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YieldMax Ultra Option Income Strategy ETF · AMEX
Price: $31.70 · Annual div: $35.29/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in ULTY → $17.76M in 10 years · $779,518.24/month
The YieldMax Ultra Option Income Strategy ETF (ULTY) is an actively managed exchange-traded fund that seeks to generate current income through a diversified portfolio of covered call strategies. The fund typically invests across 15 to 30 underlying securities, selected primarily on the basis of implied volatility levels. ULTY provides direct or indirect exposure to the share price performance of the underlying securities, subject to a cap on potential gains. The portfolio is reviewed and adjusted regularly, with positions increased, reduced, or replaced as market conditions evolve.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Ready to invest? Open ULTY position with:
Real after-tax yield depends on where you live and how you hold ULTY.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 111.32% | 108.52% | $11,132 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 94.62% | 91.82% | $9,462 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 89.06% | 86.26% | $8,906 / yr |
| 🇬🇧 UK ISA | 0% | 111.32% | 108.52% | $11,132 / yr |
| 🇬🇧 UK Taxable | 8.75% | 101.58% | 98.78% | $10,158 / yr |
| 🇨🇦 TFSA | 0% | 111.32% | 108.52% | $11,132 / yr |
| 🇨🇦 CA Taxable | 25% | 83.49% | 80.69% | $8,349 / yr |
| 🇦🇺 Super (pension) | 15% | 94.62% | 91.82% | $9,462 / yr |
| 🇦🇺 AU Taxable | 30% | 77.92% | 75.12% | $7,792 / yr |
| 🇩🇪 DE Taxable | 26.375% | 81.96% | 79.16% | $8,196 / yr |
| 🇫🇷 FR Taxable | 30% | 77.92% | 75.12% | $7,792 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $35.29/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
ULTY pays quarterly — 4 times per year. Next ex-div: TBD.
How ULTY compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for ULTY sourced from FMP /financial-growth endpoint — real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the ULTY dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
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