ALL 61 Monthly Dividend ETFs Ranked | Best to Worst

I’ll be ranking the funds in five categories ; highest dividend yield, highest returns, the best fund for stocks, the best for bonds and best overall so make sure you stick around to see that! I'll also share the entire list of 61 monthly dividend ETFs.

Understand, I’m not highlighting every single monthly ETF. I’ll show you the data on the 61 ETFs I researched later but there are actually 612 dividend funds out there…but honestly…a lot of crap ETFs that I wouldn’t touch with free money, let alone with your hard-earned cash! Narrowing down that list of 600-plus dividend funds, I looked for four criteria and I wanted to share this because it’s a great start to narrowing down any list of exchange traded funds.

First the fund had to have assets under management of at least $50 million. The next criteria I used was an expense ratio under 0.7% annually. And even that is really high compared to some Vanguard or Fidelity funds that charge you just 0.1% to hold the investment.

One criteria you might not use on all ETFs but definitely for these, a dividend yield over 5%! Monthly-payers offer some of the highest dividends in the market so why settle for anything lower than the best? I also looked for at least two years of trading in the ETF. There has been an explosion in ETFs over the last two years and a lot of these managers just aren’t time tested.

What we got is a best of the best list of 61 monthly dividend funds to rank!

My Investing Recommendations 📈

Joseph Hogue, CFA spent nearly a decade as an investment analyst for institutional firms and banks. He now helps people understand their financial lives through debt payoff strategies, investing and ways to save more money. He has appeared on Bloomberg and on sites like CNBC and Morningstar. He holds the Chartered Financial Analyst (CFA) designation and is a veteran of the Marine Corps.
#dividends #dividend #dividendinvesting

[philbuilds]

JEPI is basically a savings account in my eyes. I'm not expecting big growth, but I'm expecting not to lose my purchasing power. DIVO has been a solid all around and not mad about the money I put in.

[RB-jeyj]

My portfolio consists of Voo 40% schd 45% and 15% vug!

[gordonculp]

Well, you reinforced my analysis. After narrowing down to Jepi and SCHD I jumped on Jepi and am currently strengthening my postion. As a senior that yield is just too good to pass up.

[jameskostka]

JEPI has been my best investment ever. Bought a lump sum last year.

[hansschotterradler]

I have been buying JEPQ. I know it has no track record; but I want some exposure to the NASDAQ 100. I believe it will do just as well as JEPI.

[brendahutson]

Dividends are what got me into investing in the stock market. The thing to me is, if you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. Have over $600K in my portfolio as I bought a lot of dividend stocks before, I'm buying more now, and I will buy more when it drops further.

[cashcow]

QYLD is a buy right now, its best to wait until 2 days after they pay the dividend to pick it up and make a quick 2 percent when you buy it.

[joshnorton]

We are already in the big crash, inflation is a catastrophe. This CPI report is a colossal failure. To bring the housing market to a halt, the FED will have to pull all the stops . The unfortunate issues is that the other market are being decimated. If you want to stay green, you have to rely on a lot of diversification.
Currently up 15% and being carful. Still a better deal than leaving it in a savings or checking account yielding 0-1 percent interest.

[sdrsa]

DIVO is one of the best covered call ETFs for Total Return, Volatility, & Sharpe Ratio. It goes not make the Covered Call list just because Joseph is using 5%+ yield but DIVO has a 4.7% yield.

[davidmoolekampcpa]

Hi Joseph
I've been watching your videos for years and can't thank you enough for the time and energy of course your expert analysis. Are these spreadsheets available for downloading anywhere?
Thank you. Have a nice day

[josephkelley]

Woot woot, been waiting all day for this show!

[johngibson]

When you look at the three-year returns, why would you buy any of these ETFs and why would you recommend them?

[abdullahatameme]

My portfolio:
50% JEPI
50% QYLD
And i'm extremely happy 😁

[BWowed]

DIVO and JEPI are my biggest holdings. KNG is also good

[jameswarner]

This is exactly what I need so I could be lazy. I play a "game" where I invest $100 a week into a random monthly dividend ETF from a pool of 13 chosen each year based on performance. I am just going to go with your picks here and save a lot of time.
And to those who want to be critical of what I am doing, it's just for fun and only a fraction of what I invest.

[TortoiseInvesting]

When I do convert over to primarily needing yield more than growth, if Jepi is still performing the way it is now in the future, I'm sure it'll find a place in my portfolio.

[lesliehathcock]

I see that you like QYLD, RYLD and XYLD. I have owned all of them for the past year. I was surprised at the end of 2022 to discover that some of their dividend distributions are actually Return of Capital. What do you think of this practice and is it deceptive and actually harmful to my investment?

[fleipeg]

thank you. I do have some concerns with some of these ETFs. Primarily the ones that have done reverse splits like SLVO & GLDI. Others show little to no growth in their dividends. I do however like BSJP, BSJQ, PFF, and HYGH. I also hold JEPI. Thanks again. Love the channel.

[BrianJordan-jkdo]

Thank you for your informative and analytical videos. What are your thoughts on a couple of newer monthly payer EFTs: TLTW and LQDW. There is also one other ETF from the same family that invests in high-yield bonds. I currently own some TLTW and am looking to build a position in LQDW.

[mohammadserhan]

This is a very valuable video for income investord. I wonder if now is likely a good time to get some of those given the 2022 steep losses