SVOL: ~15% Monthly Yield That Shouldn't Be Ignored By Passive Income Investors

Dec. 31, 2024 9:15 AM ETSimplify Volatility Premium ETF (SVOL)O, EPD, JEPQ, QYLD, BIZD, AMLP, VNQ75 Comments
Roberts Berzins, CFA profile picture
Roberts Berzins, CFA
8.33K Followers
(10min)

Summary

  • Option-driven ETFs provide a decent avenue for passive income investors to access high and uncorrelated returns.
  • Yet, in SVOL's case we can talk about introducing an additional layer of diversification as the underlying strategy is quite different from what other common option-driven ETFs apply.
  • Apart from this, SVOL offers ~15% yield and a nice downside protection.
  • In the article I share the key reasons why I remain bullish on SVOL and why, in my view, it should be seriously considered by other durable income investors like myself.

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The Simplify Volatility Premium ETF (NYSEARCA:SVOL) is an actively managed ETF with a focus on high monthly current income. Namely, the investment returns objective function is not directed towards registering "market-beating" price performance, but rather on providing an attractive stream of

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About SVOL ETF

SymbolLast Price% Chg
SVOL
20.961.21%
Post21.050.43%
Created with Highcharts 11.2.0Dec 30Dec …Dec 31Jan 2Jan 320.521.021.5
Expense Ratio
0.72%
Div Frequency
Monthly
Div Rate
$3.49
Yield
16.65%
Assets (AUM)
$1.21B
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