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The TSLY ETF Is an Income Monster

July 3, 2025
09:23 AM
4 min read
AI Enhanced
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Key Takeaways

Many ETFs have come onto the market recently that use various options strategies to boost income. For example, some ETFs use covered call strategies to duce yields of 10% or more...

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4 min read

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investment

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Published

July 3, 2025

09:23 AM

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The Motley Fool

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Many ETFs have come onto the market recently that use various options strategies to boost income

For example, some ETFs use covered call strategies to duce yields of 10% or more for investors from relatively low-paying portfolios of stocks

YieldMax ETFs take this idea to the next level, using aggressive strategies to, as the name suggests, maximize yield

It's not uncommon for YieldMax ETFs to have dividend yields of 30%, 40%, or much higher in some cases

One extreme example is the YieldMax Tesla Option Income Strategy ETF (TSLY -0. 31%), which uses call option strategies on Tesla (TSLA -0. 49%) stock to duce a high level of monthly income

In fact, based on the past 12 months of dividends, the ETF has a dividend yield of 127%

Of course, if something sounds too good to be true, that's usually the case

If there was an ETF that duced a sustainable three-digit yield and was ly to do so for the foreseeable future, we'd all be scrambling to buy s

But in this case, there are quite a few caveats and important things to know before you consider

Image source: Getty Images

How the TSLY ETF works It might surprise you to learn that the majority of the YieldMax Tesla Option Income Strategy ETF's assets are in U

It uses these as collateral to buy and sell options on the stock, which are typically near the current price

For example, the largest non-Treasury position in the portfolio is July 2025 call options with a $340 strike price

Some of the positions are long, some are short (meaning the ETF sold options), and there are some put options in the portfolio as well

The general goal with the options positions is to create the highest of income relative to the risk level as possible

Risk factors to consider There are two big risk factors to consider

First, and less significant, is the inconsistency of the monthly dividend payments you'll get

Over the past 12 months, the distributions from this ETF have been as high as $1. 29 or as low as $0

The bigger issue is that the stock price itself has a downward bias over time

In short, if the price of Tesla stock goes up, the ETF's options strategies severely limit the upside potential

On the other hand, if the stock falls, it can result in large losses

In fact, since the YieldMax Tesla Option Income Strategy ETF was formed in late 2022, Tesla stock has risen by 92%

S of this ETF have fallen by 78%, and there's even been a reverse split along the way

Of course, even with a modestly declining price, an ETF this can still be a winner

In other words, if the ETF declines by say, 30%, but pays a 100%-plus yield, it's still a great investment

But that hasn't been the case

In fact, including dividends, this ETF has generated a 26% total return for investors since its 2022 inception

That's 52 percentage points worse than if you had simply bought Tesla stock and held on to it

Is the TSLY ETF right for you

In a nutshell, YieldMax ETFs duce the best total returns compared with simply buying the underlying stock in times when the stock is mostly flat for an ext period, without any massive price swings

And if you look at virtually any chart of Tesla's historic stock performance, you'll see that doesn't really describe its typical price action

The bottom line is that if you think Tesla stock is going to be stuck in a narrow price range for a while, the YieldMax Tesla Option Income Strategy ETF could be a good way to play it

Just be aware that this and other YieldMax ETFs aren't magical income instruments and are more ly than not to duce underperforming total returns over time

Matt Frankel has no position in any of the stocks mentioned

The Motley Fool has positions in and recommends Tesla

The Motley Fool has a disclosure policy.