Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

BIGY vs HEMI: which paid, and which earned it?

BIGY and HEMI both write options for income.

YieldMax(R) Target 12(TM) Big 50 Option Income ETF and Hartford Equity Premium Income ETF.

12.5%BIGY cash paid, 1 year
6.0%HEMI cash paid, 1 year
+13.0%BIGY total return, 1 year
+11.2%HEMI total return, 1 year
BIGY3.6 pts behind SPY · 1 year to Sep 18, 2026
SPY+16.6%BIGY+13.0%12.5% of it arrived as cash3.6 pts behind SPYTotal return, distributions reinvestedSPY+16.6%BIGY+13.0%12.5% as cash3.6 pts behind SPY
HEMI3.4 pts behind SPY · since launch to Sep 18, 2026
SPY+14.7%HEMI+11.2%6.0% of it arrived as cash3.4 pts behind SPYTotal return, distributions reinvestedSPY+14.7%HEMI+11.2%3.4 pts behind SPY

What they hold in common

By the books each fund has filed, BIGY and HEMI hold 49% of their money in the same securities at the same weight.

Positions BIGY and HEMI both hold, largest shared weight first
HoldingBIGYHEMI
NVIDIA Corp6.66%9.11%
Apple Inc7.21%5.86%
Amazon.com Inc4.95%5.73%
Alphabet Inc4.84%7.69%
Microsoft Corp3.84%5.72%
Broadcom Inc3.04%4.02%
Meta Platforms Inc3.70%2.66%
JPMORGAN CHASE & CO.3.24%2.42%
Mastercard Inc2.00%2.04%
Eli Lilly & Co1.99%2.13%
Advanced Micro Devices Inc4.19%1.89%
Walmart Inc2.54%1.70%
Only in each
Only in BIGYOnly in HEMI
Caterpillar Inc 2.35%Goldman Sachs Group Inc/The 1.71%
Chevron Corp 2.31%KLA Corp 1.39%
Johnson & Johnson 2.25%Intercontinental Exchange Inc 1.28%
ExxonMobil Holdings Corp 2.23%Welltower Inc 1.26%
Visa Inc 2.10%AutoZone Inc 1.21%
Bank of America Corp 2.06%Micron Technology Inc 1.15%
GE AEROSPACE 1.98%Marriott International Inc/MD 1.12%
Procter & Gamble Co/The 1.82%ITT Inc 1.12%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Sep 21, 2026.

Performance, window by window

BIGY and HEMI over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
BIGYHEMIBIGYHEMIBIGYHEMI
3 months+2.6%+0.8%3.0%2.2%+0.3 pts−1.5 pts
6 months+15.0%+13.6%6.9%4.9%−3.0 pts−4.5 pts
1 year+13.0%not published12.5%not published−3.6 ptsnot published
Since launch+28.9%+11.2%21.8%6.0%−2.4 pts−3.4 pts
Open the live comparison on ETFIQ
BIGY and HEMI on the same fields, as of Sep 18, 2026. Source: ETFIQ.
BIGY
YieldMax(R) Target 12(TM) Big 50 Option Income ETF
Synthetic covered call on SPY, paying monthly
HEMI
Hartford Equity Premium Income ETF
Covered call on SPY, paying monthly
IssuerYieldMaxHartford
Strategysynthetic covered callcovered call
BenchmarkS&P 500 (SPY), used as a default proxyS&P 500 (SPY)
Paysmonthlymonthly
Payout rate, annualized12.1%9.1%
Expense ratio1.09%0.49%
Cash paid, 1 year12.5%6.0% (since launch on Dec 17, 2025)
Price change, 1 year−0.3%+4.9%
Total return, 1 year+13.0%+11.2% (since launch on Dec 17, 2025)
Benchmark return, 1 year+16.6%+14.7%
Ahead or behind−3.6 pts−3.4 pts
Return of capital, latest estimate0%not published
Age666 days275 days
Net assets$33m$33m

BIGY in plain words

Over the year to Sep 18, 2026, BIGY paid 12.5% of its starting value in cash distributions while its price fell 0.3%. With every distribution reinvested, the fund returned +13.0%. S&P 500 (SPY), used as a default proxy returned +16.6% over the same days, so a holder was behind by 3.6 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 12.1%, paid monthly. YieldMax estimates that 0% of the distribution paid Sep 3, 2026 was a return of capital (19a-1 notice, estimated, a tax characterization rather than a measure of erosion).

HEMI in plain words

Over the period since launch on Dec 17, 2025 to Sep 18, 2026, HEMI paid 6.0% of its starting value in cash distributions while its price rose 4.9%. With every distribution reinvested, the fund returned +11.2%. S&P 500 (SPY) returned +14.7% over the same days, so a holder was behind by 3.4 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 9.1%, paid monthly.

Questions people ask

Which is cheaper, BIGY or HEMI?
BIGY charges 1.09% a year and HEMI charges 0.49%, so HEMI is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

BIGY against HEMI, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, BIGY against HEMI, data as of Sep 18, 2026. https://etfiq.com/compare/income/bigy-vs-hemi Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources