Funds / YMAX

YMAX YieldMax Universe Fund of Option Income ETF

YieldMax ETFs · pays weekly · 1.33% expense ratio

Latest payout

$0.0596

paid Sep 24, 2026

Return of capital

8%

Sep 24 payout · estimated (19a-1)

Next ex-date

Oct 7, 2026

pays ~Oct 8 · projected dates

Distribution rate

40.61%

issuer’s annualized rate, Sep 22, 2026

Payouts per share

$0 $0.05 $0.10Apr 16, 2026: $0.0921 · 43% return of capital (estimated, 19a-1) A2026Apr 23, 2026: $0.0998 · 78% return of capital (estimated, 19a-1) Apr 30, 2026: $0.0997 · 92% return of capital (estimated, 19a-1) May 7, 2026: $0.0824 · 61% return of capital (estimated, 19a-1) MMay 14, 2026: $0.0930 · 38% return of capital (estimated, 19a-1) May 21, 2026: $0.0905 · 50% return of capital (estimated, 19a-1) May 28, 2026: $0.0902 · 50% return of capital (estimated, 19a-1) Jun 4, 2026: $0.0931 · 73% return of capital (estimated, 19a-1) JJun 11, 2026: $0.0795 · 70% return of capital (estimated, 19a-1) Jun 18, 2026: $0.0766 · 45% return of capital (estimated, 19a-1) Jun 25, 2026: $0.0756 · 41% return of capital (estimated, 19a-1) Jul 2, 2026: $0.0727 · 53% return of capital (estimated, 19a-1) JJul 9, 2026: $0.0709 · 25% return of capital (estimated, 19a-1) Jul 16, 2026: $0.0726 · 27% return of capital (estimated, 19a-1) Jul 23, 2026: $0.0691 · 23% return of capital (estimated, 19a-1) Jul 30, 2026: $0.0574 · 44% return of capital (estimated, 19a-1) Aug 6, 2026: $0.0588 · 20% return of capital (estimated, 19a-1) AAug 13, 2026: $0.0608 · 46% return of capital (estimated, 19a-1) Aug 20, 2026: $0.0599 · 49% return of capital (estimated, 19a-1) Aug 27, 2026: $0.0590 · 43% return of capital (estimated, 19a-1) Sep 3, 2026: $0.0601 · 43% return of capital (estimated, 19a-1) SSep 10, 2026: $0.0598 · 68% return of capital (estimated, 19a-1) Sep 17, 2026: $0.0582 · 69% return of capital (estimated, 19a-1) Sep 24, 2026: $0.0596 · 8% return of capital (estimated, 19a-1) $0 $0.04 $0.08Jul 9, 2026: $0.0709 · 25% return of capital (estimated, 19a-1) J2026Jul 16, 2026: $0.0726 · 27% return of capital (estimated, 19a-1) Jul 23, 2026: $0.0691 · 23% return of capital (estimated, 19a-1) Jul 30, 2026: $0.0574 · 44% return of capital (estimated, 19a-1) Aug 6, 2026: $0.0588 · 20% return of capital (estimated, 19a-1) AAug 13, 2026: $0.0608 · 46% return of capital (estimated, 19a-1) Aug 20, 2026: $0.0599 · 49% return of capital (estimated, 19a-1) Aug 27, 2026: $0.0590 · 43% return of capital (estimated, 19a-1) Sep 3, 2026: $0.0601 · 43% return of capital (estimated, 19a-1) SSep 10, 2026: $0.0598 · 68% return of capital (estimated, 19a-1) Sep 17, 2026: $0.0582 · 69% return of capital (estimated, 19a-1) Sep 24, 2026: $0.0596 · 8% 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 YMAX through the last 52 payouts, you’d have collected $479.24. About $246.40 of it (51%) 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 7, 2026Oct 8, 2026—Projected
Oct 14, 2026Oct 15, 2026—Projected
Oct 21, 2026Oct 22, 2026—Projected
Oct 28, 2026Oct 29, 2026—Projected
Nov 4, 2026Nov 5, 2026—Projected
Nov 11, 2026Nov 12, 2026—Projected
Nov 18, 2026Nov 19, 2026—Projected
Nov 25, 2026Nov 26, 2026—Projected
Dec 2, 2026Dec 3, 2026—Projected
Dec 9, 2026Dec 10, 2026—Projected
Dec 16, 2026Dec 17, 2026—Projected
Dec 23, 2026Dec 24, 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 24, 2026 Sep 23, 2026 $0.0596 8% estimated (19a-1) 19a-1
Sep 17, 2026 Sep 16, 2026 $0.0582 69% estimated (19a-1) 19a-1
Sep 10, 2026 Sep 9, 2026 $0.0598 68% estimated (19a-1) 19a-1
Sep 3, 2026 Sep 2, 2026 $0.0601 43% estimated (19a-1) 19a-1
Aug 27, 2026 Aug 26, 2026 $0.0590 43% estimated (19a-1) 19a-1
Aug 20, 2026 Aug 19, 2026 $0.0599 49% estimated (19a-1) 19a-1
Aug 13, 2026 Aug 12, 2026 $0.0608 46% estimated (19a-1) 19a-1
Aug 6, 2026 Aug 5, 2026 $0.0588 20% estimated (19a-1) 19a-1
Jul 30, 2026 Jul 29, 2026 $0.0574 44% estimated (19a-1) 19a-1
Jul 23, 2026 Jul 22, 2026 $0.0691 23% estimated (19a-1) 19a-1
Jul 16, 2026 Jul 15, 2026 $0.0726 27% estimated (19a-1) 19a-1
Jul 9, 2026 Jul 8, 2026 $0.0709 25% estimated (19a-1) 19a-1
Jul 2, 2026 Jul 1, 2026 $0.0727 53% estimated (19a-1) 19a-1
Jun 25, 2026 Jun 24, 2026 $0.0756 41% estimated (19a-1) 19a-1
Jun 18, 2026 Jun 17, 2026 $0.0766 45% estimated (19a-1) 19a-1
Jun 11, 2026 Jun 10, 2026 $0.0795 70% estimated (19a-1) 19a-1
Jun 4, 2026 Jun 3, 2026 $0.0931 73% estimated (19a-1) 19a-1
May 28, 2026 May 27, 2026 $0.0902 50% estimated (19a-1) 19a-1
May 21, 2026 May 20, 2026 $0.0905 50% estimated (19a-1) 19a-1
May 14, 2026 May 13, 2026 $0.0930 38% estimated (19a-1) 19a-1
May 7, 2026 May 6, 2026 $0.0824 61% estimated (19a-1) 19a-1
Apr 30, 2026 Apr 29, 2026 $0.0997 92% estimated (19a-1) 19a-1
Apr 23, 2026 Apr 22, 2026 $0.0998 78% estimated (19a-1) 19a-1
Apr 16, 2026 Apr 15, 2026 $0.0921 43% estimated (19a-1) 19a-1
Show 89 earlier payouts
Apr 9, 2026 Apr 8, 2026 $0.0901 20% estimated (19a-1) 19a-1
Apr 2, 2026 Apr 1, 2026 $0.0875 26% estimated (19a-1) 19a-1
Mar 26, 2026 Mar 25, 2026 $0.0336 0% estimated (19a-1) 19a-1
Mar 19, 2026 Mar 18, 2026 $0.0824 50% estimated (19a-1) 19a-1
Mar 12, 2026 Mar 11, 2026 $0.0827 93% estimated (19a-1) 19a-1
Mar 5, 2026 Mar 4, 2026 $0.0805 61% estimated (19a-1) 19a-1
Feb 26, 2026 Feb 25, 2026 $0.0719 62% estimated (19a-1) 19a-1
Feb 19, 2026 Feb 18, 2026 $0.0778 59% estimated (19a-1) 19a-1
Feb 12, 2026 Feb 11, 2026 $0.0743 59% estimated (19a-1) 19a-1
Feb 5, 2026 Feb 4, 2026 $0.0821 54% estimated (19a-1) 19a-1
Jan 29, 2026 Jan 28, 2026 $0.0830 64% estimated (19a-1) 19a-1
Jan 22, 2026 Jan 21, 2026 $0.0824 61% estimated (19a-1) 19a-1
Jan 15, 2026 Jan 14, 2026 $0.0816 42% estimated (19a-1) 19a-1
Jan 8, 2026 Jan 7, 2026 $0.0880 51% estimated (19a-1) 19a-1
Jan 2, 2026 Dec 31, 2025 $0.1060 59% estimated (19a-1) 19a-1
Dec 26, 2025 Dec 24, 2025 $0.0944 51% estimated (19a-1) 19a-1
Dec 18, 2025 Dec 17, 2025 $0.1235 77% estimated (19a-1) 19a-1
Dec 11, 2025 Dec 10, 2025 $0.1142 81% estimated (19a-1) 19a-1
Dec 4, 2025 Dec 3, 2025 $0.0964 35% estimated (19a-1) 19a-1
Nov 28, 2025 Nov 26, 2025 $0.1012 51% estimated (19a-1) 19a-1
Nov 20, 2025 Nov 19, 2025 $0.1301 19% estimated (19a-1) 19a-1
Nov 13, 2025 Nov 12, 2025 $0.1506 96% estimated (19a-1) 19a-1
Nov 6, 2025 Nov 5, 2025 $0.1743 64% estimated (19a-1) 19a-1
Oct 30, 2025 Oct 29, 2025 $0.1939 61% estimated (19a-1) 19a-1
Oct 23, 2025 Oct 22, 2025 $0.1573 24% estimated (19a-1) 19a-1
Oct 16, 2025 Oct 15, 2025 $0.1743 61% estimated (19a-1) 19a-1
Oct 10, 2025 Oct 9, 2025 $0.1470 37% estimated (19a-1) 19a-1
Oct 3, 2025 Oct 2, 2025 $0.1399 14% estimated (19a-1) 19a-1
Sep 26, 2025 Sep 25, 2025 $0.0821 49% estimated (19a-1) 19a-1
Sep 19, 2025 Sep 18, 2025 $0.1289 63% estimated (19a-1) 19a-1
Sep 12, 2025 Sep 11, 2025 $0.1321 69% estimated (19a-1) 19a-1
Sep 5, 2025 Sep 4, 2025 $0.1094 42% estimated (19a-1) 19a-1
Aug 29, 2025 Aug 28, 2025 $0.1372 67% estimated (19a-1) 19a-1
Aug 22, 2025 Aug 21, 2025 $0.1622 72% estimated (19a-1) 19a-1
Aug 15, 2025 Aug 14, 2025 $0.1102 18% estimated (19a-1) 19a-1
Aug 8, 2025 Aug 7, 2025 $0.1453 56% estimated (19a-1) 19a-1
Aug 1, 2025 Jul 31, 2025 $0.1646 0% estimated (19a-1) 19a-1
Jul 25, 2025 Jul 24, 2025 $0.1838 6% estimated (19a-1) 19a-1
Jul 18, 2025 Jul 17, 2025 $0.1041 77% estimated (19a-1) 19a-1
Jul 11, 2025 Jul 10, 2025 $0.1347 95% estimated (19a-1) 19a-1
Jul 7, 2025 Jul 3, 2025 $0.1574 96% estimated (19a-1) 19a-1
Jun 27, 2025 Jun 26, 2025 $0.1548 95% estimated (19a-1) 19a-1
Jun 23, 2025 Jun 20, 2025 $0.1424 92% estimated (19a-1) 19a-1
Jun 13, 2025 Jun 12, 2025 $0.1803 96% estimated (19a-1) 19a-1
Jun 6, 2025 Jun 5, 2025 $0.1721 93% estimated (19a-1) 19a-1
May 30, 2025 May 29, 2025 $0.2149 81% estimated (19a-1) 19a-1
May 23, 2025 May 22, 2025 $0.1860 95% estimated (19a-1) 19a-1
May 16, 2025 May 15, 2025 $0.1910 96% estimated (19a-1) 19a-1
May 9, 2025 May 8, 2025 $0.1679 90% estimated (19a-1) 19a-1
May 2, 2025 May 1, 2025 $0.1744 73% estimated (19a-1) 19a-1
Apr 25, 2025 Apr 24, 2025 $0.1367 75% estimated (19a-1) 19a-1
Apr 21, 2025 Apr 17, 2025 $0.1334 Not published
Apr 11, 2025 Apr 10, 2025 $0.1289 Not published
Apr 4, 2025 Apr 3, 2025 $0.1781 Not published
Mar 28, 2025 Mar 27, 2025 $0.1315 Not published
Mar 21, 2025 Mar 20, 2025 $0.1526 Not published
Mar 14, 2025 Mar 13, 2025 $0.1002 Not published
Mar 7, 2025 Mar 6, 2025 $0.2405 Not published
Feb 28, 2025 Feb 27, 2025 $0.1327 Not published
Feb 21, 2025 Feb 20, 2025 $0.1852 Not published
Feb 14, 2025 Feb 13, 2025 $0.1503 Not published
Feb 7, 2025 Feb 6, 2025 $0.1944 95% estimated (19a-1) 19a-1
Jan 31, 2025 Jan 30, 2025 $0.1469 Not published
Jan 24, 2025 Jan 23, 2025 $0.1720 Not published
Jan 17, 2025 Jan 16, 2025 $0.1118 Not published
Jan 10, 2025 Jan 8, 2025 $0.1395 Not published
Jan 6, 2025 Jan 3, 2025 $0.1807 Not published
Dec 30, 2024 Dec 27, 2024 $0.2448 Not published
Dec 20, 2024 Dec 19, 2024 $0.1390 Not published
Dec 13, 2024 Dec 12, 2024 $0.1226 Not published
Dec 6, 2024 Dec 5, 2024 $0.2377 Not published
Dec 2, 2024 Nov 29, 2024 $0.3056 Not published
Nov 22, 2024 Nov 21, 2024 $0.2441 Not published
Nov 15, 2024 Nov 14, 2024 $0.1523 Not published
Nov 8, 2024 Nov 7, 2024 $0.1199 Not published
Nov 1, 2024 Oct 31, 2024 $0.2247 Not published
Oct 25, 2024 Oct 24, 2024 $0.2268 Not published
Oct 18, 2024 Oct 17, 2024 $0.1747 Not published
Oct 11, 2024 Oct 10, 2024 $0.2044 Not published
Oct 4, 2024 Oct 3, 2024 $0.2076 Not published
Sep 27, 2024 Sep 26, 2024 $0.2220 Not published
Sep 20, 2024 Sep 19, 2024 $0.2270 Not published
Aug 16, 2024 Aug 15, 2024 $0.5912 Not published
Jul 18, 2024 Jul 17, 2024 $0.6516 Not published
Jun 17, 2024 Jun 14, 2024 $0.7300 Not published
May 17, 2024 May 15, 2024 $0.7317 Not published
Apr 19, 2024 Apr 17, 2024 $0.6318 Not published
Mar 18, 2024 Mar 14, 2024 $0.5680 Not published
Feb 20, 2024 Feb 15, 2024 $0.5339 Not published

Fund facts

Issuer
YieldMax ETFs
Exchange
NYSE Arca
Pays
Weekly
Inception
Jan 16, 2024
Expense ratio
1.33%
Net assets
$370M
Price
$7.65 · Sep 29, 2026
NAV total return, 1 yr
1.11% · as of Aug 31, 2026
CUSIP
88636J659

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.