Weekly payers sorted by what you actually keep after taxes.
Healthy funds only. 25% tax rate applied:
$AMDY โ 4.96% monthly spendable cash yield
$TSMY โ 4.02%
$GOOY โ 2.97%
Monthly spendable = what the fund paid last month after taxes divided by current price.
Full list๐
Most income ETF investors don't realize how much of their "yield" is actually their own money coming back to them.
A fund advertising 50% yield might only be generating 10% in real earned income. The rest is return of capital โ your own principal being returned as a distribution while the share price quietly declines.
I've been using @YieldCanary to check every fund I cover. It shows the True Income Yield after stripping out return of capital, real after-tax returns, and an overall health rating on 300+ income ETFs.
Some of the most popular funds look very different once you see the real numbers.
Check what your funds are actually paying you โ https://t.co/ErXUstXniK
The holy grail in income investing: high yield with zero NAV erosion.
Here's what made the cut this week:
$CHPY
30.15% true yield | +52% return | 0% ROC
$GOOW
28.73% true yield | +13% return | 0% ROC
$KQQQ
13.52% true yield | +29% return | 0% ROC
https://t.co/Ib8x87MmgN
Below is a list of the current @YieldMaxETFs with ROC <20% (Healthy), sorted on True Income Yield:
$TSMY - 41.81% True Income Yield
$CHPY - 32.51% True Income Yield
$GOOY - 28.24% True Income Yield
$SOXY - 8.27% True Income Yield
We recently added the @NestYieldEtfs to https://t.co/Ib8x87MmgN and $EGGY quickly jumped up to the top of the list for Best Monthly Payers this week!
True Income Yield = 23%
ROC = 19%
Here are the Healthiest high-yield ETFs this week!
Low ROC and positive 1Y returns, sorted by True Income Yield:
$CHPY โ 32.50%
$GOOP โ 11.95%
$IAUI โ 10.98%
$QDVO โ 10.18%
$GPIQ โ 9.69%
These are actually generating real sustainable income with almost no NAV erosion.
Here are the "Healthy" @NEOSInvestments funds sorted by True Income Yield (real sustainable yield after stripping out destructive ROC):
$IWMI โ 13.36%
$XBCI โ 9.85%
$IAUI โ 9.79%
$QQQH โ 8.00%
$SPYH โ 7.63%
$XQQI โ 5.25%
$CSHI โ 4.90%
$XSPI โ 4.34%
These are the ones currently showing the highest amount of actual earned income rather than return of capital.
Top Healthy ETFs sorted by Headline Yield:
$NVDY โ 71.93% headline yield โ 59.82% True Income
$MAXI โ 64.52% headline โ 58.58% True Income
$AMDW โ 48.47% headline โ 46.96% True Income
Check the Canary Status & Death Clock at https://t.co/c45IRDYNx2 ๐ฆ
Here's a list of the top 5 biggest ETF improvements of the week.
$NVDY had its True Income Yield jump 59.82%, while lowering its ROC% by 83.17%.
$CSHI lowered its ROC% by 98.68% and increased its Death Clock by 37.38 years.
The other 3 on the list are also having a great week!