The PitNews Dividend Breakeven Calculator helps you compare the performance of YieldMax ETFs against their underlying stocks over a one-year period with a fixed investment of $10,000. YieldMax ETFs use a covered call strategy to generate high dividends, offering downside protection but capping upside potential. This tool shows you the breakeven point where the ETF's total return (dividends plus price change) equals the stock's return, helping you decide whether a YieldMax ETF or its stock better suits your market outlook.
The chart displays three scenarios: ReinvestedDividends are reinvested to buy more ETF shares, compounding the return. (dividends buy more ETF shares), Cash OutDividends are taken as income, with the ETF's price potentially eroding over time. (dividends taken as income), and the Underlying StockThe stock's pure price return without dividends. (pure price return). Slide the stock change percentage to see how each performs under different market conditions, and check the breakeven pointThe stock change percentage where the ETF's reinvested return and stock's returns are equal, indicating when the stock outpaces the ETF. to understand when the stock outpaces the ETF. The Sharpe RatioMeasures risk-adjusted return (annual return minus 3% risk-free rate, divided by annualized volatility). A higher ratio indicates better performance for the risk taken, with volatility floors of 15% for the ETF and 30% (scaled by stock change) for the stock. compares the risk-adjusted returns of the ETF (Reinvested) and stock.
1. Select a YieldMax ETF from the dropdown (e.g., APLY for Apple).
2. Adjust the slider to simulate the underlying stock's price movement.
3. View the results: chart, ex-dividend date, breakeven point, and Sharpe Ratio.
| ETF | Underlying Stock | Approx. Breakeven (%) |
|---|---|---|
| ABNY | ABNB | ~158.7% |
| AIYY | AI | ~273.1% |
| AMDY | AMD | ~129.4% |
| AMZY | AMZN | ~108.6% |
| APLY | AAPL | ~99.2% |
| BABO | BABA | ~159.8% |
| BIGY | BIGY | ~46.5% |
| CONY | COIN | ~303.9% |
| CRSH | TSLA | ~422.1% |
| CVNY | CVNA | ~495.3% |
| DIPS | NVDA | ~196.7% |
| DISO | DIS | ~86.0% |
| FBY | META | ~135.6% |
| FEAT | FEAT | ~81.4% |
| FIAT | COIN | ~341.2% |
| FIVY | FIVY | ~81.5% |
| GDXY | GDX® | ~168.6% |
| GOOY | GOOGL | ~113.6% |
| GPTY | GPTY | ~116.4% |
| JPMO | JPM | ~94.1% |
| LFGY | LFGY | ~214.0% |
| MARO | MARO | ~256.8% |
| MRNY | MRNA | ~246.6% |
| MSFO | MSFT | ~75.9% |
| MSTY | MSTR | ~261.8% |
| NFLY | NFLX | ~99.9% |
| NVDY | NVDA | ~203.1% |
| OARK | ARKK | ~168.8% |
| PLTY | PLTR | ~344.7% |
| PYPY | PYPL | ~117.0% |
| QDTY | Nasdaq 100 | ~23.5% |
| RDTY | R2000 | ~0.0% |
| SDTY | S&P 500 | ~81.5% |
| SMCY | SMCI | ~383.1% |
| SNOY | SNOW | ~213.5% |
| SOXY | SOXY | ~47.4% |
| SQY | XYZ | ~191.3% |
| TSLY | TSLA | ~235.1% |
| TSMY | TSM | ~163.8% |
| ULTY | Multiple | ~259.7% |
| XOMO | XOM | ~87.4% |
| YBIT | Bitcoin ETP | ~186.6% |
| YMAG | Multiple | ~93.2% |
| YMAX | Multiple | ~160.7% |
| YQQQ | N100 | ~111.6% |