I'm working on an ETF deep dive into $HDIV, one of the most requested ETFs. I want to know what YOU actually want answered.... not just the advertised yield or how much it pays every month. I want to dig into the numbers and the questions that matter to YOU. How sustainable are the distributions? How much comes from return of capital? What are the underlying holdings actually doing? How does the leverage affect risk? Is HDIV delivering enough total return to justify its costs and complexity? Those are just a few starting points and examples.... What are the HARD questions you want me to answer? And as always, this is open to all, whether you're a holder, thinking of buying it ... or skeptical of the whole covered call strategy. I'd love to hear what you want to know and then i'll do my very best to separate the marketing from the data. Ps. The tougher the questions, the better 😏
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42 Comments
Christopher J
@cjs033 · 22h
2.46% MER. The fund won’t continue going up forever. Imagine the drag on total returns with that percentage in fees? 😳
Ian S
@ian_s · 19h
If I'd put the same money in the plain index and sold shares each month to match HDIV's payout, who ends up with more after fees and taxes?
Hunter @j_hunter · 20h
How sustainable is the distribution in a bear market? Along with stock performance compared to something like XEQT or VFV.
EVID Wealth@evidwealth · 22hEdited
What type/duration of options are being written, and are the options trades net-positive to the funds returns?
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