XXV: New 25% Yield Barrier ETF – Built for Income & Downside Protection

XXV: New 25% Yield Barrier ETF – Built for Income & Downside Protection

Today I’m joined once again by Jeff Schwarte, Chief Equity Strategist at Simplify Asset Management, to break down their brand-new high-yield ETF — XXV, the Simplify Ancorato Target 25 Distribution ETF.Last time Jeff was on, we discussed Simplify’s XV ETF (Target 15 Distribution), but XXV takes things to another level with a targeted 25% distribution. In this interview, we dig into what makes XXV different, how the strategy is designed, the risks investors need to understand, and where this ETF may fit inside an income-focused portfolio.🧠 What We Cover:• What exactly is a Barrier ETF?• How XXV works and how it differs from XV• How the barrier mechanism helps support distributions• What underlying stocks & option strategies XXV uses• What happens if barriers are breached• How the fund adjusts to pursue its 25% target yield• Risk considerations investors should understand• Whether XXV is for conservative, moderate, or aggressive income investors• Where XXV may fit within a dividend or income strategy• Where to learn more about Simplify and barrier ETFsIf you’re an income investor, dividend investor, covered call ETF fan, or just curious about new ETF innovation, this interview is a must-watch.Don’t forget to like, subscribe, and turn on notifications so you never miss a new Dividend Stockpile episode!

Episoder(138)

TSPY & TDAQ: 2025 Tax Treatment + How to Handle A Volatile Stock Market

TSPY & TDAQ: 2025 Tax Treatment + How to Handle A Volatile Stock Market

In an era of high market concentration and sudden volatility spikes, investors are increasingly asking: 'How do I stay invested without losing sleep?' I sat down with Si Katara, CEO of TappAlpha, to d...

29 Apr 22min

DIVO, IDVO & QDVO from Amplify | Interview with CEO Christian Magoon

DIVO, IDVO & QDVO from Amplify | Interview with CEO Christian Magoon

Are you looking for high-quality dividends without sacrificing growth? I’m joined by Christian Magoon, CEO and Founder of Amplify ETFs, live from the Future Proof conference in Miami. Amplify has beco...

27 Apr 21min

Is Passive Investing Distorting the Market? | Interview with Mike Green From Simplify

Is Passive Investing Distorting the Market? | Interview with Mike Green From Simplify

Is the "Passive Bubble" finally reaching a breaking point? I sat down with Mike Green, Portfolio Manager and Chief Strategist at Simplify, live from the Future Proof conference in Miami to discuss the...

25 Apr 14min

Weekly Paychecks from Gold & Silver? The New GLDN & SLVX ETF Strategy

Weekly Paychecks from Gold & Silver? The New GLDN & SLVX ETF Strategy

Weekly Income from Gold & Silver? (The XFUNDS GLDN & SLVX Strategy)Are you tired of "dead money" commodities that just sit in a vault? In this exclusive interview, we sit down with David Nicholas, Pre...

23 Apr 18min

Income From Gold, Silver & Copper? Kurv’s KGLD, KSLV & KCOP Explained

Income From Gold, Silver & Copper? Kurv’s KGLD, KSLV & KCOP Explained

In this episode, I sit down with Howard Chan, CEO of Kurv Investment Management, to break down their Metals Enhanced Income ETF lineup: • Kurv Gold Enhanced Income ETF (KGLD) • Kurv Silver Enhanced In...

5 Apr 23min

Income From Currencies? FOXY ETF Review

Income From Currencies? FOXY ETF Review

In this interview, I sit down with Chris Getter, Managing Director and Portfolio Manager at Simplify Asset Management, to break down the FOXY ETF — the Simplify Currency Strategy ETF.Most investors th...

3 Apr 20min

Growth + Income: SEPI Can Do Both

Growth + Income: SEPI Can Do Both

In this episode, we sit down again with Barry Martin, Portfolio Manager at Shelton Capital Management, for a deeper dive into the Shelton Equity Premium Income ETF — SEPI.Since launching in September ...

2 Apr 21min

0DTE vs 30DTE Options: Income Investing Education Series

0DTE vs 30DTE Options: Income Investing Education Series

Brand new series: Income Investing Education Series on Dividend StockpileIn this episode, I sit down with Si Katara from TappAlpha to break down one of the most talked-about topics in the income inves...

31 Mar 34min

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