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Income Generators

Tier 3. BDCs and REITs with high fundamental yields.

This category highlights dividend ETFs aligned to the income generators risk profile. Use it to compare yields, risk tiers, and NAV stability within a focused segment.

How To Use This List

  • Start with risk tier alignment, then compare yields.
  • Click a ticker to open the full audit and NAV analysis.
  • Use comparisons to validate similar funds side-by-side.
Total Funds: 112

TCPC

BlackRock TCP Capital

Tier 3
Annual Yield
49.16%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

STWD

Starwood Property Trust, Inc.

Tier 3
Annual Yield
47.8%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

CCAP

Crescent Capital BDC Inc.

Tier 3
Annual Yield
44.16%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

NMFC

New Mountain Finance

Tier 3
Annual Yield
43.42%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

BIZD

VanEck BDC Income

Tier 3
Annual Yield
41.45%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

BXSL

Blackstone Secured Lending Fund

Tier 3
Annual Yield
38.6%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

OCSL

Oaktree Specialty Lending

Tier 3
Annual Yield
34.59%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

SLRC

SLR Investment

Tier 3
Annual Yield
33.82%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

OBDC

Blue Owl Capital Corporation

Tier 3
Annual Yield
33.3%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

GBDC

Golub Capital BDC

Tier 3
Annual Yield
32.49%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

FDUS

Fidus Investment

Tier 3
Annual Yield
32.14%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

HTGC

Hercules Capital

Tier 3
Annual Yield
32.1%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

HESM

Hess Midstream LP

Tier 3
Annual Yield
31.48%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

ARCC

Ares Capital Corp

Tier 3
Annual Yield
30.95%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

TSLX

Sixth Street Specialty Lending

Tier 3
Annual Yield
29%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

PSEC

Prospect Capital

Tier 3
Annual Yield
27.81%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

WES

Western Midstream Partners L.P.

Tier 3
Annual Yield
27.22%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

MPLX

MPLX LP

Tier 3
Annual Yield
25.58%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

USAC

USA Compression Partners LP

Tier 3
Annual Yield
24.73%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

PCHI

Polen High Income ETF

Tier 3
Annual Yield
24.23%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

UHT

Universal Health Realty Income Trust

Tier 3
Annual Yield
23.77%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

VICI

VICI Properties

Tier 3
Annual Yield
22.51%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

MLPA

Global X MLP ETF

Tier 3
Annual Yield
21.78%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

ET

Energy Transfer

Tier 3
Annual Yield
21.56%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

UPS

United Parcel Service

Tier 3
Annual Yield
21.38%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

PAA

Plains All American Pipeline L.P.

Tier 3
Annual Yield
21.25%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

KHC

Kraft Heinz Co

Tier 3
Annual Yield
21.15%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

ARE

Alexandria Real Estate Equities Inc.

Tier 3
Annual Yield
18.83%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

GOOP

Kurv Yield Premium Strategy Google ETF

Tier 3
Annual Yield
18.5%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

VZ

Verizon Communications

Tier 3
Annual Yield
18.45%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

EPD

Enterprise Products

Tier 3
Annual Yield
18.31%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

SBRA

Sabra Health Care REIT Inc.

Tier 3
Annual Yield
18.12%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

MO

Altria Group

Tier 3
Annual Yield
18.09%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

NNN

NNN REIT Inc.

Tier 3
Annual Yield
17.85%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

ENB

Enbridge Inc

Tier 3
Annual Yield
17.45%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

BTI

British American

Tier 3
Annual Yield
16.67%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

CCI

Crown Castle

Tier 3
Annual Yield
16.18%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

T

AT&T Inc

Tier 3
Annual Yield
15.3%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

OKE

ONEOK Inc

Tier 3
Annual Yield
14.93%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

PFLT

PennantPark Floating Rate

Tier 3
Annual Yield
14.52%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

KGLD

Kurv Gold Enhanced Income ETF

Tier 3
Annual Yield
14.44%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

LYB

LyondellBasell Industries N.V.

Tier 3
Annual Yield
14.41%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

CAG

Conagra Brands Inc.

Tier 3
Annual Yield
13.73%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

SPG

Simon Property Group

Tier 3
Annual Yield
13.27%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

F

Ford Motor Co

Tier 3
Annual Yield
13.23%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

CPZ

Calamos Long/Short Equity & Dynamic Income Term Trust

Tier 3
Annual Yield
13.06%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

PDO

Pimco Dynamic Income Opportunities Fund

Tier 3
Annual Yield
12.49%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

STAG

STAG Industrial

Tier 3
Annual Yield
12.44%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

TRP

TC Energy Corp

Tier 3
Annual Yield
11.82%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

KMI

Kinder Morgan

Tier 3
Annual Yield
11.7%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

PSA

Public Storage

Tier 3
Annual Yield
11.65%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

NDIV

Amplify Natural Resources Dividend Income ETF

Tier 3
Annual Yield
11.6%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

QDVO

Amplify CWP Growth & Income ETF

Tier 3
Annual Yield
11.56%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

FDL

First Trust Morningstar Dividend Leaders Index Fund

Tier 3
Annual Yield
11.43%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

AMT

American Tower

Tier 3
Annual Yield
11.37%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

CCD

Calamos Dynamic Convertible and Income Fund

Tier 3
Annual Yield
11.25%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

SRET

Global X SuperDividend REIT

Tier 3
Annual Yield
10.89%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

RWR

SPDR Dow Jones REIT ETF

Tier 3
Annual Yield
10.87%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

JGH

Nuveen Global High Income Fund

Tier 3
Annual Yield
10.73%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

CHI

Calamos Convertible Opportunities and Income Fund

Tier 3
Annual Yield
10.6%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

JPC

Nuveen Preferred & Income Opportunities Fund

Tier 3
Annual Yield
10.5%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

SDIV

Global X SuperDividend

Tier 3
Annual Yield
10.39%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

PLD

Prologis Inc

Tier 3
Annual Yield
10.25%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

PM

Philip Morris Intl

Tier 3
Annual Yield
9.94%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

CSWC

Capital Southwest

Tier 3
Annual Yield
9.86%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

VNQ

Vanguard Real Estate

Tier 3
Annual Yield
9.85%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

HST

Host Hotels & Resorts Inc.

Tier 3
Annual Yield
9.49%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

IRM

Iron Mountain

Tier 3
Annual Yield
9.37%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

CHW

Calamos Global Dynamic Income Fund

Tier 3
Annual Yield
9.33%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

GLAD

Gladstone Capital Corporation

Tier 3
Annual Yield
9.22%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

BBRE

JPMorgan BetaBuilders MSCI US REIT

Tier 3
Annual Yield
9.12%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

IYR

iShares US Real Estate

Tier 3
Annual Yield
9%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

CGO

Calamos Global Total Return Fund

Tier 3
Annual Yield
8.96%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

AMZA

InfraCap MLP ETF

Tier 3
Annual Yield
8.89%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

SCHH

Schwab US REIT

Tier 3
Annual Yield
8.79%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

WMB

Williams Companies

Tier 3
Annual Yield
8.65%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

DLR

Digital Realty

Tier 3
Annual Yield
8.56%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

KBWY

Invesco KBW Real Estate Finance

Tier 3
Annual Yield
8.56%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

RNP

Cohen & Steers REIT and Preferred Income Fund, Inc.

Tier 3
Annual Yield
8.41%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

EOI

Eaton Vance Enhanced Equity Income Fund

Tier 3
Annual Yield
8.41%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

CSQ

Calamos Strategic Total Return Fund

Tier 3
Annual Yield
8.28%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

CCEF

Calamos CEF Income & Arbitrage ETF

Tier 3
Annual Yield
8.27%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

COMB

GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF

Tier 3
Annual Yield
8.24%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

Tier 3
Annual Yield
8.23%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

DDJIX

Polen Opportunistic High Yield - Y

Tier 3
Annual Yield
8%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

PSF

Cohen & Steers Select Preferred and Income Fund, Inc.

Tier 3
Annual Yield
7.88%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

UTF

Cohen & Steers Infrastructure Fund, Inc

Tier 3
Annual Yield
7.59%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

HUMN

Roundhill Humanoid Robotics ETF

Tier 3
Annual Yield
7.59%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

SRLN

State Street Blackstone Senior Loan ETF

Tier 3
Annual Yield
7.37%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

EVT

Eaton Vance Tax-Advantaged Dividend Income Fund

Tier 3
Annual Yield
7.26%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

REZ

iShares Residential Real Estate

Tier 3
Annual Yield
6.99%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

GAIN

Gladstone Investment

Tier 3
Annual Yield
6.36%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

JBBB

Janus Henderson B-BBB CLO ETF

Tier 3
Annual Yield
6.15%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

EQIX

Equinix Inc

Tier 3
Annual Yield
6.12%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

VRP

Invesco Variable Rate Preferred ETF

Tier 3
Annual Yield
5.95%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

PCFI

Polen Floating Rate Income ETF

Tier 3
Annual Yield
5.61%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

MAIN

Main Street Capital

Tier 3
Annual Yield
5.57%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

O

Realty Income

Tier 3
Annual Yield
5.49%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

PCOFX

PCOFX

Tier 3
Annual Yield
5.48%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

QTUM

Defiance Quantum ETF

Tier 3
Annual Yield
4.68%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

ADC

Agree Realty Corp

Tier 3
Annual Yield
4.63%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

VNQI

Vanguard Global ex-US Real Estate

Tier 3
Annual Yield
4.5%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

WELL

Welltower Inc

Tier 3
Annual Yield
4.39%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

SIXG

Defiance Connective Technologies ETF

Tier 3
Annual Yield
1.63%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

MAGS

Roundhill Magnificent Seven ETF

Tier 3
Annual Yield
1.56%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

OZEM

Roundhill GLP-1 & Weight Loss ETF

Tier 3
Annual Yield
1.16%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

CSB

VictoryShares US Small Cap High Div Volatility Wtd ETF

Tier 3
Annual Yield
1.05%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

NERD

Roundhill Video Games ETF

Tier 3
Annual Yield
0.7%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

METV

Roundhill Ball Metaverse ETF

Tier 3
Annual Yield
0.2%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

AIPO

Defiance AI & Power Infrastructure ETF

Tier 3
Annual Yield
0.14%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

JEDI

Defiance Drone and Modern Warfare ETF

Tier 3
Annual Yield
0%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

XDIV

Roundhill S&P 500 No Dividend Target ETF

Tier 3
Annual Yield
0%
Risk Score
6/10
NAV Trend
→ Stable
View Audit

About Income Generators

Income Generators (Tier 3) are specialized pass-through entities designed to distribute cash. This category includes Real Estate Investment Trusts (REITs) and Business Development Companies (BDCs).

The 90% Payout Rule

By law, REITs and BDCs must distribute at least 90% of their taxable income to shareholders to avoid corporate income tax. This structural mandate results in naturally higher yields (typically 5-10%), but leaves less capital retained for growth.

  • Real Assets: Exposure to physical real estate (O, WPC) or middle-market loans (ARCC, MAIN).
  • moderate Risk: More sensitive to interest rate changes than broad market indices.
  • Income Focus: Ideal for investors needing higher current income without resorting to derivatives.