Daniel Sotiroff, senior manager research analyst for Morningstar Research Services, explains how covered-call ETFs work along with the popular investment’s risks and rewards.
On this episode:
- What are covered-call ETFs, and how do they work?
- Why are retirees and other income investors drawn to these ETFs? What’s making them so popular this year?
- Their yields look very high. What is driving them?
- What types of trade-offs are investors making?
- ETFs are known to be tax-efficient investments. What are the tax considerations for covered-call ETFs?
- Should you hold covered-call ETFs in a taxable or tax-deferred account?
- What’s the optimal retirement account to hold covered-call ETFs?
- Let’s talk about covered-call ETF performance in 2025. What have you’ve seen?
- Which covered-call ETFs do Morningstar analysts consider a solid choice for investors, and why?
Read about topics from this episode.
Should You Own a Covered-Call ETF Like JEPI?
Is It Time to Reconsider Dividend Funds?
3 Great ETFs for Jittery Markets
Covered-Call and Buffer ETFs: Stock Investing With Less Gain but Less Pain
Covered-Call and Buffer ETFs: Do the Pros Outweigh the Cons?
100% Downside Protection ETFs: What’s the Catch?
Our 2025 ETF Predictions: A Midyear Review
Covered-Call Stock Funds Like JEPI Are Popular. Should They Be?
The Active ETFs That Led Inflows During 2025’s First Half
5 Charts on How Tariff Trouble Rocked US Fund Flows
Investors, Be Careful When Buying New ETFs
Tax-Efficient Retirement-Bucket Portfolios for ETF Investors
25 Top Picks for Tax-Efficient ETFs and Mutual Funds
How to Maximize the Tax Efficiency of an ETF Portfolio
3 Great ETFs for an IRA in 2025
The Best ETFs and How They Fit in Your Portfolio
What to watch from Morningstar.
This Dividend Investing Strategy Deserves a Second Look
Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?
Market Volatility: 4 Key Factors to Track in Q3 2025
Is the International Outlook Brighter Than the US?
Read what our team is writing.
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