SDTY

YieldMax$41.23-0.14 (-0.34%)
AUM $41.4MER 1.08%NAV $41.37Holdings 6

Price Chart

Key Statistics

Previous Close

$41.37

Day Range

$41.15$41.32

52-Week Range

$39.12$46.50

Avg Volume

11.8K

Dividend Yield

27.21%

Expense Ratio

1.08%

AUM

$41.4M

Shares Outstanding

326.9K

ETF Grades

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Sector Breakdown

SectorWeight %
Technology39.05%
Financial Services11.07%
Communication Services10.64%
Consumer Cyclical9.89%
Healthcare8.30%
Industrials7.82%
Consumer Defensive4.50%
Energy3.13%
Utilities2.11%
Real Estate1.81%
Basic Materials1.67%
Cash & Others0.01%

Country Allocation

CountryWeight %
Other98.52%
United States1.48%

Fund Information

Issuer
YieldMax
Category
Technology
Inception Date
Feb 5, 2025
Exchange
NASDAQ
Description
The YieldMax S&P 500 0DTE Covered Call Strategy ETF (SDTY) is an actively managed exchange-traded fund that seeks to generate current income while also providing exposure to the price return of the S&P 500 Index. The fund seeks to generate income primarily by selling out-of-the-money, zero days to expiration (“0DTE”) call options on the S&P 500 Index (or related ETFs). The strategy is designed to capture option premiums on a frequent basis, with the goal of distributing income weekly.

Similar ETFs

SymbolNameAUM
VTIVanguard Morningstar Total Stock Market ETF$2.30T
VOOVanguard S&P 500 ETF$1.70T
IVViShares Core S&P 500 ETF$889.43B
SPYState Street SPDR S&P 500 ETF$820.11B
QQQInvesco QQQ Trust, Series 1$485.37B

The YieldMax S&P 500 0DTE Covered Call Strategy ETF (SDTY) is an exchange-traded fund issued by YieldMax that launched on Feb 5, 2025. It currently manages $41.4M in assets under management. The fund charges an expense ratio of 1.08%. The fund holds 6 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1SPX 12/18/2026 1200.26 C84.77%54$35.1M
2Cash & Other13.49%5,585,519$5.6M
3United States Treasury Bill 10/15/20261.61%670,000$666K
4United States Treasury Bill 02/18/20270.07%28,000$27K
5United States Treasury Bill 09/03/20260.07%27,000$27K

Detailed Returns

PeriodReturnETF
1D
-0.34%
1W
-0.67%
1M
+0.82%
3M
-4.00%
6M
-3.96%
YTD
-7.21%
1Y
-8.80%
3Y
-18.02%
5Y
-18.02%

Moving Averages

20-Day MA

$41.53

Below 20-Day MA
50-Day MA

$41.52

Below 50-Day MA
200-Day MA

$42.74

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$46.50

Current Price

$41.23

52-Week Low

$39.12

$39.12$46.50

Current Yield

27.21%

Annual Dividend

$0.8365

Frequency

Weeklyx/year

Last Ex-Date

Jun 17, 2026

Dividend History

Ex-DateAmountPay Date
Jun 17, 2026$0.2080Jun 18, 2026
Jun 10, 2026$0.2054Jun 11, 2026
Jun 3, 2026$0.2133Jun 4, 2026
May 27, 2026$0.2098May 28, 2026
May 20, 2026$0.2095May 21, 2026
May 13, 2026$0.2105May 14, 2026
May 6, 2026$0.2056May 7, 2026
Apr 29, 2026$0.2066Apr 30, 2026
Apr 22, 2026$0.2717Apr 23, 2026
Apr 15, 2026$0.2750Apr 16, 2026
Apr 8, 2026$0.2617Apr 9, 2026
Apr 1, 2026$0.2538Apr 2, 2026
Mar 25, 2026$0.2602Mar 26, 2026
Mar 18, 2026$0.3153Mar 19, 2026
Mar 11, 2026$0.3075Mar 12, 2026
Mar 4, 2026$0.2368Mar 5, 2026
Feb 25, 2026$0.2363Feb 26, 2026
Feb 18, 2026$0.2327Feb 19, 2026
Feb 11, 2026$0.2650Feb 12, 2026
Feb 4, 2026$0.2218Feb 5, 2026

Dividend Payments Over Time

Category Comparison

MetricSDTYTechnology(1499 ETFs)Covered Call(103 ETFs)
Fund Info
Expense Ratio1.08%0.60%0.72%
AUM$41.4M$7.66B$1.38B
Dividend Yield27.21%3.03%16.09%
Avg Volume11.8K588.2K235.5K
Holdings621569
Performance
1-Month Return+0.42%+4.68%+2.18%
6-Month Return+0.91%+12.96%+1.35%
YTD Return-6.79%+13.86%-1.57%
1-Year Return-8.22%+12.60%-2.61%

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