S&P 500 / US Large Cap income funds
Covered-call, buffer, 0DTE and autocallable funds built on the S&P 500 or large-cap US stocks. Ranked by DT Score (income quality), then yield.
69
Active funds
9.4%
Median forward rate
79%
Median Earned % (1Y)
50
Funds with a DT Score
| Fund | Tracks | Fwd rate | 12m yield | 1Y total ret. | Earned % 1Y | Upside capt. | Downside capt. | Tracking | DT Score | Momentum | Trend |
|---|---|---|---|---|---|---|---|---|---|---|---|
| XYLD Global X S&P 500 Covered Call ETF | S&P 500 | 10.2% | 10.6% | +11.7% | 107% | 52% | 43% | Loosely | 76 | 58 | Downtrend |
| PBP Invesco S&P 500 BuyWrite ETF | S&P 500 | 9.6% | 12.5% | +12.7% | 99% | 52% | 42% | Loosely | 75 | 58 | Downtrend |
| GPIX Goldman Sachs S&P 500 Premium Income ETF | S&P 500 | 8.9% | 7.9% | +10.9% | 123% | 87% | 85% | Closely | 75 | 46 | Downtrend |
| SPHD Invesco S&P 500 High Dividend Low Volatility ETF | S&P 500 | 5.0% | 4.8% | +16.1% | 304% | 15% | -4% | Weakly | 74 | 78 | Mixed |
| APRH Innovator Premium Income 20 Barrier ETF - April | S&P 500 | 8.4% | 7.5% | +7.1% | 97% | 13% | 5% | Weakly | 73 | 69 | Downtrend |
| SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF | S&P 500 | 4.2% | 4.2% | +21.9% | 444% | 31% | 8% | Weakly | 73 | 83 | Uptrend |
| BALI iShares U.S. Large Cap Premium Income Active ETF | S&P 500 | 6.5% | 7.5% | +12.6% | 150% | 82% | 77% | Closely | 73 | 41 | Downtrend |
| JANH Innovator U.S. Equity Premium Income 20 Barrier ETF - January | S&P 500 | 6.3% | 6.2% | +5.9% | 95% | 22% | 17% | Loosely | 72 | 72 | Downtrend |
| ADX Adams Diversified Equity Fund | S&P 500 | 8.2% | 7.8% | +15.5% | 161% | 103% | 99% | Loosely | 72 | 35 | Downtrend |
| JEPI JPMorgan Equity Premium Income ETF | S&P 500 | 7.2% | 7.5% | +7.8% | 99% | 42% | 37% | Loosely | 72 | 60 | Downtrend |
| SPYI NEOS S&P 500 High Income ETF | S&P 500 | 12.9% | 12.3% | +10.6% | 79% | 82% | 79% | Closely | 71 | 51 | Downtrend |
| OVL Overlay Shares Large Cap Equity ETF | S&P 500 | 11.1% | 9.8% | +12.1% | 107% | 117% | 117% | Closely | 70 | 34 | Downtrend |
| LAPR Innovator Premium Income 15 Buffer ETF - April | S&P 500 | 6.8% | 6.2% | +5.7% | 93% | 9% | 2% | Weakly | 70 | 71 | Downtrend |
| JANJ Innovator Premium Income 30 Barrier ETF - January | S&P 500 | 5.0% | 5.0% | +4.9% | 97% | 15% | 11% | Loosely | 70 | 81 | Mixed |
| APRJ Innovator Premium Income 30 Barrier ETF - April | S&P 500 | 6.9% | 6.2% | +5.8% | 93% | 8% | 2% | Weakly | 70 | 71 | Downtrend |
| LJAN Innovator Premium Income 15 Buffer ETF - January | S&P 500 | 4.9% | 4.9% | +5.0% | 98% | 14% | 10% | Loosely | 70 | 81 | Mixed |
| SPYH NEOS S&P 500 Hedged Equity Income ETF | S&P 500 | 8.7% | 7.9% | +8.0% | 89% | 65% | 64% | Closely | 69 | 54 | Downtrend |
| SPXX Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 9.4% | 8.4% | +11.5% | 122% | 87% | 84% | Loosely | 69 | 46 | Downtrend |
| XYLG Global X S&P 500 Covered Call & Growth ETF | S&P 500 | 5.0% | 13.0% | +10.8% | 79% | 79% | 75% | Closely | 65 | 59 | Mixed |
| LOCT Innovator Premium Income 15 Buffer ETF - October | S&P 500 | 5.8% | 5.3% | +4.8% | 88% | 13% | 9% | Loosely | 65 | 69 | Downtrend |
| FTBI First Trust Balanced Income ETF | Fund of Funds / Multi-Strategy | 7.3% | 8.0% | +6.6% | 79% | 56% | 55% | – | 64 | 52 | Downtrend |
| TSPY TappAlpha S&P 500 Growth & Daily Income ETF | S&P 500 | 16.1% | 14.8% | +9.3% | 58% | 94% | 95% | Closely | 64 | 44 | Downtrend |
| LJUL Innovator Premium Income 15 Buffer ETF - July | S&P 500 | 5.4% | 5.3% | +4.4% | 82% | 11% | 7% | Loosely | 63 | 68 | Downtrend |
| IVVW iShares IVV Premium Income+ ETF (formerly S&P 500 BuyWrite) | S&P 500 | 16.2% | 17.9% | +9.6% | 55% | 59% | 55% | Loosely | 63 | 55 | Downtrend |
| ISPY ProShares S&P 500 High Income ETF | S&P 500 | 6.6% | 5.6% | +7.3% | 108% | 95% | 98% | Closely | 62 | 42 | Downtrend |
| CAIE Calamos Autocallable Income ETF | S&P 500 | 14.8% | 13.8% | +7.7% | 52% | 84% | 85% | Closely | 61 | 44 | Downtrend |
| SBAR Simplify Barrier Income ETF | S&P 500 | 12.1% | 12.5% | +7.5% | 56% | 52% | 50% | Loosely | 61 | 58 | Downtrend |
| JULH Innovator Premium Income 20 Barrier ETF - July | S&P 500 | 6.6% | 6.5% | +5.1% | 77% | 18% | 14% | Loosely | 61 | 68 | Downtrend |
| XPAY Roundhill S&P 500 Target 20 Managed Distribution ETF | S&P 500 | 23.8% | 22.2% | +9.4% | 42% | 96% | 97% | Closely | 60 | 38 | Downtrend |
| JULJ Innovator Premium Income 30 Barrier ETF - July | S&P 500 | 5.4% | 5.7% | +4.4% | 77% | 12% | 8% | Loosely | 60 | 70 | Downtrend |
| CII BlackRock Enhanced Capital & Income Fund | S&P 500 | 7.3% | 16.9% | +12.3% | 69% | 91% | 87% | Loosely | 59 | 35 | Downtrend |
| ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | S&P 500 | 8.4% | 8.4% | +6.5% | 63% | 79% | 82% | Loosely | 58 | 39 | Downtrend |
| USA Liberty All-Star Equity Fund | S&P 500 | 11.4% | 11.2% | +7.6% | 57% | 91% | 93% | Loosely | 56 | 74 | Uptrend |
| SDTY YieldMax S&P 500 0DTE Covered Call Strategy ETF | S&P 500 | 24.1% | 28.9% | +9.9% | 37% | 89% | 87% | Closely | 55 | 46 | Downtrend |
| SPYT Defiance S&P 500 Income Target ETF | S&P 500 | 21.6% | 20.2% | +7.1% | 33% | 84% | 86% | Closely | 55 | 34 | Downtrend |
| WDTE Defiance S&P 500 Weekly Distribution ETF | S&P 500 | 31.1% | 34.5% | +9.6% | 30% | 80% | 78% | Closely | 55 | 38 | Downtrend |
| FTHI First Trust BuyWrite Income ETF | S&P 500 | 9.3% | 9.3% | +5.0% | 47% | 65% | 68% | Loosely | 55 | 48 | Downtrend |
| XDTE Roundhill S&P 500 0DTE Covered Call Strategy ETF | S&P 500 | 15.5% | 30.4% | +9.6% | 33% | 92% | 91% | Closely | 52 | 45 | Downtrend |
| XV Simplify Target 15 Distribution ETF | S&P 500 | 15.5% | 21.0% | +6.1% | 28% | 58% | 58% | Loosely | 48 | 48 | Downtrend |
| SPUC Simplify US Equity Income ETF | S&P 500 | 15.6% | 15.8% | +8.0% | 40% | 110% | 115% | Closely | 48 | 38 | Downtrend |
| QDVO Amplify CWP Growth & Income ETF | S&P 500 | 11.9% | 11.6% | +4.6% | 26% | 92% | 100% | Closely | 48 | 33 | Downtrend |
| BIGY YieldMax Target 12 Big 50 Option Income ETF | Index Covered Call / Option Income | 13.4% | 12.9% | +4.1% | 23% | 78% | 85% | – | 46 | 38 | Downtrend |
| XXV Simplify Ancorato Target 25 Distribution ETF | S&P 500 | 27.9% | 27.7% | – | – | 75% | 87% | Weakly | 41 | 21 | Downtrend |
| YSPY GraniteShares YieldBOOST SPY ETF | S&P 500 | 10.2% | 37.6% | +7.1% | 12% | 84% | 87% | Loosely | 38 | 67 | Downtrend |
| GAB Gabelli Equity Trust | S&P 500 | 11.4% | 11.4% | -1.6% | -9% | 60% | 68% | Weakly | 37 | 35 | Downtrend |
| CLM Cornerstone Strategic Investment Fund | S&P 500 | 24.4% | 24.4% | -9.3% | -55% | 71% | 95% | Weakly | 37 | 12 | Downtrend |
| CRF Cornerstone Total Return Fund (now Cornerstone Strategic Investment sibling) | S&P 500 | 24.5% | 24.5% | -10.1% | -62% | 63% | 87% | Weakly | 35 | 13 | Downtrend |
| EOS Eaton Vance Enhanced Equity Income Fund II | S&P 500 | 9.2% | 9.2% | -7.1% | -99% | 91% | 113% | Loosely | 32 | 27 | Downtrend |
| ETY Eaton Vance Tax-Managed Diversified Equity Income Fund | S&P 500 | 8.9% | 8.9% | -6.6% | below -100% | 74% | 94% | Loosely | 31 | 31 | Downtrend |
| TOPW Roundhill Top WeeklyPay ETF | Fund of Funds / Multi-Strategy | 32.9% | 49.6% | -9.7% | -47% | 146% | 181% | – | 30 | 27 | Downtrend |
| TSYX TSPY LIFT ETF | S&P 500 | 19.4% | 15.1% | – | – | 125% | 133% | Closely | – | 33 | Downtrend |
| XSPI NEOS Boosted S&P 500 High Income ETF | S&P 500 | 19.0% | 15.0% | – | – | 116% | 118% | Closely | – | 43 | Down (short history) |
| VAIE VegaShares US Equity Autocallable Income ETF | S&P 500 | 18.1% | 8.5% | – | – | 118% | 136% | Closely | – | 23 | Down (short history) |
| ATCL REX Autocallable Income ETF | S&P 500 | 16.0% | 9.9% | – | – | 45% | 52% | Loosely | – | 45 | Down (short history) |
| TPAY Roundhill S&P 500 Target 10 Managed Distribution ETF | S&P 500 | 10.7% | 6.6% | – | – | 100% | 101% | Closely | – | 44 | Down (short history) |
| ACYN First Trust Laddered Autocallable Barrier & Income ETF | S&P 500 | 10.2% | 5.3% | – | – | 25% | 18% | Weakly | – | 67 | Down (short history) |
| ROCY JPMorgan Equity Premium Yield ETF | S&P 500 | 6.9% | 4.0% | – | – | 76% | 74% | Closely | – | 52 | Down (short history) |
| NLSI NEOS Long/Short Equity Income ETF | S&P 500 | 6.3% | 4.7% | – | – | 59% | 46% | Weakly | – | 75 | Mixed |
| DRVR Amplify S&P 500 Dividend Drivers ETF | S&P 500 | 2.4% | 0.8% | – | – | 55% | 22% | Weakly | – | – | Up (short history) |
| NOBL ProShares S&P 500 Dividend Aristocrats ETF | S&P 500 | 1.9% | 2.0% | +20.9% | 877% | 35% | 13% | Weakly | – | – | Uptrend |
| JOYT JPMorgan Equity and Options Total Return ETF | S&P 500 | 0.7% | 0.8% | +11.1% | 999%+ | 69% | 65% | Closely | – | – | Mixed |
| HELO JPMorgan Hedged Equity Laddered Overlay ETF | S&P 500 | 0.5% | 0.6% | +4.8% | 719% | 52% | 53% | Closely | – | – | Mixed |
| PCOV Principal Equity Premium Income ETF | S&P 500 | – | 1.3% | – | – | – | – | – | – | – | – |
| ACBE Pacer Metaurus Enhanced Core Income Autocallable ETF | S&P 500 | – | 0.0% | – | – | – | – | – | – | – | – |
| ACBH Pacer Metaurus High Income Autocallable ETF | S&P 500 | – | 0.0% | – | – | – | – | – | – | – | – |
| ACSP ProShares S&P 500 Autocallable Income ETF | S&P 500 | – | 11.6% | – | – | 155% | 181% | Closely | – | – | Down (short history) |
| CPSJ Calamos S&P 500 Structured Alt Protection ETF - July | S&P 500 | – | 0.0% | +4.7% | – | 17% | 13% | Loosely | – | – | Mixed |
| BUFR FT Vest Laddered Buffer ETF | S&P 500 | – | 0.0% | +9.4% | – | 53% | 48% | Closely | – | – | Mixed |
| OVLH Overlay Shares Hedged Large Cap Equity ETF | Buffer / Defined Outcome | – | 0.3% | +4.9% | 999%+ | 70% | 73% | – | – | – | Mixed |
Upside / downside capture and tracking compare each fund with what it's built on over the last year of daily returns. See the methodology.
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