IDIV ETF: Should Have Stuck With My Original Sell Opinion

Retired Investor
Investing Group

Summary

  • The Metaurus US Equity Cumulative Dividends Fund-Series 2027 ETF is a unique exchange-traded fund designed to capture the S&P dividends without the equity risk related to owning those stocks.
  • This article updates my previous reviews, but readers are encouraged to read the prior articles: links provided. I admit I still don't understand some details, but the results speak loudly.
  • Following Peter Lynch’s advice, I’m back to a Sell rating on this ETF that I just cannot wrap my head around. There are better dividend ETFs to hold.
  • Looking for more investing ideas like this one? Get them exclusively at Hoya Capital Income Builder. Learn More »

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(This article was co-produced with Hoya Capital Real Estate)

Introduction

This is my third and final coverage of the Metaurus US Equity Cumulative Dividends Fund-Series 2027 ETF (IDIV). In my first, IDIV: Earn S&P 500 Dividends

I ‘m proud to have asked to be one of the original Seeking Alpha Contributors to the 11/21 launch of the Hoya Capital Income Builder Market Place.

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This article was written by

Retired Investor
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Retired Investor has been investing since the 1980s and has a background in data analysis and pension fund management. He writes articles to help others prepare for retirement by investing in CEFs, ETFs, BDCs, and REITs. He is a long only investor and shares strategies for trading options with a focus on cash-secured-puts.

He is a contributing author to the investing group iREIT®+HOYA Capital

The group helps investors achieve dependable monthly income, portfolio diversification, and inflation hedging. It provides investment research on REITs, ETFs, closed-end funds, preferreds, and dividend champions across asset classes. It offers income-focused portfolios targeting dividend yields up to 10%.

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Analyst’s Disclosure:I/we have a beneficial long position in the shares of JEPI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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