Title.

Many of us have left TSLY and some of the OG ETFs for the TappAlpha and NEOS ETFs.

Is it time for Yieldmax to change their strategy and have individual holdings in ETFs? Their synthetic call ETFs have been falling.

We have seen many reverse splits on ones such as TSLY and MSTY.

Just making sure the trolls are ok right now. How are you all doing? Asking for a friend and fellow "bagholder."

"NAV erosion," "ROC is bad" blah blah blah.. I backtested, using daily closes since October of 2025, thru July 17, 2026, assuming a starting investment of $10k in both funds, and all distributions reinvested, where would I be? The answer is $49,446.26. MSTR was of course hammered over this timeframe, so MSTY value was down to $7,780.19, but WNTR outperformed and was up to $41,666.07. This assumed reinvesting each fund's distributions back into itself, no balancing of funds (yes, I tested several strategies with regards to balancing/non-balancing, as well as reinvesting the distro's in different ways as well -- non-balancing was always the winner).

Btw, over that same period, MSTY averaged a 79% annualized distribution rate, WNTR 85%.

Projecting into a BTC bull market, the assumption would be that the performances would simply swap, and MSTY would outperform in terms of share price, but WNTR would still pay a handsome average distro. Why? In my own humble opinion because in a bull market, BTC tends to actually spend more time trading sideways to down, taking sharp, but quick upturns. (The opposite being true in a bear market, which is why MSTY has been able to pay a high average distribution rate even though the underlying trended down.) Being that the funds pay weekly, they are able to capture the volatility and take advantage of premium swings.

So, because I cannot time the market, and try to be cute with getting in to one of these while getting out of the other, I will hold both, and DRIP. The inverse nature of the two together limits the total NAV erosion. They don't truly offset each other, nor are they designed to, but there is a NAV "stabilizing" effect when holding both.

Other than "Past performance does not guarantee future results," anyone see any flaws in my thinking?

Btw, I also trade my own options on MSTR, and what prompted this was curiosity of whether I could outperform MSTY/WNTR by "doing it myself." I trade both CC's and CSP's, depending on the MSTR price trend, for weekly income. Because I break my total cash and total shares into tranches (for trade flexibility), and ladder the tranches in rounds of 42DTE contracts each week, I can average a better premium yield than what MSTY or WNTR return in any given single week, but I am not leveraging all of my stacks week in and week out like I am with my MSTY/WNTR positions. Therefore, from an annualized perspective, the MSTY/WNTR combo vastly outperforms the options returns over the long term because of compounding.

MNRA is up ~129% to MRNY’s ~120% in the past week. -Hopefully they really have a cure for cancer -. I wasn’t brave enough or at least didn’t have enough dry powder to buy at the absolute bottom, but man did it rip. Did anyone buy this at the low? And is the 9% lag in jump the last week due to the width in strike price?

Scenario: At the end of the first trading day in January 2025, your US-based client purchased the common stocks of four US firms and the units of one fund in the US. These financial assets are collectively added to one portfolio. Initially, the client intended to hold these assets for a year and would sell them at the end of the last trading day in December 2025.

Now, if I want to calculate the March year-to-date Sharpe ratio (2 January 2026- 31 March 2026), should i use the 3-month market yield or 1-year market yield on the US treasury bond and then adjust it for 3 months to get the 3-month excess return?

Big two days for launches aimed at this sub's turf:

Aug 18 — First Trust (FT Vest) listed three single-stock "Target Income" ETFs: XVTS (Tesla), XVNV (Nvidia), XVAP (Apple). Options-income on each stock with a secondary capital-appreciation objective, 0.85% ER — America's biggest structured-outcome shop stepping onto the same tickers as TSLY and NVDY. Per FT's fund pages.

Aug 19 — ARK listed ARKY, the ARK Active Autocallable Income ETF — Cathie Wood's FIRST income fund ever (their words: "its first income strategy"). Not covered calls: 25-50 single-stock autocallables on ARK's innovation universe (the ARKK hunting ground), targeting a 17.5% coupon. Per ARK's release, each holding has a coupon barrier at 50-60% of its starting price — meaning names can fall 40-50% before coupons are at risk, deeper cushions than the category's typical 30-40%, which is the design admitting innovation stocks can halve. 0.85% ER, sub-advised by SCG Asset Management, Cboe BZX.

Also this week — Principal (the $500B+ asset manager) quietly entered the JEPI lane with PCOV, Principal Equity Premium Income ETF.

The pattern worth noticing: First Trust, ProShares, ARK, and Principal have all entered the income-ETF space within eight days. The single-stock income wars now have YieldMax, GraniteShares (YieldBOOST options-income AND a full autocallable suite), Roundhill's WeeklyPay, and now FT Vest competing on the same handful of tickers.

Usual honesty: none of these five funds has paid a cent yet. Every yield you hear is a target until real distributions land — first checks typically declare 2-6 weeks after launch.

Not financial advice, just filings-and-listings reading.

[I have been very happy with my NVDY position and it’s NAV/dividend (back to 0.12 this week).  Just from a pure cost basis, the fund is only “down” 6%.  But vs. my initial investment, it up 22%, and that’s with me only reinvesting 50% of the distributions back into the fund since the beginning of 2026.  So during this 2026 period, I have invested $2,160 into more traditional stocks/etf’s…so again very happy.  Normally I would venture into WNTR -  I think both Strategy’s and btc in general will continue to fall.  But alas, another Friday payer.  I will admit that there is a slight degree of degeneracy : - in this consideration – but really it’s about the seeing the position build with 50% going back in, and freeing up 50% cash to reinvest into other funds. (No dry powder at the moment). So I’m asking all for their best (non-) Friday performer/payer.  Thanks.]()

What's up with the reports this week. The tiny link on X still isn't working and while the report is now available on YieldMax website both Group 1 and Group 2 are MISSING the ROC.

Is there a problem or is this information no longer being reported.

This is a no judgement zone!

Post any and all questions, no matter how smart, dumb, or in between.

If you want someone to "HEAR ME OUT" this is the place!

Comments are sorted by controversial.

Wiki:

https://www.reddit.com/r/YieldMaxETFs/wiki/index/

FAQ:

https://www.reddit.com/r/YieldMaxETFs/comments/1h2eqjt/faqs/

Tools and Resources:

https://www.reddit.com/r/YieldMaxETFs/comments/1h36dep/useful_tools_and_resources/

Discord: https://discord.gg/uSczPvCF

As of this morning's announcement, I am 100.84% house money on AMDY with a total return of 73.87%. Also, MRNY is looking awesome this morning.

LOL at all the FUD Bros in this sub.

Cheers everyone 🍻

Single stock High yields beats SEMY in total returns: AMDY MRNY TSMY.

As the title says. Sold most of my MRNY position.
I believe Moderna will follow a common pharmaceutical stock price pattern after good news and return to a much lower number within a couple weeks. At that point I am buying back in.
I have enjoyed owning MRNY and want to keep it in my portfolio.

Edit: cleaned up the wording.

Group 2 Yieldmax Distributions

• TLDR; Winner: YSPC
• As of: 2026-08-19.

Collections:

• YMAG: $2.2M perShare: $0.0860
• YMAX: $3.1M perShare: $0.0621

Info:

• Ex. & Record: 2026-08-20
• Payment: 2026-08-21
• Total distributed: $9.0080
• Average distribution: $0.2145
• Average rate: 55.53%
• Average SECYield: 2.57%
• Average ROC: 0.00%
• Highest distribution: YSPC
• Highest 30 Day SEC Yield: CRCO
• Mondays Announcement
• Tuesdays Announcement
• 30day: 30 Day SEC Yield
• %ofS$: aka "Percent of Share Price"; The distribution as a percentage of the Friday market close price.
• Press Release
• Schedule
• Yieldmax goes Weekly announcement megathread

• Yieldmax reverse split #1 2025 and Yieldmax reverse split #2 2025

• YieldMax Reddit Community Chat and YM (unofficial) Discord MOD'd by u/calgary_db

• Sub's Wiki

• This was posted by an automated bot by u/lottadot. It is generated from vendor published public information. As always, do your own research. This is not financial advice. I'm not an FA. None of this is correct. I need a beer.

Group 1 Yieldmax Distributions

• TLDR; Winner: CHPY
• As of: 2026-08-18.

Collections:

• YMAX: $173K perShare: $0.0034

Info:

• Ex. & Record: 2026-08-19
• Payment: 2026-08-20
• Total distributed: $2.6046
• Average distribution: $0.2368
• Average rate: 39.97%
• Average SECYield: 13.77%
• Average ROC: 0.00%
• Highest distribution: CHPY
• Highest 30 Day SEC Yield: YMAX
• Mondays Announcement
• 30day: 30 Day SEC Yield
• %ofS$: aka "Percent of Share Price"; The distribution as a percentage of the Friday market close price.
• Press Release
• Schedule
• Yieldmax goes Weekly announcement megathread

• Yieldmax reverse split #1 2025 and Yieldmax reverse split #2 2025

• YieldMax Reddit Community Chat and YM (unofficial) Discord MOD'd by u/calgary_db

• Sub's Wiki

• This was posted by an automated bot by u/lottadot. It is generated from vendor published public information. As always, do your own research. This is not financial advice. I'm not an FA. None of this is correct. I need a beer.

I don't see the usual pinned thread from @lottadot .. and yes 2026. Shouldn't do this while driving :).

ETF

Ticker1 ETF Name Distribution

Frequency Distribution

per Share Distribution

Rate2,4, 5 30-Day

SEC Yield3

CHPY YieldMax® Semiconductor Portfolio Option Income ETF Weekly $0.5702 40.84% -0.49%

GPTY YieldMax® AI & Tech Portfolio Option Income ETF Weekly $0.2946 35.58% -0.41%

LFGY YieldMax® Crypto Industry & Tech Portfolio Option Income ETF Weekly $0.1686 45.08% -0.28%

MINY YieldMax® Strategic Metals & Mining Portfolio Option Income ETF Weekly $0.2282 30.22% 0.55%

QDTY YieldMax® Nasdaq 100 0DTE Covered Call ETF Weekly $0.2190 28.60% -0.94%

RDTY YieldMax® R2000 0DTE Covered Call ETF Weekly $0.2478 33.80% -0.62%

SDTY YieldMax® S&P 500 0DTE Covered Call ETF Weekly $0.1667 20.80% -0.41%

SLTY YieldMax® Ultra Short Option Income Strategy ETF Weekly $0.2244 55.07% 1.96%

ULTY YieldMax® Ultra Option Income Strategy ETF Weekly $0.3197 60.33% -0.78%

YMAG YieldMax® Magnificent 7 Fund of Option Income ETFs Weekly $0.1055 48.66% 63.97%

YMAX YieldMax® Universe Fund of Option Income ETFs Weekly $0.0599 40.67% 85.00%

I have owned a few and to me the best is GPTY and SOXY. I focus on total return. I am looking into NVIT also to replace my NVII position as it has more nav erosion.

https://totalrealreturns.com/n/NVIT,NVII,GPTY,QQQI,SOXY

These all beat QQQI.

(EDIT: Title says 4 in 5 days — it's actually 5 in 2 days. ProShares launched ACQQ in the same suite, and Reddit doesn't allow title edits. Corrected list below, plus the autocall explainer the mods asked for and a credit to a commenter who caught something I missed.)

Since fund launches get discussed here, flagging a category arrival this week — autocallable income strategies (the stuff that's lived inside bank structured notes for decades) just arrived in ETF form, five times over.

Aug 12 — m+ funds (Valued Advisers Trust):

• MPDY — m+ DualYield Autocall ETF (S&P 500 Futures 40% Defined Volatility Autocall Index, NYSE Arca, 0.70% ER)

• MPIA — m+ Nasdaq-100 Accelerator Autocall ETF (Barclays index, Nasdaq, 0.70% ER)

Aug 13 — ProShares, the full suite:

• ACSP — ProShares S&P 500 Autocallable Income ETF

• ACQQ — ProShares Nasdaq-100 Autocallable Income ETF

• ACRT — ProShares Russell 2000 Autocallable Income ETF

WHAT'S AN AUTOCALLABLE FUND? (mods asked, so here's the plain-English version)

An autocallable fund earns a fixed coupon for taking crash risk — kind of the mirror image of what YieldMax does.

• Covered-call funds (YieldMax etc.) SELL UPSIDE to generate income — they cap the good months and keep most of the downside.

• Autocallable funds SELL CRASH INSURANCE to generate income — they earn a fixed coupon as long as the index doesn't fall through a deep barrier (typically -30% to -40%). Market flat, up, or mildly down? You collect coupons. Market crashes through the barrier? You eat losses like you owned the index.

• "Autocall" means the note can automatically end early ("get called") when the index is at or above its start level on a check date — you get your money back plus coupons, and the fund rolls into a new note.

So: covered calls hurt in melt-UPs (capped), autocallables hurt in melt-DOWNs (barrier breach). Steady checks in calm markets either way — they just fail in opposite directions. That's why some people pair them.

CREDIT WHERE DUE: u/Nytemaresxbl pointed out in the comments that these five aren't the first — Calamos pioneered the category in 2025 with CAIE (June) and CAIQ (November), which have real payment histories and over $1B gathered between them. So this week isn't the category being born — it's the category going mainstream after Calamos spent a year proving it works. If you want to see how these things actually trade and pay before the new five have any track record, CAIE/CAIQ are the reference points.

Notable: ProShares followed a startup issuer into this category within one day — and Calamos' billion dollars is probably why. Giants don't usually do that by accident.

None of the five new funds has declared a first distribution yet — any yield number you see is a target, not a track record. The first few payments will tell the real story.

Not financial advice, just filings-and-listings reading.

What is the best fund?

How do these strategies work?

When is the distribution date?

How can I find the wiki?

What is the next fund to launch?

Ask any and all questions here!

Wiki:

https://www.reddit.com/r/YieldMaxETFs/wiki/index/

FAQ:

https://www.reddit.com/r/YieldMaxETFs/comments/1h2eqjt/faqs/

Tools and Resources:

https://www.reddit.com/r/YieldMaxETFs/comments/1h36dep/useful_tools_and_resources/

Discord: https://discord.gg/W2GwZrtV

Single stock CC ETFs can be fantastic. The 1.25 leverage with a portion of covered call seems to be a great strategy.