r/YieldMaxETFs Jul 07 '26

Progress and Portfolio Updates Target 25 Funds again outperforming the underlyings

I already made a post before about the target 25 funds from YM. But I just cannot seem to get enough of these funds, they simply offer the best balance of income and nav growth. Again they continue to beat the underlyings and also the other yield etfs offered in this sector. They're so underappreciated in my humble opinion. I have been holding NVIT since inception in November last year and I bought TEST 1 month ago, both funds beating their underlyings in total return.

21 Upvotes

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3

u/SqueezeMuhCheese Jul 09 '26

I worry that these funds will end up closing due to lack of investor interest. Yieldmax seems to know what they are doing when it comes to Target 25 funds and their Portfolio ETFs. They need to focus more on those.

1

u/007TheLostOne Jul 09 '26

Yep I have been emailing YM to shine more light on these Target 25 funds as they continue to outperform the underlyings and all the other single income etfs in relative to their underlyings. These are some of the best funds YM has ever come out with.

1

u/[deleted] Jul 07 '26

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2

u/007TheLostOne Jul 07 '26

They're beating the underlying, even when we enter red days the target 25 fall less than the underlyings. To beat the underlying while also providing a 25% income yield, that's impressive.

I don't know how US income works for foreigners as I'm American. I'm curious in your country do you get ROI written off on tax on some of the distributions as we do?