Three Essential ETFs for Retirement Accounts in October
ByAinvest
Tuesday, Oct 7, 2025 12:00 am ET1min read
JEPI--
The Schwab U.S. Dividend Equity ETF (SCHD) is a popular choice among investors looking for exposure to top dividend stocks. With a 3-star Morningstar rating, it offers a balance of risk and return, although its performance has been average compared to other dividend ETFs [1]. Despite this, SCHD's management of $270 billion in assets demonstrates its broad appeal and reliability.
The JPMorgan Equity Premium Income ETF (JPEI) provides investors with a premium income stream by focusing on high-yielding dividend stocks. It has shown strong performance, particularly in volatile market conditions, and offers a more concentrated portfolio compared to SCHD. This active management approach can lead to higher yields but also comes with increased risk [1].
For investors seeking broad exposure to high-quality bonds, the iShares Core U.S. Aggregate Bond ETF (AGG) is an excellent choice. This ETF tracks the Bloomberg Barclays U.S. Aggregate Bond Index and provides exposure to a wide range of investment-grade bonds, including government, corporate, and mortgage-backed securities. AGG offers diversification and stability, making it a valuable addition to any retirement portfolio [1].
These ETFs have demonstrated their potential to generate attractive yields and growth potential, making them suitable for long-term retirement investing. By allocating a portion of their monthly retirement account transfers to these ETFs, investors can build a diversified and income-generating portfolio that can help achieve their long-term financial goals.
The article discusses three top ETFs to invest in for retirement: the Schwab U.S. Dividend Equity ETF, JPMorgan Equity Premium Income ETF, and iShares Core U.S. Aggregate Bond ETF. These ETFs provide exposure to top dividend stocks, a premium income stream, and broad exposure to high-quality bonds, respectively. The author plans to allocate some of their monthly retirement account transfer to these ETFs, citing their attractive dividend yields and growth potential.
Investors seeking to build a diversified retirement portfolio can consider three top-performing ETFs that offer exposure to dividend stocks, premium income, and high-quality bonds. These ETFs have proven track records and attractive yields, making them suitable for long-term investment strategies.The Schwab U.S. Dividend Equity ETF (SCHD) is a popular choice among investors looking for exposure to top dividend stocks. With a 3-star Morningstar rating, it offers a balance of risk and return, although its performance has been average compared to other dividend ETFs [1]. Despite this, SCHD's management of $270 billion in assets demonstrates its broad appeal and reliability.
The JPMorgan Equity Premium Income ETF (JPEI) provides investors with a premium income stream by focusing on high-yielding dividend stocks. It has shown strong performance, particularly in volatile market conditions, and offers a more concentrated portfolio compared to SCHD. This active management approach can lead to higher yields but also comes with increased risk [1].
For investors seeking broad exposure to high-quality bonds, the iShares Core U.S. Aggregate Bond ETF (AGG) is an excellent choice. This ETF tracks the Bloomberg Barclays U.S. Aggregate Bond Index and provides exposure to a wide range of investment-grade bonds, including government, corporate, and mortgage-backed securities. AGG offers diversification and stability, making it a valuable addition to any retirement portfolio [1].
These ETFs have demonstrated their potential to generate attractive yields and growth potential, making them suitable for long-term retirement investing. By allocating a portion of their monthly retirement account transfers to these ETFs, investors can build a diversified and income-generating portfolio that can help achieve their long-term financial goals.

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