u/rfish4

Here's a list of the healthy YieldMax funds this week, sorted by True income yield. True income yield is the headline yield after stripping out ROC. If a fund has high ROC, but a stable NAV and consistent distributions it earns the "Tax-Efficient ROC" badge and true income yield = headline yield.

Top 3:

AMDY - 64.77%

TSMY - 40.11%

GPTY - 34.83%

Here's a list of the healthy NEOS funds this week sorted by take-home cash return. Take-home cash return is defined as the 1Y price appreciation + after-tax distributions. Taxes are set to 25% in this data.

Top 5:

IWMI -- 28.70%

QQQI -- 27.56%

SPYI -- 21.49%

QQQH -- 19.07%

SPYH -- 18.83%

Average true income yield for the top 10 = 8%

The full list is in the attached image.

Here's a list of the top YieldMax funds sorted on take-home cash return (1Y price appreciation + after-tax distributions). Taxes are set to 25% in this example.

1. AMDY

2. SOXY

3. CHPY

4. GOOY

5. TSMY

Below is a list of the current YieldMax funds with ROC <20% (Healthy), sorted on True Income Yield:

1. TSMY - 41.81% True Income Yield
2. CHPY - 32.51% True Income Yield
3. GOOY - 28.24% True Income Yield
4. SOXY - 8.27% True Income Yield

Here's a list of Healthy funds (low ROC) with a True Yield >10% trading below their 90-day average:

• GLDW: 14.82% True Yield (-12.83% discount)
• SLJY: 14.51% True Yield (-11.82% discount)
• KSLV: 13.41% True Yield (-11.15% discount)
• IAUI: 10.92% True Yield (-7.17% discount)

These 4 have real sustainable income with some meaningful discounts right now.

Here are the Healthiest high-yield ETFs this week!

Low ROC and positive 1Y returns, sorted by True Income Yield. Top 5:

$CHPY — 32.50%

$GOOP — 11.95%

$IAUI — 10.98%

$QDVO — 10.18%

$GPIQ — 9.69%

These are actually generating real sustainable income with almost no NAV erosion.

Which of these are you holding or considering?