S&P 500 Income ETFs vs. the S&P 500: What $10,000 Turned Into

Five funds, one index. How each one behaved in a rally, in a pullback, and at tax time.

Over the last year, one S&P 500 income fund kept pace with the S&P 500 itself.

Another one paid a 14% distribution rate and holds just three positions. And two of them pay out mostly return of capital, which sounds scary. It isn’t. But it isn’t free either.

Same index in the name. Very different animals underneath.

I’m Rico. I retired from my executive car…