Income ETF vs Benchmark Comparator

Compare the performance of income/covered call ETFs (JEPI, JEPQ, QYLD, QQQI, XYLD, SPYI) against their benchmark ETFs (SPY, QQQ) to determine if income strategies outperform buy-and-hold.

Features:

Total Returns: Year-by-year and period total returns (price appreciation + dividends, non-reinvested)
Dividend Yields: Annual dividend percentages for both income and benchmark ETFs
NAV Decay: Measures underperformance of income ETF vs benchmark
Dividend Extraction Analysis: Shows hypothetical benchmark returns if you extracted the same dividends by selling shares
Sharpe Ratios: Risk-adjusted returns for performance comparison
Predefined Pairs: Quick selection of common comparisons or custom symbol input
Customizable Display: Adjustable table position and font size

How to Use:

Select a comparison pair (e.g., "JEPI vs SPY") or choose "Custom" to compare any two symbols
Also put the ticker in analysis in the chart and 1D time frame
Review yearly performance, dividends, and risk metrics in the table

Ideal for investors evaluating whether income ETF strategies justify their NAV decay compared to traditional index investing.

dün

Sürüm Notları

Release Notes — Latest Version:

Added DRIP return comparisons for both the income ETF and benchmark.
Added DRIP Edge to show which strategy performs better with reinvestment.
Added an equal-cash-flow simulation, where benchmark dividends and share sales match the income ETF’s distributions.
Added Value Left, Index + Sell Edge, and Index Shares Sold metrics.
Added optional, easy-to-understand column explanations.
Added a toggleable Potential Tax Edge assessment with taxable, Traditional IRA/401(k), and Roth IRA settings.
Expanded support for broad-index, 0DTE, single-stock, leveraged WeeklyPay, and Bitcoin-income ETFs.
Improved table labels, formatting, position, font-size, and yearly-history controls.
Fixed Pine Script tuple syntax and dividend lookahead issues.
Requires a standard 1-day chart, preferably using the selected income ETF as the chart symbol.

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HenriqueCentieiro

Hedge Fund Manager at Maverick Capital | Wealth Educator | 20+ yrs investing | Stocks, ETFs & Crypto alerts | Join Henrique Wealth Academy for trade alerts & indicators → skool.com/be-limitless/

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Feragatname

Bilgiler ve yayınlar, TradingView tarafından sağlanan veya onaylanan finansal, yatırım, alım satım veya diğer türden tavsiye veya öneriler anlamına gelmez ve teşkil etmez. Kullanım Koşulları bölümünde daha fazlasını okuyun.

Açık kaynak kodlu komut dosyası

HenriqueCentieiro

Hedge Fund Manager at Maverick Capital | Wealth Educator | 20+ yrs investing | Stocks, ETFs & Crypto alerts | Join Henrique Wealth Academy for trade alerts & indicators → skool.com/be-limitless/

Aynı zamanda::