u/stevesun21

I’ve been tracking a group of S&P 500-related ETFs and put them into one report view, so figured I’d share it here.

https://preview.redd.it/r3zifw93pktg1.png?width=1299&format=png&auto=webp&s=60682f24a4c2861b61fd2d94f7c7bab91f0693b7

The sheet includes fields like dividend TTM, price growth, capital erosion, stability, plus a couple of earlier snapshot columns to show how some of the numbers changed over time.

Not trying to rank them here — just sharing the report view itself.

Still incomplete and still adding more names over time.

Current list includes GPIX, JEPI, MAXJ, RSP, SDTY, SPY, SPYH, SPYI, SSO, TSPY, UPRO, VOO, WDTE, XDTE, XSPI, and XYLD.

A lot of these have pretty different structures, so I’m not treating this as a strict apples-to-apples ranking — more of a side-by-side snapshot.

If there are other S&P 500-related funds you think belong in this view, feel free to mention them — I’m still expanding the list.

I’ve started to think that portfolio design is partly about math, but also partly about behavior.

A strategy can look amazing in backtests, but if the drawdowns are too painful, many people won’t stick with it long enough to get the benefit.

That’s why I think emotional fit matters more than people admit.

Personally, I want a portfolio that:

• has enough growth to not fall behind inflation
• produces enough income to feel useful
• keeps some capital ready for major dips
• doesn’t push me into bad decisions during volatility

For me, the goal is not just return.

It’s staying invested.

What matters more to you: maximizing return, or building something you can realistically hold for 10+ years?

I’ve been tracking a group of Nasdaq-100 ETFs and put them into one report view, so figured I’d share it here.

https://preview.redd.it/afpsj26twdtg1.png?width=1235&format=png&auto=webp&s=d42481076eec8bde076340bcfa3a6a7dc9f65b8c

The sheet includes fields like dividend TTM, price growth, erosion, stability, plus a couple of earlier snapshot columns to show how some of the numbers changed over time.

Not trying to rank them here — just sharing the report view itself.

Still incomplete and still adding more names over time.

Current list includes GPIQ, JEPQ, QDTE, QDTY, QLD, QQQ, QQQH, QQQI, QQQM, QYLD, SQQQ, TDAQ, TDAX, TQQQ, and XQQI.

A lot of these have pretty different structures, so I’m not treating this as a strict apples-to-apples ranking — more of a side-by-side snapshot.