The S&P 500 and income
The S&P 500 tracks 500 large US companies (S&P Dow Jones Indices). Index funds that follow it pay the dividends of those companies, which together are usually a small yield compared with what bonds pay. Most of the return comes from price changes.
If you need income from your portfolio
- Sell some index shares when needed – exposed to the market's timing.
- Hold income investments alongside: Treasuries, municipal and company bonds, income funds, REITs.
Compare after tax
IncomeGrid ranks every item by yield after tax for where you live: federal, state and each investment type (Treasuries, municipal bonds, corporate bonds, funds, REITs and filed offerings are each taxed differently).
Discover income options
IncomeGrid has 40,000+ investment options screened, with risk levels 1–5.
Sources
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