Is your ETF income sustainable?

See how payout changes, NAV erosion, and portfolio concentration affect your income. Explore different ETF mixes and compare the tradeoffs.

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Portfolio Intelligence showing Biggest Opportunity, Biggest Risk, and Ask ETF Insight
01 · Portfolio Intelligence & Alerts

Know which fund changed, and what it means.

Your biggest risk and opportunity, plus alerts when payouts drop.

Sample data
Portfolio Intelligence showing Biggest Opportunity, Biggest Risk, and Ask ETF Insight
Alerts showing covered-call concentration, portfolio share, and payout drops
02 · Rebalancing scenarios

See what a different mix could pay.

Compare possible ETF mixes, projected monthly income, and the tradeoffs behind each scenario. Your holdings won't change.

Sample data
Illustrative Optimized Scenario comparing projected income of $1,105 and $1,278 per month
ETF Insight five-year income projection with NAV erosion
03 · Explore Investments

Look under the hood of an income ETF.

Compare an ETF's distributions, price history, and total return, not just its headline yield.

Sample data
QYLD ETF overview with strategy, distribution, yield and expense ratio
QYLD total return, price history and payout sustainability rating
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  • Portfolio Intelligence

    Price erosion risk, yield sustainability ratings, AI-ranked insights

  • Income Path Planner

    Goal-gap analysis, scenario modelling, rebalancing scenarios

  • Alerts & Risks

    Distribution cut alerts, concentration warnings, payout and price change alerts

  • Ask ETF Insight

    AI assistant for questions about your portfolio and ETFs

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Understand your ETF risks

Look beyond headline yield. Learn how payouts, total return, and NAV changes affect your ETF income.

Estimating monthly ETF income →

Understand how changing payouts affect your monthly estimate.

Distribution yield vs. total return →

See how distributions and price changes contribute to total return.

Understanding NAV erosion →

Learn what a declining chart can—and cannot—tell you.

View all guides →