SMCY YieldMax(R) SMCI Option Income Strategy ETF
Synthetic covered call on SMCI, paying weekly
Over the year to Sep 18, 2026, SMCY paid 46.8% in cash and still finished 3.9 points behind SMCI.
Key facts
ETFIQ Return Stability Score
35.149th of 64
SMCY paid 46.8% in cash. Its price fell 66.5%, 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?
52.3% of the 64 sit at or below SMCY on this measure.
18% of the 64 sit at or below SMCY on this measure.
Weighted evenly, those two positions are what the score combines, across the 64 income ETFs writing on a single company. 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 | −3.9 pts | 52.3 | 50% |
| what happened to the principal | −66.5% | 18 | 50% |
What a holder got
Over the year to Sep 18, 2026, SMCY returned −18.9% with distributions reinvested and Super Micro (SMCI) returned −14.9%, so a holder came out behind it by 3.9 points. The lighter segment is the 46.8% that arrived as cash rather than as price.
Period by period
| Window | Cash paid | Price | Total return | SMCI | Ahead or behind |
|---|---|---|---|---|---|
| 3 months | 19.9% | +1.3% | +24.8% | +27.5% | −2.7 pts |
| 6 months | 47.8% | +5.6% | +61.7% | +90.4% | −28.7 pts |
| 1 year | 46.8% | −66.5% | −18.9% | −14.9% | −3.9 pts |
| Since launch | 63.9% | −89.5% | −32.4% | −11.6% | −20.8 pts |
In plain words
Since it launched on Sep 12, 2024, SMCY has returned −32.4% with distributions reinvested, against −11.6% for Super Micro (SMCI), and has paid out 63.9% of its starting value in cash along the way. It pays weekly, and at its current price the latest distribution annualizes to 65.6%. YieldMax estimates that 97% of the distribution paid Sep 18, 2026 was a return of capital. That is the issuer’s own Rule 19a-1 estimate and a tax characterization, made before the fund year closes: it says the payment included money the fund gave back rather than earned, not that the fund is eroding.
| Strategy | synthetic covered call |
|---|---|
| Benchmark | Super Micro (SMCI) |
| Pays | weekly |
| Net assets (issuer page, as of Sep 18, 2026) | $143m |
| Latest payout, annualized (ETFIQ) | 65.6% |
| Expense ratio (485BPOS XBRL, Feb 24, 2026) | 1.01% |
| Cash paid, last 12 months, over today’s price (ETFIQ) | 139.7% |
| Launched | Sep 12, 2024 |
| Return of capital, latest distribution (YieldMax 19a-1 estimate) | 96.9% |
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 SMCY paid over the last year?
- Over the year to Sep 18, 2026, SMCY paid 46.8% of its starting price in cash distributions, while the price fell 66.5%.
- Is SMCY ahead of SMCI?
- Over the year to Sep 18, 2026, with every distribution reinvested, SMCY returned −18.9% against −14.9% for Super Micro (SMCI), so a holder was behind it by 3.9 points.
- How often does SMCY pay, and how much?
- SMCY pays weekly. The latest distribution annualizes to 65.6% at its price on Sep 18, 2026, which is not a promise; the next one can differ.
- Is the SMCY distribution return of capital?
- YieldMax estimates 97% of the distribution paid Sep 18, 2026 was return of capital. That is a tax characterization from the fund's own 19a-1 notice, not a measure of erosion.
- What does SMCY cost?
- The prospectus expense ratio is 1.01% 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.
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Cite this page. ETFIQ, SMCY, income ETFs, data as of Sep 18, 2026. https://etfiq.com/funds/smcy Free to use with attribution; the underlying files are at Open data.