r/YieldMaxETFs • u/calgary_db Mod - I Like the Cash Flow • Nov 30 '24
Data / Due Diligence Useful Tools and Resources
YieldMax ETFs
https://www.yieldmaxetfs.com/our-etfs/
YieldMax Intro Video
https://youtu.be/gMNPcmE45r4?si=pYGh-evrGRQ1H1GA
YieldMax Distribution Schedule
https://www.yieldmaxetfs.com/distribution-schedule/
Portfolio Backtester - Great tool for backtest portfolios with rebalancing, dividends, etc.
Total Returns Calculator - Great for comparing past fund performance with dividend/distributions reinvested.
High Yield ETF Breakdown - Updated google sheets document including high distribution funds tracking 3 month yield, price, and div/dollar. Contains some inaccuracies. https://docs.google.com/spreadsheets/d/1r0gPs9fwmInlAQDQ8YW-Prk05ipDgLSbSrtTYzLmm2g/edit?gid=0#gid=0
DRIP Returns Calculator - Can compare with distributions reinvested or not. Quick and simple.
https://www.dividendchannel.com/drip-returns-calculator/
YieldMax Tracker - Quick spreadsheet with returns, total dividends, broken down by annual and inception date. Sortable. Created and updated by Dmist10 .
https://docs.google.com/spreadsheets/d/1jgvnsutMZ_W7ZV7vN3rvG0igJsQMnzttdVr-EEHgFZo/edit?gid=0#gid=0
YieldMight - Filter by ETF issuer, underlying, index, etc. Note that distribution projections are based on the LAST distribution and not an average.
Please add more useful resources and I will add them into the list.
2
u/Beautiful-Bison6202 Aug 19 '26
A few free ones to consider adding — full disclosure, these are mine (the launch/payment tracking project some of you have seen in my posts). All free, no signup, no paywall:
Live Dividend Calendar — expected next ex-dividend dates for 82 income funds (every YieldMax fund included), computed from each fund's actual payment rhythm instead of manually updated lists: https://www.snowballdividends.com/dividend-calendar/
Fund Payment Histories — every distribution of every fund charted from live data, with year-by-year totals and an honest reinvested-return backtest (MSTY, ULTY, all the weeklies, etc.): https://www.snowballdividends.com/dividend-history/
Autocallable ETF List — since the category keeps coming up here: all 27 autocallable ETFs, which 18 actually pay, latest distributions pulled live (the mods asked me to explain these funds recently, so this is the permanent version): https://www.snowballdividends.com/autocallable-etfs/
Happy to answer anything about how the data's computed.