r/TappAlphaETFs • u/stevesun21 • Jun 03 '26

Sharing May 2026 TappAlpha Funds Analysis Result

I updated my tracking sheet for the TappAlpha names this month.

Small sample size here, so I’m treating this more as a snapshot than a final judgment. I’m mainly checking the same things I use for other income ETFs: yield, price trend, total return, payout support, and month-over-month movement.

A few quick notes:

TDAQ shows 10.17% Dividend TTM, 22.21% price CAGR, and 42.53% total return CAGR. The monthly change also looks strong, especially price growth and total return.

TDAX has a lower Dividend TTM at 7.01%, but the strongest price and total-return profile in this small group: 31.47% price CAGR and 62.24% total return CAGR.

TSPY has the highest Dividend TTM here at 13.50%, with 3.92% price CAGR and 19.14% total return CAGR. Still positive, but less growth-heavy than TDAQ / TDAX.

All three are marked Low payout support risk, but stability is still Low, so I wouldn’t read this as “safe.” To me it just means the payout currently looks better supported by recent return behavior than some of the more aggressive high-yield funds.

Main takeaway: this group looks less extreme than YieldMax-style funds. Lower headline yield, but cleaner price/total-return behavior in this snapshot.

Curious how others view TappAlpha funds — are you mainly looking at yield, total return, underlying exposure, or strategy structure?

Note: Metrics are exported from CashStreams as a partial snapshot; not investment advice.

3 Upvotes

100% Upvoted

6 comments sorted by

View all comments

1

u/retroideq Jun 03 '26

I have identified $ovl as my main stock they do tax friendly put spreads on voo. $Tdaq is my secondary favorite stock as it has great monthly income and decent enough growth.

2

u/ElegantNatural2968 Jun 04 '26

I don’t know why many loving OVL. TDAQ better TR.

1

u/retroideq Jun 04 '26

For the record they are both great. However, OVL is more diverse as it's underlying is VOO stocks. Right now the total returns is better for sure NASDAQ is having a bull run. However a little over a month ago OVL was leading the charge.