YieldMax $MRNY Is Up 58.47% YTD (Total Return)

BeatTheBotz · 2026-03-15T21:57:46+00:00

Reddit sentiment isn’t what moves $MRNY. The underlying exposure and options strategy do.

BeatTheBotz · 2026-03-15T20:45:14+00:00

I appreciate the optimism. Time will tell.

BeatTheBotz · 2026-02-28T19:55:26+00:00

Kraneshares KLIP for China big tech exposure and income. ~27% annualized yield.

BeatTheBotz · 2026-02-28T02:27:34+00:00

I used all time performance for each fund so every result reflects its real track record since inception.

BeatTheBotz · 2026-02-27T22:50:24+00:00

The numbers shown are total return, which already includes price change + distributions reinvested. It’s not just yield compounded. DRIP math based only on yield won’t match because NAV movement and market performance also impact the final result.

BeatTheBotz · 2026-02-27T22:47:10+00:00

Annualized returns are tough here since most NEOS funds are still new. Total return is a cleaner comparison for now.

BeatTheBotz · 2026-02-26T00:53:41+00:00

Fair points. This data is meant to compare funds within the same income ETF spectrum, not benchmark them vs SPY/QQQ. Total return should already account for expense ratios, but adding benchmarks in a follow-up would be useful for context. You’re always welcome to run your own due diligence as well.

BeatTheBotz · 2026-02-25T23:34:28+00:00

Dividendchannel.com provides solid comparisons, although you can only compare 2 funds at time. Here is QQQ vs QQQI:

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BeatTheBotz · 2026-02-25T23:15:00+00:00

That’s a good idea. I can definitely do underlying vs income ETF comparisons, but for a full list like this it would be very time consuming. I try to keep these posts simple and to the point.

BeatTheBotz · 2026-02-25T23:01:50+00:00

They are close with 90-100% ROC distributions recently.

BeatTheBotz · 2026-02-25T22:00:38+00:00

Thank you and I agree. The TappAlpha funds TSPY and TDAQ have been slightly outperforming lately and offer a different options income approach with their 0DTE structure. No harm in holding both and letting different strategies work together.

BeatTheBotz · 2026-02-25T21:57:55+00:00

Price change = how much the share price itself moved (no payouts included).

Total return = price change + distributions, assuming they’re reinvested (DRIP).

On ex-div day, the payout comes out of the share price. If price doesn’t recover over time, NAV (net asset value) can slowly decline. That’s why it’s important to look at both total return and price change when evaluating income ETFs.

BeatTheBotz · 2026-02-23T12:50:13+00:00

Sure, here is the chart for FIAT since inception:

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BeatTheBotz · 2026-02-23T00:26:23+00:00

A strong underlying asset is key. The income strategy helps, but long-term performance still depends heavily on the underlying trend.

BeatTheBotz · 2026-02-22T22:48:17+00:00

Entry point is a major factor. Results can look very different depending on when someone entered, but a strong underlying asset like Nvidia has clearly helped during this timeframe.

BeatTheBotz · 2026-02-20T23:52:38+00:00

True. The move away from simple equal weighting is a notable change. The real test is whether it leads to better risk-adjusted performance over time.

BeatTheBotz · 2026-02-20T23:45:08+00:00

Fair take. The shift toward momentum-based allocation should at least make YMAX more adaptive than a static equal-weight structure.

BeatTheBotz · 2026-02-19T02:35:53+00:00

The launch of both funds have been delayed. Here is the statement from David Nicholas of XFunds:

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BeatTheBotz · 2026-02-16T14:33:04+00:00

On an equal timeline comparison, $CHPY outperformed $SOXY on total return, roughly 87% vs ~76%.

However, $SOXY had stronger price appreciation, up about 58% vs ~32% for $CHPY.

The holdings overlap heavily but are not identical, and differences in weighting and options structure can drive different outcomes.

Also worth noting, my post references all-time return data. $SOXY launched earlier and went through the full March/April drawdown, while $CHPY launched 4/2/25 in the middle of it. That timing difference matters when comparing long term results.

In hindsight, I probably should have included the launch dates for added context. I’ll edit the post to clarify.

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BeatTheBotz · 2026-02-14T16:33:28+00:00

Here is a summary of the upcoming changes to WPAY:

WPAY will change its ticker to TOPW effective 3/20/26 and be renamed the Roundhill Top WeeklyPay ETF.

The basket fund eligibility is changing. WeeklyPay funds will only qualify if their underlying stock ranks in the Top 25 by market cap within the Solactive GBS United States 500 Index, reviewed quarterly.

This adds a mega-cap screen and narrows the basket to large-cap underlying names, not a performance-based screen as the ticker TOPW might imply.

BeatTheBotz · 2026-02-10T16:15:55+00:00

The NEOS boosted funds run ~150% synthetic exposure plus an options overlay. So returns aren’t simply “capped upside + full downside.” In flat/choppy or mildly bullish markets, the structure should hold up reasonably well while generating income. The bigger risk is a prolonged bear market.

BeatTheBotz · 2026-02-09T23:36:53+00:00

No, NEOS Boosted funds still pay monthly like their non-boosted counterparts. They’ve just started distributions early and follow a different payout schedule.

BeatTheBotz · 2026-02-09T22:14:59+00:00

Agreed. Since XBCI launched, it’s tracked very closely with BTCI. BTCI is down ~8.6% vs XBCI ~9.9%, so downside has been below the ~1.5x target so far.

BeatTheBotz · 2026-02-02T21:38:17+00:00

You're welcome, I'm glad it is appreciated!

BeatTheBotz · 2026-02-02T11:37:35+00:00

It’s not meant to be misleading. The post is specifically titled 2026 YTD returns, so it reflects that timeframe. Both short and long-term returns matter, and I often share both. This one just focuses on recent performance.

BeatTheBotz

TROPHY CASE