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Everyone loves seeing a 30%, 40%, or even 80% yield.
But here’s the question…
Are those ETFs actually creating wealth?
In this video, I rerun 86 income ETFs through the Simply Money DRIP Score
and Income vs. Decay Ratio using a one-year comparison period instead of since inception.
The rankings changed dramatically.
Some of the highest-yield ETFs finished near the bottom, while several lower-yield funds quietly became some of the best wealth builders.
We’ll cover:
The Elite Wealth Builders (Tier 1)
Strong Performers (Tier 2)
Solid Performers (Tier 3)
Warning Zone (Tier 4)
Failed DRIP Test (Tier 5)
Along the way we’ll look at ETFs including:
AMDW • CHPY • GOOW • EGGY • QDTE • QQQI • SCHD • JEPI • JEPQ • SPYI • MSTY • CONY • ULTY and many more.
The goal isn’t to chase the highest yield.
The goal is to understand which ETFs actually create long-term wealth.
Every ETF has a job, and every job has a purpose.
Simply Money Tools
• DRIP Score
• Portfolio Planner
• Retirement Stress Test
• Portfolio Manager
Available through the Buy Me a Coffee link below.
This video is for educational purposes only and should not be considered financial advice. Always do your own due diligence before investing.
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00:00 Why high yield doesn’t always create wealth
01:22 Looking beyond yield with the DRIP Score
02:00 One-year vs. since inception rankings
02:23 How the DRIP Score works
03:32 Understanding total return, DRIP, and Yield on Cost
04:04 How the DRIP Score is calculated
05:05 Ranking 86 income ETFs into five tiers
05:20 Tier 5: Failed DRIP Test
06:00 Why MSTY ranked near the bottom
08:05 Tier 4: Warning Zone
09:20 Why income doesn’t always equal wealth
10:17 Tier 3: Solid Performers
11:37 Why time frame changes everything
12:22 Tier 2: Strong Performers
13:00 QDTE’s surprising results
14:31 Tier 1: Elite Wealth Builders
15:11 CHPY’s outstanding performance
16:13 GOOW’s impressive one-year results
16:33 AMDW becomes the top-ranked ETF
17:52 The biggest lesson from the rankings
18:08 Using the DRIP Score to make better decisions
19:00 Final thoughts
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Welcome to Simply Money — your source for ETF investing, dividend income, passive income, retirement planning, and financial freedom.
I break down real-world investing strategies using data, portfolio analysis, backtesting, and income projections to help you make smarter financial decisions.
On this channel you’ll learn:
• ETF Investing Strategies
• Dividend Income & Passive Income
• Covered Call ETFs & High-Yield Investing
• Monthly Income Portfolios
• Retirement Income Planning
• Growth vs Income Investing
• Dividend Growth & Yield on Cost
• Portfolio Analysis & ETF Comparisons
• DRIP Strategies & Income Reinvestment
• Financial Independence & Wealth Building
Featured investments include SCHD, SCHG, JEPI, JEPQ, SPYI, QQQI, CHPY, IWMI, GPIQ, GPIX, and other dividend and income-focused ETFs.
Simply Money Investing Tools
• Simply Money DRIP Score
• Simply Money Portfolio Planner
• Simply Money Retirement Stress Test
• Income Forecast & Income Tracker
• Dividend & Portfolio Analysis Tools
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from Simply Money https://www.youtube.com/watch?v=u34h10e_pMo
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