SDTY

YieldMax$40.92+0.45 (+1.12%)
AUM $40.6MER 1.08%NAV $40.61Holdings 6

Price Chart

Key Statistics

Previous Close

$40.47

Day Range

$40.74$40.95

52-Week Range

$39.12$46.50

Avg Volume

15.1K

Dividend Yield

27.21%

Expense Ratio

1.08%

AUM

$40.6M

Shares Outstanding

326.9K

ETF Grades

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Sector Breakdown

SectorWeight %
Technology39.05%
Financial Services11.07%
Communication Services10.64%
Consumer Cyclical9.89%
Healthcare8.30%
Industrials7.82%
Consumer Defensive4.50%
Energy3.13%
Utilities2.11%
Real Estate1.81%
Basic Materials1.67%
Cash & Others0.01%

Country Allocation

CountryWeight %
Other98.26%
United States1.74%

Fund Information

Issuer
YieldMax
Category
Technology
Inception Date
Feb 5, 2025
Exchange
NASDAQ
Description
The YieldMax S&P 500 0DTE Covered Call Strategy ETF (SDTY) is an actively managed exchange-traded fund that seeks to generate current income while also providing exposure to the price return of the S&P 500 Index. The fund seeks to generate income primarily by selling out-of-the-money, zero days to expiration (“0DTE”) call options on the S&P 500 Index (or related ETFs). The strategy is designed to capture option premiums on a frequent basis, with the goal of distributing income weekly.

Similar ETFs

SymbolNameAUM
VTIVanguard Morningstar Total Stock Market ETF$2.30T
VOOVanguard S&P 500 ETF$1.70T
IVViShares Core S&P 500 ETF$839.60B
SPYState Street SPDR S&P 500 ETF$803.52B
QQQInvesco QQQ Trust, Series 1$481.71B

The YieldMax S&P 500 0DTE Covered Call Strategy ETF (SDTY) is an exchange-traded fund issued by YieldMax that launched on Feb 5, 2025. It currently manages $40.6M in assets under management. The fund charges an expense ratio of 1.08%. The fund holds 6 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1SPX 12/18/2026 1200.26 C85.21%54$34.5M
2First American Government Obligations Fund 12/01/203111.40%4,613,527$4.6M
3United States Treasury Bill 10/15/20261.65%670,000$668K
4Cash & Other1.61%650,197$650K
5United States Treasury Bill 02/18/20270.07%28,000$28K
6United States Treasury Bill 07/08/20270.06%27,000$26K

Detailed Returns

PeriodReturnETF
1D
+1.12%
1W
-0.90%
1M
-2.63%
3M
-3.50%
6M
-1.02%
YTD
-8.10%
1Y
-9.95%
3Y
-18.80%
5Y
-18.80%

Moving Averages

20-Day MA

$41.24

Below 20-Day MA
50-Day MA

$41.38

Below 50-Day MA
200-Day MA

$42.46

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$46.50

Current Price

$40.92

52-Week Low

$39.12

$39.12$46.50

Current Yield

27.21%

Annual Dividend

$0.8365

Frequency

Weeklyx/year

Last Ex-Date

Jun 17, 2026

Dividend History

Ex-DateAmountPay Date
Jun 17, 2026$0.2080Jun 18, 2026
Jun 10, 2026$0.2054Jun 11, 2026
Jun 3, 2026$0.2133Jun 4, 2026
May 27, 2026$0.2098May 28, 2026
May 20, 2026$0.2095May 21, 2026
May 13, 2026$0.2105May 14, 2026
May 6, 2026$0.2056May 7, 2026
Apr 29, 2026$0.2066Apr 30, 2026
Apr 22, 2026$0.2717Apr 23, 2026
Apr 15, 2026$0.2750Apr 16, 2026
Apr 8, 2026$0.2617Apr 9, 2026
Apr 1, 2026$0.2538Apr 2, 2026
Mar 25, 2026$0.2602Mar 26, 2026
Mar 18, 2026$0.3153Mar 19, 2026
Mar 11, 2026$0.3075Mar 12, 2026
Mar 4, 2026$0.2368Mar 5, 2026
Feb 25, 2026$0.2363Feb 26, 2026
Feb 18, 2026$0.2327Feb 19, 2026
Feb 11, 2026$0.2650Feb 12, 2026
Feb 4, 2026$0.2218Feb 5, 2026

Dividend Payments Over Time

Category Comparison

MetricSDTYTechnology(1660 ETFs)Covered Call(103 ETFs)
Fund Info
Expense Ratio1.08%0.61%0.72%
AUM$40.6M$6.83B$1.39B
Dividend Yield27.21%2.94%16.09%
Avg Volume15.1K432.5K262.0K
Holdings619867
Performance
1-Month Return-2.36%-0.32%-1.05%
6-Month Return-1.82%+8.18%-0.69%
YTD Return-8.00%+13.83%-2.24%
1-Year Return-8.42%+27.29%-3.61%

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