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Data as of .

SPIN vs ULTY: which paid, and which earned it?

Over the year ULTY paid 44.9% of its price in cash against SPIN’s 5.2%, though SPIN returned more with it reinvested.

State Street(R) US Equity Premium Income ETF and YieldMax(R) Ultra Option Income Strategy ETF.

5.2%SPIN cash paid, 1 year
44.9%ULTY cash paid, 1 year
+11.3%SPIN total return, 1 year
−7.8%ULTY total return, 1 year

ETFIQ Return Stability Score: SPIN scores higher

Was the payout funded by returns, or by your own capital?

SPIN 61.9ULTY 3.83.8, the lowest in this set96.8, the highest

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

SPIN5.2 pts behind SPY · 1 year to Sep 18, 2026
SPY+16.6%SPIN+11.3%5.2% as cash5.2 pts behind SPYTotal return, distributions reinvestedSPY+16.6%SPIN+11.3%5.2 pts behind SPY
ULTY24.3 pts behind SPY · 1 year to Sep 18, 2026
SPY+16.6%ULTY−7.8%24.3 pts behind SPYTotal return, distributions reinvestedSPY+16.6%ULTY−7.8%24.3 pts behind SPY

What they hold in common

By the books each fund has filed, SPIN and ULTY hold 11% of their money in the same securities at the same weight.

Positions SPIN and ULTY both hold, largest shared weight first
HoldingSPINULTY
ALPHABET INC CL A5.65%4.39%
ADVANCED MICRO DEVICES2.61%5.23%
NVIDIA CORP9.87%2.36%
ROBINHOOD MARKETS INC A0.83%4.07%
PALANTIR TECHNOLOGIES INC A0.69%4.27%
LAM RESEARCH CORP0.54%4.34%
Only in each
Only in SPINOnly in ULTY
MICROSOFT CORP 7.06%MercadoLibre Inc 4.99%
APPLE INC 6.03%Lumentum Holdings Inc 4.75%
AMAZON.COM INC 4.87%Strategy Inc 4.66%
BROADCOM INC 3.23%Comfort Systems USA Inc 4.61%
META PLATFORMS INC CLASS A 3.14%Coherent Corp 4.30%
MICRON TECHNOLOGY INC 2.91%Analog Devices Inc 4.11%
JPMORGAN CHASE + CO 2.09%Space Exploration Technologies Corp 4.11%
EXXONMOBIL HOLDINGS CORP 2.07%Alibaba Group Holding Ltd 4.07%

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

SPIN and ULTY over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
SPINULTYSPINULTYSPINULTY
3 months+3.7%−1.1%0.8%13.7%+1.4 pts−3.3 pts
6 months+12.3%+14.0%3.2%30.1%−5.8 pts−4.0 pts
1 year+11.3%−7.8%5.2%44.9%−5.2 pts−24.3 pts
Since launch+28.5%+10.7%15.2%86.9%−13.7 pts−44.1 pts
Open the live comparison on ETFIQ
SPIN and ULTY on the same fields, as of Sep 18, 2026. Source: ETFIQ.
SPIN
State Street(R) US Equity Premium Income ETF
Covered call on SPY, paying monthly
ULTY
YieldMax(R) Ultra Option Income Strategy ETF
Synthetic covered call on SPY, paying weekly
IssuerState StreetYieldMax
Strategycovered callsynthetic covered call
BenchmarkS&P 500 (SPY)S&P 500 (SPY), used as a default proxy
Paysmonthlyweekly
Payout rate, annualized2.7%59.8%
Expense ratio0.25%1.30%
Cash paid, 1 year5.2%44.9%
Price change, 1 year+5.8%−54.1%
Total return, 1 year+11.3%−7.8%
Benchmark return, 1 year+16.6%+16.6%
Ahead or behind−5.2 pts−24.3 pts
Return of capital, latest estimatenot published100%
Age743 days932 days
Net assets$48m$721m

SPIN in plain words

Over the year to Sep 18, 2026, SPIN paid 5.2% of its starting value in cash distributions while its price rose 5.8%. With every distribution reinvested, the fund returned +11.3%. S&P 500 (SPY) returned +16.6% over the same days, so a holder was behind by 5.2 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 2.7%, paid monthly.

ULTY in plain words

Over the year to Sep 18, 2026, ULTY paid 44.9% of its starting value in cash distributions while its price fell 54.1%. With every distribution reinvested, the fund returned −7.8%. S&P 500 (SPY), used as a default proxy returned +16.6% over the same days, so a holder was behind by 24.3 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 59.8%, paid weekly. YieldMax estimates that 100% of the distribution paid Sep 17, 2026 was a return of capital (19a-1 notice, estimated, a tax characterization rather than a measure of erosion).

Questions people ask

Which paid more, SPIN or ULTY?
Over the year to Sep 18, 2026, SPIN paid 5.2% of its starting price in cash and ULTY paid 44.9%, so ULTY paid more. Cash paid is not the same as money made: the price change matters too.
Which returned more once distributions are counted, SPIN or ULTY?
With every distribution reinvested, SPIN returned +11.3% and ULTY returned −7.8% over the year to Sep 18, 2026, so SPIN returned more.
Which is cheaper, SPIN or ULTY?
SPIN charges 0.25% a year and ULTY charges 1.30%, so SPIN 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.

SPIN against ULTY, 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, SPIN against ULTY, data as of Sep 18, 2026. https://etfiq.com/compare/income/spin-vs-ulty Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources