos semanales a los inversores. Aunque el envío de los documentos no garantiza el lanzamiento, se anticipa que lo harán debido al éxito previo de la empresa. Se explora la historia de ETFs de pago semanal, como los ETFs TGIF y WKY de Sofi, que ofrecían rendimientos bajos y finalmente fueron liquidados. Posteriormente, Roundhill lanzó ETFs que utilizan una estrategia de llamada cubierta sintética, lo que les permitió ofrecer rendimientos mucho más altos, como el XDT con un 34.8% y el QDT con un 67.4%. Se menciona que, a diferencia de los ETFs de Sofi, los ETFs de Roundhill no son tan estables debido a su estrategia de inversión.
📊 Estrategias de ETFs de llamada cubierta sintética
Se explica la diferencia entre una estrategia de llamada cubierta tradicional y una sintética. Mientras que en la primera, el fondo vende opciones de llamada sobre un activo subyacente, en la segunda, los ETFs no poseen los activos subyacentes sino que intentan replicar sus movimientos de precio mediante instrumentos de inversión. Los ETFs de Roundhill y Yield Max utilizan esta estrategia, pero hay diferencias en sus prospectos. Los fondos Yield Max dicen que perseguirán su estrategia sintética en todo momento, mientras que Roundhill solo invertirá un mínimo del 80% de sus activos en contratos de opciones. Esto sugiere que Roundhill podría tener más flexibilidad estratégica. Además, se discute la posibilidad de que los inversores de Yield Max puedan cambiar a los nuevos ETFs de Roundhill, a pesar de que estos últimos podrían ofrecer un rendimiento menor, debido a la frecuencia de pago semanal en lugar de mensual.
Mindmap
Keywords
💡ETFs
💡Roundhill Investments
💡Dividendos semanales
💡Sofi
💡Rendimiento
💡Strategia de llamada cubierta sintética
💡Volatilidad
💡Yield Max
💡Diversificación
💡Retiro
Highlights
Roundhill Investments has submitted prospectuses to the SEC for 10 new ETFs, aiming to launch in approximately 75 days.
The goal of these new ETFs is to provide investors with weekly dividend income.
Submission of paperwork does not guarantee the launch of all ETFs, but the company's past success suggests they may proceed.
Sofi previously released the first weekly paying ETFs, TGIF and WKY, which held investment-grade bonds and preferred securities.
TGIF and WKY offered low yields of around 2-2.2%, which did not attract a large audience.
Sofi liquidated their weekly paying ETFs earlier this year, but Roundhill Investments launched two new ones with high dividend yields.
Roundhill's ETFs, XDT and QDTE, use a synthetic covered call strategy, offering yields of around 34.8% and 67.4% respectively.
The success of XDT and QDTE is attributed to their higher yields compared to Sofi's ETFs.
Roundhill announced 10 new ETFs, including weekly covered call ETFs for Apple, AMD, Amazon, Coinbase, and others.
The new ETFs may compete with Yield Max ETFs, which also use synthetic covered call strategies but pay dividends monthly.
Synthetic covered call ETFs are known for high volatility in dividend distributions compared to traditional covered call funds.
Roundhill's prospectuses indicate a minimum of 80% of assets will be invested in option contracts, allowing for some flexibility.
Yield Max ETFs provide more detail on their option strategy in their prospectuses compared to Roundhill.
The potential for Roundhill ETFs to perform better than Yield Max is due to their active management and flexibility.
Investors may prefer weekly dividend payments over monthly, even if the yield is lower.
The speaker does not plan to hold any of the new ETFs due to their lack of diversification and high dividend volatility.
Synthetic funds may be suitable for those not relying on them for retirement income or for speculative purposes.
Transcripts
last Friday roundhill Investments
formally submitted prospectuses to the
SEC for 10 new ETFs according to the
paperwork they anticipated launching
These funds in roughly 75 days and that
all of them have the goal of providing
investors with weekly dividend income
it's important to know that just because
they have submitted the paperwork
doesn't actually guarantee that they
will follow through and launch all of
these ETFs but I'm assuming that they
will considering the amount of success
this company has had with a couple of
their ETFs in particular even though not
a great deal of information is yet
available on these funds today we'll
take a look at what is available and see
what we can anticipate from these new
ETFs to give a brief introduction
several years ago the financial services
company Sofi did release two weekly
paying ETFs which were TGIF and
wky they were both the first weekly
paying ETFs ever created and by all
accounts they were both solid
Investments they mostly held investment
grade bonds and Preferred Securities so
their Holdings were pretty stable TGIF
even paid special dividends and grew
their distributions a couple times in
their history the downside to both of
them though was that they both offered
very low yields if I remember correctly
they both yield around 2 to 22% which is
way below what you can get from a high
yield savings account right now that's
FDIC insured so even though receiving
weekly dividends was pretty novel for
those who like these two ETFs they both
failed to attract a large audience
earlier this year Sofi liquidated both
of these ETFs and we went back to living
in a world that didn't have any
Investments That paid weekly dividends
but then just roughly 1 month later on
March 7th of this year a company by the
name of roundhill Investments launched
two new ETFs that were committed to
paying dividends on a weekly basis those
two ETFs are xdt or the roundhill S&P
500 Zer DTE covered call strategy ETF
and Q DTE which is the roundhill
Innovation 100 Z DTE covered call
strategy ETF they both write synthetic
covered calls on indexes with xdt
writing on the S&P 500 and qdt on the
NASDAQ 100 both of these funds offer
exceptionally High dividend yields which
is common for these synthetic covered
call funds as of the making of this
video XD te offers a yield of around
34.8% and QD te currently offers an
incredible
67.4% yield unlike both of sofi's weekly
paying ETFs round Hill's ETFs have been
significantly more successful due to
their much higher yields as you can
probably guess though both of sofi's
weekly paying ETF were a lot more stable
because they didn't rely on a covered
call strategy or in this case a
synthetic covered call strategy the
weekly dividends offered by the Sofi
funds were a lot more stable anytime you
have a synthetic covered call fund the
Dividends are going to vary
significantly from one payment to the
next I'll touch more on this later in
the video but writing off the success of
these two ETFs roundhill officially
announced their intention to publicly
list 10 more ETFs that'll pay weekly
distributions the 10 new ETFs that were
just announced include the following an
apple weekly covered call ETF an AMD
weekly covered call ETF an Amazon weekly
covered call ETF a coinbase weekly
covered call ETF and then basically the
same for Google meta Microsoft micro
strategy Nvidia and Tesla again it's
important to keep in mind that just
because Round Hill submitted the
prospectuses for all of these ETFs does
not guarantee they'll actually launch
them all I have seen fun companies
submit prospectuses for ETFs in the past
that never actually got launched they
just seemingly changed their mind market
conditions can be a factor in this
decision it could be something just
started going on like a major downturn
in the crypto startup space and so a
company might not want to launch a new
crypto startup ETF if they don't think
it can accumulate enough assets under
management for it to be a profitable
fund but I wouldn't be surprised if they
actually do follow through with
launching all of these new ETFs due to
xdt and QD te becoming very popular at
the time we currently don't know what
their expense ratios will be but if we
look at their other covered call ET FS
we can estimate that they'll likely be
around 1% or so after seeing this list
you might be reminded of another lineup
of ETFs that are currently being offered
by another company These funds look and
sound very familiar to the yield Max
ETFs those ETFs also use a synthetic
covered call strategy on their
underlying Holdings it's likely that
round hill in this case is going to go
after yield Max given how successful
their ETFs have become as of the making
of this video yield Max now has 32 ETFs
most of which follow the same strategy
their largest fund by assets under
management is currently nvy which is
their Nvidia options income ETF this
fund currently has almost a billion
dollars worth of assets under management
their second most popular fund is TS
which has almost 700 million and then Co
at over $650 million of assets under
management every single synthetic
covered call ETF that roundhill just
announced yield Max also has their own
version of it with obviously the biggest
difference is going to be that roundhill
is going to pay weekly whereas yield Max
pays monthly if you're not too familiar
with what these synthetic covered call
ETFs are I'll give you a very basic
rundown first a traditional covered call
strategy is when a fund sells a call
option on an underlying security or an
index if the share price of the
underlying asset increases then the
share price and the dividend
distributions of the covered call ETF
will usually increase however the upside
is usually capped and higher Market
volatility can also increase the
dividend that's basic basically how
these covered call funds work now there
are a lot of different covered call
funds that now exist that use slightly
different strategies but these yield
Maxs in these roundhill Investments use
something called a synthetic covered
call strategy this is similar to a
traditional covered call strategy in
which the investor sells a call option
that is based on the value of the
underlying security as I just described
but the difference is these ETFs don't
actually own the underlying Securities
but rather attempt to synthetically
replicate 100% of their price movements
up to the underlying security through
the use of various investment
instruments up to this point what we've
seen from every single synthetic covered
call fund that exists is a very high
amount of volatility at times the
dividend distributions paid by
traditional covered call funds have much
less severe swings from payment to
payment while synthetic funds have much
bigger swings but on the other hand
these synthetic funds pay much higher
dividends than regular covered call
funds I thought it would be valuable to
compare the perspectus of one of these
new ETFs to its yield Max counterpart
unfortunately the perspectives for these
new roundhill ETFs is only about 2 and
1/2 pages each the rest of what's inside
this are just different risks involved
with investing in the fund but there
were a couple of differences that I did
find first the yield Max funds say that
they fully pursue their synthetic
strategy at all times regardless of the
market but with the Round Hill funds it
says that they'll invest a minimum of
80% of its assets into option contracts
for the underlying security this would
imply that roundhill does have more
flexibility with their Strat stry this
would mean that they could potentially
pursue other strategies to combat
adverse movements of the security
they're trying to replicate the
prospectus doesn't go into too much
detail about its option strategy unlike
yield Max ETFs who do in their
perspectus is for example with yield Max
they describe how the call options
written by the fund will have a strike
price that's approximately 0% to 15%
above the then current AAPL share price
round Hill's documents don't go into
that much detail these prospectuses will
be updated later when the funds are
actually launched but right now we just
don't have enough information available
so in the end will these roundhill ETFs
perform better than yield Max I think
there is some potential for that based
upon how it appears roundhill will allow
for more flexibility since these ETFs
are actively managed roundhill could
employ different strategies in the event
of a large Market turndown however at
the same time we don't know what kind of
dividend yield to expect from these new
ETFs either I am curious if people who
invest in yield Max might switch over to
these Investments instead even if they
do offer a lower yield that might still
convince people who love yield Max to
make the switch because I'm sure plenty
of people will prefer to be paid weekly
as opposed to monthly for me personally
I don't have any plans to hold any of
these new ETFs in terms of synthetic
funds the only ones that I would
consider holding right now would be xdt
and qdt for their
diversification every other synthetic
fund that currently exists as of the
making of this video doesn't offer
enough diversification in my opinion
despite all 10 of these new Investments
being ETFs they aren't Diversified
Holdings plus given how much their
dividends swing from month to month or
week to week I guess now it makes it
impossible to budget a retirement around
these kind of distributions I can see
how they can be good considerations if
you're not planning on relying on them
for your retirement income or if you're
just speculating but that's about it in
my opinion and with that being said
that's going to conclude today's video
if you'd like to connect and also see
what's inside my own personal dividend
portfolio then feel free free to check
me out over on our patreon where you'll
receive updates and be able to talk to
me and other higher yielding dividend
and income investors but with that being
said thank you all so much for watching
today's video and until next time take
care
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