Data as of .
BIGY vs XIMR: which paid, and which earned it?
Over the year BIGY paid 12.5% of its price in cash against XIMR’s 6.7%, and returned more with it reinvested.
ETFIQ Return Stability Score: BIGY scores higher
Was the payout funded by returns, or by your own capital?
A percentile among the 173 income ETFs writing on an index or proxy. It is a position in a set, not a rating, and neither end of it is a recommendation. All income ETFs ranked by it · How it is computed
What they hold in common
By the books each fund has filed, BIGY and XIMR hold 0% of their money in the same securities at the same weight.
| Only in BIGY | Only in XIMR |
|---|---|
| Apple Inc 7.21% | 2027-03-19 State Street® SPDR® S&P 500® ETF Trust C 0.06 114.57% |
| NVIDIA Corp 6.66% | 2027-03-19 State Street® SPDR® S&P 500® ETF Trust P 648.56 1.15% |
| Amazon.com Inc 4.95% | US Dollar 0.78% |
| Alphabet Inc 4.84% | U.S. Treasury Bill, 0%, due 10/01/2026 0.60% |
| Advanced Micro Devices Inc 4.19% | U.S. Treasury Bill, 0%, due 10/29/2026 0.60% |
| Microsoft Corp 3.84% | U.S. Treasury Bill, 0%, due 01/21/2027 0.59% |
| Meta Platforms Inc 3.70% | U.S. Treasury Bill, 0%, due 02/18/2027 0.59% |
| JPMORGAN CHASE & CO. 3.24% | U.S. Treasury Bill, 0%, due 03/18/2027 0.59% |
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 Sep 18, 2026 and Sep 21, 2026.
Performance, window by window
| Window | Total return | Cash paid | Against the benchmark | |||
|---|---|---|---|---|---|---|
| BIGY | XIMR | BIGY | XIMR | BIGY | XIMR | |
| 3 months | +2.6% | +1.5% | 3.0% | 1.8% | +0.3 pts | −0.8 pts |
| 6 months | +15.0% | +5.0% | 6.9% | 3.1% | −3.0 pts | −13.1 pts |
| 1 year | +13.0% | +7.5% | 12.5% | 6.7% | −3.6 pts | −9.1 pts |
| Since launch | +28.9% | +19.2% | 21.8% | 16.2% | −2.4 pts | −32.9 pts |
| BIGY YieldMax(R) Target 12(TM) Big 50 Option Income ETF Synthetic covered call on SPY, paying monthly | XIMR FT Vest U.S. Equity Buffer & Premium Income ETF - March Buffer with income on SPY, paying monthly | |
|---|---|---|
| Issuer | YieldMax | First Trust |
| Strategy | synthetic covered call | buffer with income |
| Benchmark | S&P 500 (SPY), used as a default proxy | S&P 500 (SPY) |
| Pays | monthly | monthly |
| Payout rate, annualized | 12.1% | 7.3% |
| Expense ratio | 1.09% | 0.85% |
| Cash paid, 1 year | 12.5% | 6.7% |
| Price change, 1 year | −0.3% | +0.5% |
| Total return, 1 year | +13.0% | +7.5% |
| Benchmark return, 1 year | +16.6% | +16.6% |
| Ahead or behind | −3.6 pts | −9.1 pts |
| Return of capital, latest estimate | 0% | not published |
| Age | 666 days | 913 days |
| Net assets | $33m | $27m |
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).
XIMR in plain words
Over the year to Sep 18, 2026, XIMR paid 6.7% of its starting value in cash distributions while its price rose 0.5%. With every distribution reinvested, the fund returned +7.5%. S&P 500 (SPY) returned +16.6% over the same days, so a holder was behind by 9.1 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 7.3%, paid monthly.
Questions people ask
- Which paid more, BIGY or XIMR?
- Over the year to Sep 18, 2026, BIGY paid 12.5% of its starting price in cash and XIMR paid 6.7%, so BIGY paid more. Cash paid is not the same as money made: the price change matters too.
- Which returned more once distributions are counted, BIGY or XIMR?
- With every distribution reinvested, BIGY returned +13.0% and XIMR returned +7.5% over the year to Sep 18, 2026, so BIGY returned more.
- Which is cheaper, BIGY or XIMR?
- BIGY charges 1.09% a year and XIMR charges 0.85%, so XIMR 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.
Cite this page. ETFIQ, BIGY against XIMR, data as of Sep 18, 2026. https://etfiq.com/compare/income/bigy-vs-ximr Free to use with attribution; the underlying files are at Open data.