Option income on Strategy (MicroStrategy), the most volatile underlying in the lineup.
- Fee
- 0.99%
- AUM
- $3.4B
- Yield
- 96.1%
- 1Y
- -21.4%
- 5Y ann.
- —
- 10Y ann.
- —
- Max ann.
- —
Income
These funds run a synthetic position in a single stock and sell calls against it, paying out enormous monthly distributions. The yield is largely return of your own capital: price tends to grind down over time, upside is capped, and downside is not. Treat them as income trades on one company, not as long-term holdings.
Equal-weighted across every fund in this objective
7 funds
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Option income on Strategy (MicroStrategy), the most volatile underlying in the lineup.
Rotates option income across a basket of the most volatile single names rather than one stock.
Synthetic long Nvidia with calls sold against it, paying very large monthly distributions.
The original YieldMax fund: synthetic Tesla exposure with systematic call writing.
Option income on Coinbase, so distributions track crypto trading volatility.
Covered calls on a concentrated basket of roughly 15 mega-cap tech names.
Synthetic AMD exposure with covered calls sold for monthly income.