Site menu

Search by ticker code:
Generic filters


Search by ticker code:
Generic filters

Search by ticker code:
Generic filters

Passive income ETFs: what you need to know with Marc Jocum from Global X

Passive income from ETFs? Marc Jocum of Global X joins Owen Rask on this Australian Investors Podcast to talk about using ETFs for passive income.

Listen to the podcast now

Play Video

On this Australian Investors Podcast, Owen Rask speaks with Global X’s Marc Jocum about using ETFs for passive income.

Marc steps us through:

  • How ETFs generate passive income
  • The common types of passive income ETFs
  • Dividend income ETFs
  • Covered call ETFs
  • 3 Global X ETFs designed for income: AYLD, ZYAU & USTB
  • How to analyse passive income ETFs, especially covered call strategies
  • How tax works on ETFs, including tax statements, turnover and franking credits

Marc Jocum, Global X podcast – list of questions

Ice breakers with Marc

What have been your 2 best investments (by performance, or value) and what have you learned?

Are ETFs a good way to invest for children?

Body of conversation 

Marc’s background, how he got started and why he wanted to move into ETFs with GX.

A lot of people still don’t understand how to use ETFs for passive income, what are the major similarities and differences to, say, direct stocks and managed funds?

Can you briefly talk to the tax implications of using ETFs for passive income? A couple of the common issues I hear is around why folks have to wait to do their tax return, and whether they’re suitable for high income tax payers, who prefer not to crystallise gains?

How do you think about turnover in a portfolio and how it impacts investors seeking income?

Now I’d like to talk about the various sources of income in a portfolio, and how your ETFs match to them…

AYLD is an example of a covered call ETF offered by GX. It tracks the ASX 200 but with a covered call overlay. Can walk us through this? What is a covered call strategy? 

When would you expect a covered call strategy like this to perform better and worse, in Total Return (TR) terms, versus a vanilla index fund tracking the ASX 200?

Why are covered call strategies so popular in the US versus Australia?

ZYAU is another example. But this ETF does something quite different. It’s simpler and more elegant in its design. Let’s step through the ZYAU ETF. From universe to filter and final portfolio.

How about on the fixed income side, bonds or credit, what does GX offer here? The USTB ETF has exploded in popularity amongst, I’m guessing, advisers, over the past two years. Why is that?


Final question, Marc, if you could go back and tell your younger self one thing about finance, money or investing what would it be?

Want to be part of the Rask + Global X ETF upcoming income webinar?

Create a free Rask account to get notified when the webinar will be hosted.

If you ❤️ this episode, you’ll LOVE our series. Episodes go live every Saturday at 7 am and Wednesday arvo.

We air an interview with an Australian or international investing expert every Wednesday, and Q&A every Saturday! Subscribe below 👇

Podcast resources

Want an income webinar with that?

Create a free Rask account to get notified of the upcoming webinar with Marc!

Go deeper: view all Global X funds & whitepapers

Global X is a long-term sponsor of Rask podcasts.

SAy g'day to these 👇

The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

Share this episode:

Search by ticker code:
Generic filters

Stocks mentioned:

Like our podcast? Get weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start? We can help. Join 40,000+ Australian investors on our mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.

Skip to content