The YieldMax MSTR Option Income ETF (MSTY) once boasted an 85% "yield," but over the past year, its total return has been a loss of 73%, with its stock price plummeting over 68% to $12.83.
The MSTY fund uses a synthetic covered call strategy, leveraging the volatility of MicroStrategy (MSTR) as a source of weekly cash flow. However, over the past year, MSTR's stock price has fallen by 75%, and MSTY's synthetic position bore the full loss, while the sold call options expired worthless. The fund continued to pay dividends, leading to a loss of principal. In contrast, the Roundhill Innovation-100 0DTE Covered Call Strategy ETF (QDTE) employs a similar strategy but targets the Nasdaq100 index, which has seen its stock price rise by 27.19% over the past year, while also paying weekly dividends.
Source:Yahoo财经 · Source Link
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