BAGY Amplify Bitcoin Max Income Covered Call ETF
Covered call on IBIT, paying monthly
Over the year to Sep 18, 2026, BAGY paid 20.3% in cash and still finished 9.2 points behind IBIT.
Key facts
ETFIQ Return Stability Score
18.3162nd of 173
BAGY paid 20.3% in cash. Its price fell 57.9%, so 100% of what you were paid came back out of your own capital.
Was the payout funded by returns, or by your own capital?
32.7% of the 173 sit at or below BAGY on this measure.
3.8% of the 173 sit at or below BAGY on this measure.
Weighted evenly, those two positions are what the score combines, across the 173 income ETFs writing on an index or proxy. Neither spread above is the score: a fund can sit further right on one and score lower. A position in this set, not a rating: it moves when the set moves, and it is not a figure to average against another desk's.
| What it measures | This fund | Its percentile | Weight |
|---|---|---|---|
| against its benchmark | −9.2 pts | 32.7 | 50% |
| what happened to the principal | −57.9% | 3.8 | 50% |
8th of 9 income ETFs writing on IBIT, by return against it
What a holder got
Over the year to Sep 18, 2026, BAGY returned −40.2% with distributions reinvested and Bitcoin (IBIT) returned −31.1%, so a holder came out behind it by 9.2 points. The lighter segment is the 20.3% that arrived as cash rather than as price.
Its ten largest equity positions
| Holding | Weight | |
|---|---|---|
| Invesco Government & Agency Portfolio 12 | 45.60% | |
| Cash & Other | 23.34% | |
| United States Treasury Bill 11/05/2026 | 18.11% | |
| MBTX 12/18/2026 169.25 C | 17.25% | |
| United States Treasury Bill 09/29/2026 | 1.45% | |
| MBTX 09/22/2026 188.42 C | -2.58% | |
| MBTX 12/18/2026 169.25 P | -3.17% |
Period by period
| Window | Cash paid | Price | Total return | IBIT | Ahead or behind |
|---|---|---|---|---|---|
| 3 months | 7.4% | +2.9% | +11.0% | +29.2% | −18.2 pts |
| 6 months | 14.9% | −17.5% | −2.5% | +15.7% | −18.2 pts |
| 1 year | 20.3% | −57.9% | −40.2% | −31.1% | −9.2 pts |
| Since launch | 34.9% | −51.4% | −23.5% | −15.1% | −8.4 pts |
When BAGY pays
BAGY pays monthly. The last distribution was $0.6098 a share, which went ex on Aug 28, 2026, with payment about 2 days later. The next has not been declared. On its own cadence of about 30 days the ex-date falls near Sep 28, 2026; that date is an ETFIQ projection, not the issuer’s.
| Ex-date | Pay date | Amount | Basis |
|---|---|---|---|
| Sep 28, 2026 | Sep 30, 2026 | $0.6098 | ETFIQ projection |
| Oct 28, 2026 | Oct 30, 2026 | $0.6098 | ETFIQ projection |
Every distribution ETFIQ holds for BAGY (13, most recent first)
| Ex-date | Amount |
|---|---|
| Aug 28, 2026 | $0.6098 |
| Jul 30, 2026 | $0.579 |
| Jun 29, 2026 | $0.5575 |
| May 28, 2026 | $0.74 |
| Apr 29, 2026 | $0.9477 |
| Mar 30, 2026 | $0.9697 |
| Feb 26, 2026 | $0.913 |
| Jan 29, 2026 | $1.1412 |
| Dec 30, 2025 | $1.134 |
| Nov 26, 2025 | $1.1514 |
| Oct 30, 2025 | $1.4945 |
| Sep 29, 2025 | $1.53 |
| Aug 28, 2025 | $1.387 |
Every income ETF going ex-dividend in the next fortnight
In plain words
Since it launched on Apr 29, 2025, BAGY has returned −23.5% with distributions reinvested, against −15.1% for Bitcoin (IBIT), and has paid out 34.9% of its starting value in cash along the way. It pays monthly, and at its current price the latest distribution annualizes to 29.9%. No Rule 19a-1 notice has been published for this fund, so there is no issuer estimate of how much of its distributions was a return of capital.
| Strategy | covered call |
|---|---|
| Benchmark | Bitcoin (IBIT) (proxy) |
| Pays | monthly |
| Net assets (issuer page, as of Sep 18, 2026) | $11m |
| Latest payout, annualized (ETFIQ) | 29.9% |
| Expense ratio (485BPOS XBRL, Jan 28, 2026) | 0.65% |
| Cash paid, last 12 months, over today’s price (ETFIQ) | 48.2% |
| Launched | Apr 29, 2025 |
| Pays | monthly |
| Typical gap between ex-dates | 30 days |
| Typical wait from ex-date to payment | 2 days |
| Last paid, per share | $0.6098 ex Aug 28, 2026 |
| Sum of the last 12 distributions | $11.7677 |
Every figure is an ETFIQ calculation from exchange prices and cash distributions (Tiingo end-of-day), total return with distributions reinvested. Return of capital is the issuer’s estimate. How these figures are computed
Questions people ask
- How much has BAGY paid over the last year?
- Over the year to Sep 18, 2026, BAGY paid 20.3% of its starting price in cash distributions, while the price fell 57.9%.
- Is BAGY ahead of IBIT?
- Over the year to Sep 18, 2026, with every distribution reinvested, BAGY returned −40.2% against −31.1% for Bitcoin (IBIT), so a holder was behind it by 9.2 points.
- How often does BAGY pay, and how much?
- BAGY pays monthly. The latest distribution annualizes to 29.9% at its price on Sep 18, 2026, which is not a promise; the next one can differ.
- When does BAGY next pay a distribution?
- BAGY pays monthly. The last distribution went ex on Aug 28, 2026 at $0.6098 a share. The next is not declared; on a cadence of about 30 days the ex-date falls near Sep 28, 2026, which is an ETFIQ projection. Payment usually follows the ex-date by 2 days.
- What does BAGY cost?
- The prospectus expense ratio is 0.65% a year.
The words on this page
- Total return
- What a holder actually ended up with: price change plus every distribution, reinvested. The only figure that answers whether you came out ahead.
- Cash paid
- Distributions over the window as a share of what the fund cost at the start. A measure of cash delivered, not of return: a fund can pay a great deal and still lose money.
- Ahead or behind
- The fund’s total return minus the benchmark’s over exactly the same days, in percentage points. Both sides reinvest.
- Return of capital
- The issuer’s own estimate, in a Rule 19a-1 notice, of how much of a distribution was your own money returned. An estimate and a tax characterization, not a measure of erosion.
- Covered call
- Selling call options on shares the fund holds. It collects a premium and gives up the gains above the strike, which is why these funds pay well and lag a rising market.
Every term used here, defined in full on the income ETFs vocabulary page.
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.
Compare BAGY
Also against BPI, BTCC, BTCI, CEPI, DFII, EHCC, EHY, ETCO, ETTY, LFGY, NEHI, SOLM, XBCI, XBTY, XEY, XRPM, YBIT, YBTC, YETH.
Funds near this one
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Where BAGY is written about
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Cite this page. ETFIQ, BAGY, income ETFs, data as of Sep 18, 2026. https://etfiq.com/funds/bagy Free to use with attribution; the underlying files are at Open data.