Funds / SMCY

SMCY YieldMax SMCI Option Income Strategy ETF

YieldMax ETFs · pays weekly · 1.01% expense ratio

Latest payout

$0.0735

paid Sep 25, 2026

Return of capital

0%

Sep 25 payout · estimated (19a-1)

Next ex-date

Oct 1, 2026

pays ~Oct 2 · projected dates

Distribution rate

69.13%

issuer’s annualized rate, Sep 23, 2026

Payouts per share

$0 $0.10 $0.20Apr 17, 2026: $0.0926 · 95% return of capital (estimated, 19a-1) A2026Apr 24, 2026: $0.0774 · 95% return of capital (estimated, 19a-1) May 1, 2026: $0.1302 · 97% return of capital (estimated, 19a-1) MMay 8, 2026: $0.0904 · 34% return of capital (estimated, 19a-1) May 15, 2026: $0.1319 · 97% return of capital (estimated, 19a-1) May 22, 2026: $0.1045 · 0% return of capital (estimated, 19a-1) May 29, 2026: $0.1388 · 98% return of capital (estimated, 19a-1) Jun 5, 2026: $0.1722 · 98% return of capital (estimated, 19a-1) JJun 12, 2026: $0.1049 · 97% return of capital (estimated, 19a-1) Jun 22, 2026: $0.0671 · 0% return of capital (estimated, 19a-1) Jun 26, 2026: $0.0707 · 95% return of capital (estimated, 19a-1) Jul 6, 2026: $0.0771 · 96% return of capital (estimated, 19a-1) JJul 10, 2026: $0.0689 · 0% return of capital (estimated, 19a-1) Jul 17, 2026: $0.0761 · 97% return of capital (estimated, 19a-1) Jul 24, 2026: $0.0649 · 0% return of capital (estimated, 19a-1) Jul 31, 2026: $0.0714 · 97% return of capital (estimated, 19a-1) Aug 7, 2026: $0.0823 · 0% return of capital (estimated, 19a-1) AAug 14, 2026: $0.0694 · 97% return of capital (estimated, 19a-1) Aug 21, 2026: $0.1047 · 98% return of capital (estimated, 19a-1) Aug 28, 2026: $0.0879 · 0% return of capital (estimated, 19a-1) Sep 4, 2026: $0.0950 · 18% return of capital (estimated, 19a-1) SSep 11, 2026: $0.1050 · 98% return of capital (estimated, 19a-1) Sep 18, 2026: $0.0669 · 97% return of capital (estimated, 19a-1) Sep 25, 2026: $0.0735 · 0% return of capital (estimated, 19a-1) $0 $0.06 $0.12Jul 10, 2026: $0.0689 · 0% return of capital (estimated, 19a-1) J2026Jul 17, 2026: $0.0761 · 97% return of capital (estimated, 19a-1) Jul 24, 2026: $0.0649 · 0% return of capital (estimated, 19a-1) Jul 31, 2026: $0.0714 · 97% return of capital (estimated, 19a-1) Aug 7, 2026: $0.0823 · 0% return of capital (estimated, 19a-1) AAug 14, 2026: $0.0694 · 97% return of capital (estimated, 19a-1) Aug 21, 2026: $0.1047 · 98% return of capital (estimated, 19a-1) Aug 28, 2026: $0.0879 · 0% return of capital (estimated, 19a-1) Sep 4, 2026: $0.0950 · 18% return of capital (estimated, 19a-1) SSep 11, 2026: $0.1050 · 98% return of capital (estimated, 19a-1) Sep 18, 2026: $0.0669 · 97% return of capital (estimated, 19a-1) Sep 25, 2026: $0.0735 · 0% return of capital (estimated, 19a-1)
  • Income (the berries)
  • Return of capital (a cutting from the bush)
  • Return of capital, estimated

What the past year did to your cost basis

Holding 100 shares of SMCY through the last 50 payouts, you’d have collected $656.42. About $386.98 of it (59%) was return of capital: not taxed when paid, but it came off your cost basis, which raises the gain when you sell.

Uses the issuer’s final Form 8937 figures where filed and 19a-1 estimates otherwise. Gooseberry does this per lot, with your real purchase dates.

Upcoming dates

Ex-datePay datePer shareStatus
Oct 1, 2026Oct 2, 2026—Projected
Oct 8, 2026Oct 9, 2026—Projected
Oct 15, 2026Oct 16, 2026—Projected
Oct 22, 2026Oct 23, 2026—Projected
Oct 29, 2026Oct 30, 2026—Projected
Nov 5, 2026Nov 6, 2026—Projected
Nov 12, 2026Nov 13, 2026—Projected
Nov 19, 2026Nov 20, 2026—Projected
Nov 26, 2026Nov 27, 2026—Projected
Dec 3, 2026Dec 4, 2026—Projected
Dec 10, 2026Dec 11, 2026—Projected
Dec 17, 2026Dec 18, 2026—Projected

To be paid, you need to own shares before the ex-date. “Projected” dates are estimated from the fund’s usual schedule until the issuer announces them.

Payout history

PaidEx-datePer shareReturn of capitalSource
Sep 25, 2026 Sep 24, 2026 $0.0735 0% estimated (19a-1) 19a-1
Sep 18, 2026 Sep 17, 2026 $0.0669 97% estimated (19a-1) 19a-1
Sep 11, 2026 Sep 10, 2026 $0.1050 98% estimated (19a-1) 19a-1
Sep 4, 2026 Sep 3, 2026 $0.0950 18% estimated (19a-1) 19a-1
Aug 28, 2026 Aug 27, 2026 $0.0879 0% estimated (19a-1) 19a-1
Aug 21, 2026 Aug 20, 2026 $0.1047 98% estimated (19a-1) 19a-1
Aug 14, 2026 Aug 13, 2026 $0.0694 97% estimated (19a-1) 19a-1
Aug 7, 2026 Aug 6, 2026 $0.0823 0% estimated (19a-1) 19a-1
Jul 31, 2026 Jul 30, 2026 $0.0714 97% estimated (19a-1) 19a-1
Jul 24, 2026 Jul 23, 2026 $0.0649 0% estimated (19a-1) 19a-1
Jul 17, 2026 Jul 16, 2026 $0.0761 97% estimated (19a-1) 19a-1
Jul 10, 2026 Jul 9, 2026 $0.0689 0% estimated (19a-1) 19a-1
Jul 6, 2026 Jul 2, 2026 $0.0771 96% estimated (19a-1) 19a-1
Jun 26, 2026 Jun 25, 2026 $0.0707 95% estimated (19a-1) 19a-1
Jun 22, 2026 Jun 18, 2026 $0.0671 0% estimated (19a-1) 19a-1
Jun 12, 2026 Jun 11, 2026 $0.1049 97% estimated (19a-1) 19a-1
Jun 5, 2026 Jun 4, 2026 $0.1722 98% estimated (19a-1) 19a-1
May 29, 2026 May 28, 2026 $0.1388 98% estimated (19a-1) 19a-1
May 22, 2026 May 21, 2026 $0.1045 0% estimated (19a-1) 19a-1
May 15, 2026 May 14, 2026 $0.1319 97% estimated (19a-1) 19a-1
May 8, 2026 May 7, 2026 $0.0904 34% estimated (19a-1) 19a-1
May 1, 2026 Apr 30, 2026 $0.1302 97% estimated (19a-1) 19a-1
Apr 24, 2026 Apr 23, 2026 $0.0774 95% estimated (19a-1) 19a-1
Apr 17, 2026 Apr 16, 2026 $0.0926 95% estimated (19a-1) 19a-1
Show 39 earlier payouts
Apr 10, 2026 Apr 9, 2026 $0.0838 94% estimated (19a-1) 19a-1
Apr 6, 2026 Apr 2, 2026 $0.0859 95% estimated (19a-1) 19a-1
Mar 27, 2026 Mar 26, 2026 $0.0780 0% estimated (19a-1) 19a-1
Mar 20, 2026 Mar 19, 2026 $0.1093 0% estimated (19a-1) 19a-1
Mar 13, 2026 Mar 12, 2026 $0.1154 0% estimated (19a-1) 19a-1
Mar 6, 2026 Mar 5, 2026 $0.1456 98% estimated (19a-1) 19a-1
Feb 27, 2026 Feb 26, 2026 $0.1272 63% estimated (19a-1) 19a-1
Feb 20, 2026 Feb 19, 2026 $0.1221 0% estimated (19a-1) 19a-1
Feb 13, 2026 Feb 12, 2026 $0.1322 97% estimated (19a-1) 19a-1
Feb 6, 2026 Feb 5, 2026 $0.0910 0% estimated (19a-1) 19a-1
Jan 30, 2026 Jan 29, 2026 $0.0958 95% estimated (19a-1) 19a-1
Jan 23, 2026 Jan 22, 2026 $0.1184 96% estimated (19a-1) 19a-1
Jan 16, 2026 Jan 15, 2026 $0.0860 41% estimated (19a-1) 19a-1
Jan 9, 2026 Jan 8, 2026 $0.0728 90% estimated (19a-1) 19a-1
Jan 5, 2026 Jan 2, 2026 $0.0947 19% estimated (19a-1) 19a-1
Dec 29, 2025 Dec 26, 2025 $0.0978 15% estimated (19a-1) 19a-1
Dec 19, 2025 Dec 18, 2025 $0.1136 0% estimated (19a-1) 19a-1
Dec 12, 2025 Dec 11, 2025 $0.1408 97% estimated (19a-1) 19a-1
Dec 5, 2025 Dec 4, 2025 $0.2135 41% estimated (19a-1) 19a-1
Dec 1, 2025 Nov 28, 2025 $0.1619 0% estimated (19a-1) 19a-1
Nov 21, 2025 Nov 20, 2025 $0.1946 96% estimated (19a-1) 19a-1
Nov 14, 2025 Nov 13, 2025 $0.2170 0% estimated (19a-1) 19a-1
Nov 7, 2025 Nov 6, 2025 $0.3329 99% estimated (19a-1) 19a-1
Oct 31, 2025 Oct 30, 2025 $0.2586 0% estimated (19a-1) 19a-1
Oct 24, 2025 Oct 23, 2025 $0.2425 0% estimated (19a-1) 19a-1
Oct 17, 2025 Oct 16, 2025 $0.8090 97% estimated (19a-1) 19a-1
Sep 26, 2025 Sep 25, 2025 $0.9147 96% estimated (19a-1) 19a-1
Aug 29, 2025 Aug 28, 2025 $1.3081 0% estimated (19a-1) 19a-1
Aug 1, 2025 Jul 31, 2025 $1.8515 78% estimated (19a-1) 19a-1
Jul 7, 2025 Jul 3, 2025 $1.6102 97% estimated (19a-1) 19a-1
Jun 6, 2025 Jun 5, 2025 $1.5795 97% estimated (19a-1) 19a-1
May 9, 2025 May 8, 2025 $1.4128 97% estimated (19a-1) 19a-1
Apr 11, 2025 Apr 10, 2025 $1.5012 Not published
Mar 14, 2025 Mar 13, 2025 $1.9742 Not published
Feb 14, 2025 Feb 13, 2025 $2.0901 Not published
Jan 17, 2025 Jan 16, 2025 $1.7215 Not published
Dec 20, 2024 Dec 19, 2024 $2.3546 Not published
Nov 22, 2024 Nov 21, 2024 $2.2027 Not published
Oct 25, 2024 Oct 24, 2024 $5.3541 Not published

Fund facts

Issuer
YieldMax ETFs
Exchange
NYSE Arca
Pays
Weekly
Inception
Sep 11, 2024
Expense ratio
1.01%
Net assets
$142M
Price
$5.31 · Sep 29, 2026
NAV total return, 1 yr
-16.36% · as of Aug 31, 2026
CUSIP
88636R867

Issuer documents

Latest 19a-1 notices

Data from YieldMax ETFs’s public disclosures, updated Sep 30, 2026, 12:43 PM ET. Not investment or tax advice.