Yieldmax Nvda Etf Performance Review

The Yieldmax NVDA ETF has been on a rollercoaster ride, with its performance fluctuating wildly over the past year. Its 1-year trailing return is a staggering -64.6%.

The ETF's value has been heavily influenced by the performance of its underlying holding, NVIDIA Corporation. In the first quarter of 2022, NVIDIA's stock price plummeted by 61.4% due to a decline in demand for its graphics cards and AI chips.

Despite the volatility, the Yieldmax NVDA ETF has managed to maintain a relatively stable dividend yield, averaging around 2.5% over the past year. This is likely due to the ETF's focus on dividend-paying stocks, such as NVIDIA's 0.88% dividend yield.

A fresh viewpoint: Best Yieldmax Etfs

The YieldMax ETF is an actively managed Nontraditional Equity Derivative Income exchange-traded fund (ETF) that seeks current income and exposure to the share price of Nvidia Corporation's common stock.

The ETF is non-diversified and will employ its investment strategy regardless of market conditions. It has a unique approach that sets it apart from other investment options.

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The ETF has a high yield of 76.9%, which is significantly higher than other investment options. This is likely due to its focus on derivative income.

Here's a breakdown of the ETF's key statistics:

The ETF has a relatively low turnover rate of 23.0%, which suggests that the fund managers are not making frequent trades. This can be beneficial for long-term investors who want to minimize their tax liability.

The ETF has a high expense ratio of 1.27%, which is significantly higher than the category average of 0.81%. This means that investors will pay more in fees compared to other investment options.

The ETF's portfolio composition is heavily weighted towards domestic bonds, making up 60.5% of the portfolio. The remaining 39.5% is allocated to cash and other assets.

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YieldMax NVDA Option Income Strategy ETF has a portfolio turnover rate of 23%, which is significantly lower than the average of 55% for the Derivative Income category.

This lower turnover rate indicates that the fund holds its assets for a relatively long time, which can help reduce expenses and potentially lead to higher after-tax returns.

The fund returned 4.9% in September 2025, earning it a grade of B, which is based on relative rankings within the investment category.

A grade of B means that the return is in the higher 20% for that time period compared to all ETFs in the Derivative Income category.

The average return for the Derivative Income category in September 2025 was 3.2%, so YieldMax NVDA Option Income Strategy ETF outperformed the category average by a significant margin.

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The YieldMax NVDA Option Income Strategy ETF, also known as NVDY, is an actively managed Nontraditional Equity Derivative Income exchange-traded fund (ETF).

NVDY uses synthetic positions and covered call strategies on Nvidia stock, generating substantial income but not replicating NVDA's capital appreciation. This strategy benefits investors if NVDA remains flat or rises moderately, but caps gains if NVDA surges significantly.

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NVDY offers a remarkable 79.11% distribution yield, attracting income-focused investors seeking high monthly payouts. It's on track to pay for the entire investment within the next 16 months.

NVDY's distributions generated over 20% of the initial investment in the first 4 months, making it a great option for income-focused investors. Despite a 30% price drop, NVDY's massive trailing yield delivered a strong total return.

The YieldMax NVDA Option Income Strategy ETF is ideal for investors seeking exposure to AI with reduced risk. Nvidia's strong earnings and $60B buyback program reinforce confidence in its AI leadership and management's belief in undervaluation.

NVDY stock was trading at $16.90, a few points below the year-to-date high of $17.2.

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