YIELDMAX -- An analysis of YieldMax ETFs from inception through December 27, 2024

A one-page summary of all 34 YieldMax stocks

Photo by Lidia Nikole on Unsplash

As always, please read our disclaimer.

Here’s the latest YieldMax Update.

YieldMax has some pretty amazing yields, though some of their products have less than stellar “yields + capital gains” (see the stocks toward the end of the list).

The 34 stocks below are sorted in descending order of “yield + capital gains.”

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[1]. PLTY

PLTY has had total dividends of $5.5486. PLTY has been active since 10/11/2024 which as of today (12/27/2024) is 2.53 months. During that time it has had a starting price of $52.08, a high price of $76.32, a low price of $48.74, and the current price is $75.31. This means that it has had a yield since inception of 10.65%, or an average monthly yield since inception of 4.22%. The peak-to-valley is -36.14%. The capital gains since inception are 44.60%. The overall gain/loss since inception (cap gains + yield) is 55.26%, or a gain/loss per month of 21.88%.

For further information, please see the following link:

https://seekingalpha.com/symbol/PLTY/dividends/yield

[2]. MSTY

MSTY has had total dividends of $24.4285. MSTY has been active since 2/23/2024 which as of today (12/27/2024) is 10.13 months. During that time it has had a starting price of $21.60, a high price of $46.50, a low price of $18.94, and the current price is $30.16. This means that it has had a yield since inception of 113.09%, or an average monthly yield since inception of 11.16%. The peak-to-valley is -59.27%. The capital gains since inception are 39.63%. The overall gain/loss since inception (cap gains + yield) is 152.72%, or a gain/loss per month of 15.07%.

For further information, please see the following link:

https://seekingalpha.com/symbol/MSTY/dividends/yield

[3]. NVDY

NVDY has had total dividends of $24.5791. NVDY has been active since 5/12/2023 which as of today (12/27/2024) is 19.49 months. During that time it has had a starting price of $19.83, a high price of $31.77, a low price of $19.60, and the current price is $24.08. This means that it has had a yield since inception of 123.95%, or an average monthly yield since inception of 6.36%. The peak-to-valley is -38.31%. The capital gains since inception are 21.43%. The overall gain/loss since inception (cap gains + yield) is 145.38%, or a gain/loss per month of 7.46%.

For further information, please see the following link:

https://seekingalpha.com/symbol/NVDY/dividends/yield