SPYI's marketed 12% yield is 95% return of capital year to date, meaning investors largely receive their own principal back, not earned income. SPY beat SPYI by 3 points year to date, and JEPI offers ...
NEOS Nasdaq-100 High Income ETF (QQQI) delivers a headline 14% distribution rate but recent monthly payouts were classified as 98% return of capital, meaning investors receive their own money back ...
TYSONS CORNER, Va.--(BUSINESS WIRE)--Strategy Inc (Nasdaq: STRF/STRC/STRK/STRD/MSTR; LuxSE: STRE) (“Strategy”) today announced that, for U.S. federal income tax ...
A 64-year-old retiree with $200,000 parked in SPYI is told to expect roughly $24,000 a year at the headline yield. The cash arrives every month, but the tax form at year-end tells a different story.