{"id":39006,"date":"2025-04-22T11:36:59","date_gmt":"2025-04-22T11:36:59","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2025\/04\/22\/heres-why-id-sell-schd-and-jepi-etfs-and-buy-utf-instead\/"},"modified":"2025-04-22T11:36:59","modified_gmt":"2025-04-22T11:36:59","slug":"heres-why-id-sell-schd-and-jepi-etfs-and-buy-utf-instead","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2025\/04\/22\/heres-why-id-sell-schd-and-jepi-etfs-and-buy-utf-instead\/","title":{"rendered":"Here\u2019s why I\u2019d sell SCHD and JEPI ETFs and buy UTF instead"},"content":{"rendered":"
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Income-focused exchange-traded funds have retreated this year, mirroring the performance of mainstream Wall Street indices like the Nasdaq 100 and S&P 500. <\/p>\n

The popular Schwab US Dividend Equity ETF (SCHD) has dropped by over 12% from its highest point this year. It has also formed a death cross pattern<\/a>, pointing to further declines in the near term. <\/p>\n

Similarly, the JPMorgan Equity Premium Income ETF (JEPI) has dropped to $ 52.70, down 10.6% from its highest level this year. It has dropped, as have most companies in the S&P 500 index, especially those in the tech industry. <\/p>\n

This article explores why the Cohen & Steers Infrastructure Fund (UTF) closed-end fund is a better investment at the current conditions.<\/p>\n

Cohen & Steers Infrastructure Fund is less exposed to tariffs and tech<\/h2>\n

The first reason why I\u2019d consider investing in the CEF fund in these market conditions is that its portfolio companies have no exposure to tariffs and technology stocks.<\/p>\n

Instead, it is comprised of companies in the utility industry, which are not exposed to tariffs. Additionally, customers will continue to pay their water and electricity bills, regardless of whether there is a recession or not. Also, these companies have not been tariffed.<\/p>\n

The top companies in the UTF fund are NiSource, a gas distribution company, NextEra Energy, Duke Energy, TC Energy, American Tower, National Grid, Southern Company, and Dominion Resources. <\/p>\n

NextEra and Duke Energy are large utility companies that supply energy to millions of customers in the United States. American Tower is a REIT that offers cell towers to all companies in the telecommunications industry. <\/p>\n

These companies are also not exposed to the artificial intelligence industry, which is showing signs of slowing down.\u00a0<\/p>\n

UTF Fund is beating the SCHD and JEPI funds<\/h2>\n
UTF vs SCHD vs JEPI<\/figcaption><\/figure>\n

Furthermore, the Cohen & Steers Infrastructure Fund is outperforming the SCHD and JEPI ETFs<\/a>. Its total return this year is 4.35%, higher than SCHD\u2019s minus 7.5% and JEPI\u2019s minus 6.70%. <\/p>\n

The same performance has happened in the last twelve months as the UTF fund has had a total return of 18%. SCHD has remained unchanged during this period, while JEPI has increased by 1.56%. <\/p>\n

This means that an investment in UTF would have generated a higher return than the two popular dividend funds. UTF\u2019s total returns in the last 3 years was 6.48%, while SCHD rose by 5.38%. JEPI has jumped by 11.3% in this period. <\/p>\n

UTF trades at a discount <\/h2>\n

Further, like other closed-end funds, Cohen & Steers Infrastructure Fund trades at a discount to its net asset value (NAV). Its NAV stands at $26.22, while its market price is $24.4. This results to a discount of 6.76%. <\/p>\n

Its discount has widened due to the ongoing market volatility. This means that investors buying the UTF fund are paying a discount, giving them a margin of safety. In contrast, the SCHD ETF has a discount to NAV of 0.12%, while JEPI has 0,09%.<\/p>\n

UTF Fund has better technicals<\/h2>\n
UTF<\/a> stock by TradingView<\/figcaption><\/figure>\n

The SCHD ETF has formed a death cross, indicating that it may continue to decline in the near term. JEPI may also exhibit this pattern due to its exposure to technology companies. <\/p>\n

Read more: Red alert: SCHD ETF just flashed a rare risky pattern<\/a><\/p>\n

UTF, on the other hand, has rebounded from its year-to-date low of $22 to $24.5. It has moved above the 100-day and 50-day Exponential Moving Averages (EMA), a sign that bulls are in control.<\/p>\n

Therefore, the fund is likely to continue rising as bulls target the year-to-date high of $25.75, which is 5.3% above the current level. <\/p>\n

The post Here\u2019s why I\u2019d sell SCHD and JEPI ETFs and buy UTF instead<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Income-focused exchange-traded funds have retreated this year, mirroring the performance of mainstream Wall Street indices like the Nasdaq 100 and S&P 500.  The popular Schwab US Dividend Equity ETF (SCHD) has dropped by over 12% from its highest point this year. It has also formed a death cross pattern, pointing to further declines in the <\/p>\n","protected":false},"author":1,"featured_media":39007,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":{"0":"post-39006","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-world"},"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/39006","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=39006"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/39006\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/39007"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=39006"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=39006"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=39006"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}