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NVDY 103% 1 year return, NVDA 217% 1 year return.
MSTY -12.74% 3 month return, MSTR -9.3% 3 month return.
TSLY -16.13% 1 year return, TSLA -4.07% 1 year return.
They are still underperforming just owning the actual shares instead, as total return is all the matters. You also miss out on the tremendous upside of a stock too, such as looking at NVDA. You'd have tripled your money owning actual NVDA shares instead of NVDY that only doubled. It lagged the NVDA move by 100+%!!!!
What happens to these yield max funds when these stocks drop significantly? Is that where the benefit/less risk comes in? It doesn't seem like it because look at TSLY dropping siginficantly more than TSLA in their bad last year.
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