NUSI is the Best Monthly High-Dividend Low-Volatility ETF

A simple guide on how to be financially free and retire early

Part of the reason many people like dividend investments is because they can treat the regular distributions as a kind of a paycheck in retirement, without drawing down any capital from their nest egg. If the regularity of monthly dividend stocks appeals to you, consider NUSI. The following sections list some of the reasons why I like and recommend investing in NUSI to make passive income and grow your portfolio.

Reason № 1: A Whopping 7.6% Dividend Yield

While the average dividend yield of the S&P500 is 1.3%, NUSI offers an incredible 7.6% average yield. When you invest $10k in NUSI, you get $750 in dividends a year. Historically, the dividend yield of NUSI has fluctuated between 7.3% and 8.1% (see graph below).

Reason № 2: Get Paid Every Month

Income investing in NUSI provides a profit-sharing arrangement where companies pay you monthly. When you invest $10k in NUSI, you get $62 per month. The extra monthly income feels like putting some butter on your spinach.

Reason № 3: Low-Volatility in a Market Crash 💩

NUSI is an ETF that gives investors exposure to a diversified basket of stocks. Among many monthly high-dividend ETFs (QYLD, RYLD, XYLD, XYLG, JEPI), NUSI exhibits the lowest volatility. During the covid market crash in March 2020, most ETFs fell more than 20% while NUSI fell by 5% only (see graph below). If you are not fond of market swings, NUSI is your to-go choice.

Reason № 4: Double Your Investment in 10 Years

When you opt for a dividend reinvestment strategy where you buy additional shares of the ETF with the generated dividends, you may double your initial investment in 10 years. In the graph below, 10 years after an initial investment of $10k, the portfolio grows to more than $20k. Patience pays off.