RNTY
YieldMax Target 12 Real Estate Option Income ETF
2026-07-09
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ARCX · Active · options-income
RNTY
YieldMax Target 12 Real Estate Option Income ETF
Tidal Investments LLC
Verdict
WATCH
Weighted score · 3.70 / 5
AUM
$4M
assets under mgmt
Avg Volume
1K
shares · daily
Distribution
12.3%
Monthly · 68% ROC
Expense Ratio
0.99%
0.99% gross
1Y Return
vs underlying
Sharpe
0.49
Max DD -7.9%
Fund Identity
What it is, who runs it, where it lives.
The Fund's primary investment objective is to seek current income.
RNTY is an actively managed ETF that constructs a portfolio of 15-30 U.S.-listed equity securities of Real Estate Companies (including REITs) and employs options strategies designed to generate premiums targeting approximately 1% per month (12% annually). The Fund primarily uses covered call spreads on its underlying equity holdings and/or Real Estate ETFs to generate income distributed to shareholders. The Fund maintains a minor allocation (up to 10%) to cash, money market funds, or U.S. Treasuries, and may also gain synthetic exposure to underlying securities via options contracts.
Ticker
RNTY
Issuer
Tidal Investments LLC
Exchange
ARCX
Inception
2025-04-17 · 1.2 yrs
Mgmt style
Active
Replication
Physical (direct equity holdings) plus Derivatives (options/futures) for income generation; occasional synthetic equity exposure via options
Index-based
Leverage
None
Strategy & Options Mechanics
How the portfolio is built and where the income comes from.
PORTFOLIO
Hybrid
actively managed
OPTIONS OVERLAY
Strategy
Covered call spreads (selling a call option while buying another at a higher strike); may also use other options strategies to generate net premiums
generates income
Underlying
Individual Real Estate Company stocks and/or Real Estate ETFs
income exposure
MONTHLY
12.3%
DIST. RATE
68% ROC
Ordinary Income
Underlying
Individual Real Estate Company stocks and/or Real Estate ETFs
Strategy
Covered call spreads (selling a call option while buying another at a higher strike); may also use other options strategies to generate net premiums
Tax
Ordinary Income
The Fund sells (writes) options on some or all underlying securities and/or Real Estate ETFs, receiving premiums targeting approximately 1% net per month. The primary strategy is covered call spreads, which cap both profit and loss. Option premiums are a primary driver of distributions, which may include a significant return of capital component.
Performance & NAV
Total return vs. the underlying, with drawdown context.
NAV HISTORY · JUN '25 – JUN '26
max DD -7.9% $49.28
JUN '25JUN '26
Max DD
-7.9%
Volatility
10.9%
Sharpe
0.49
Sortino
0.67
Calmar
0.90
Beta
Flat-NAV reinvestment hurdle
24.1%
Share of each distribution you’d need to reinvest just to hold NAV flat. Higher means more of the yield is your own capital coming back.
1Y vs Underlying
Tracking err.
Yield on cost
11.9%
Distribution & Tax
Where the yield comes from — and how it’s taxed.
Composition · Recent Distribution
68%
ROC
Return of Capital — mixed68%
Net Investment Income32%
Frequency
Monthly
Dist. rate
12.26%
ROC %
68%
30-day SEC
not reported
Consistency
3 w/o cut
YOC · 1yr-ago buyer
11.6%
Tax Treatment — Ordinary Income
ORDINARY INCOME
Distribution Composition (Recent)
68% Return of Capital
ROC is not free money — it lowers your cost basis. When shares are sold, capital gains are computed against the lower basis.
Composition · Narrative
Trailing-quarter return of capital averaged 68.4% of distributions (dollar-weighted across 4 distributions payable 3/5/26–6/4/26). Most recent distribution (6/4/26): 75.7% ROC. Single-week ROC is volatile for option-income funds; the dollar-weighted quarter is the steadier read.
Distribution Growth & Schedule
Per-period growth of the payout, the latest schedule, and how long distributions take to repay NAV.
Distribution Growth by Lookback Period
-1.6% 1M -4.7% 3M +0.8% 6M -4.2% 1Y
Latest Distribution Schedule
Record date
2026-06-03
Ex-dividend
2026-06-03
Pay date
Payback Period
8.2 yr
Dist. Since Incep.
$6.6
Holdings & Concentration
Position sizing, top-name weights, and concentration risk.
Sector Mix · Tilt vs S&P 500
No sector feed for this fund.
Holdings
74
Top-10 Wt.
Technical Signal & Liquidity
Moving-average posture and a read on tradability.
Price vs. Moving Averages
$50.5$49.0$47.5$46.0
FEB '26JUN '26
Price $49.28
50-DMA $49.57
200-DMA $47.61
Bullish — 50-DMA above 200-DMA
Price $49.28 is above the 200-day SMA ($47.61); 50-day SMA $49.57. The 50-day SMA sits above the 200-day — an established uptrend, no recent crossover. Moving-average signals are a timing aid, not a recommendation — weigh them against the distribution profile and framework score.
Liquidity
Avg daily volume
1K
Avg dollar volume
$69,173
Bid/ask spread
0.54%
Premium/discount
-0.24%
Turnover
1%
Estimated bid/ask spread ~0.02% (very tight). Average daily dollar volume ~$0.1M (thin). This spread is a high-low estimate, not a live quote; the issuer's reported median spread and premium/discount to NAV are shown above when available.
Assets Under Management
Trend: Falling. Source: shares×price (Massive, monthly).
AUM ($)
$4M
$5M$4M$3M
APR '25JUN '26
SOURCES  Massive market-data API, SEC EDGAR filings, issuer disclosures.
RNTY · 2026-06-22
Prepared by denvereyon
Research aid, not investment advice.