YieldMax ETF

SOXY Dividend: Next Ex-Date, History & Total Return

YieldMax Target 12™ Semiconductor Option Income ETF

$101.78
7.2% trailing yield
52-wk range $50.95 – $114.39
Price +95.2% over 12 months

Next SOXY Dividend

Monthly payer
Estimated next ex-dividend date
Jul 29, 2026
Estimated pay date
Jul 30, 2026
Estimated amount per share
$0.7515
Estimated from SOXY's recent distribution schedule (last actual ex-date: Jun 3, 2026 at $1.02/share). Amounts vary each period — confirm with the fund's official announcement.

SOXY Dividend History

18 distributions since Jan 8, 2025 · trailing 12-month total $7.31/share (7.2% of current price)

Distributions are up 85% vs a year ago ($0.8350 vs $0.4511 avg per payment)

Ex-dividend datePay dateAmount per share
Jun 3, 2026Jun 4, 2026$1.02
May 6, 2026May 7, 2026$0.8297
Apr 8, 2026Apr 9, 2026$0.6541
Mar 4, 2026Mar 5, 2026$0.6733
Feb 4, 2026Feb 5, 2026$0.6713
Dec 31, 2025Jan 1, 2026$0.6045
Dec 3, 2025Dec 4, 2025$0.5953
Nov 5, 2025Nov 6, 2025$0.6210
Oct 8, 2025Oct 9, 2025$0.5895
Sep 3, 2025Sep 4, 2025$0.5206
Aug 6, 2025Aug 7, 2025$0.5248
Jul 2, 2025Jul 3, 2025$0.5248

Total distributions by year

2026 (5 payments)
$3.85/share
2025 (13 payments)
$6.82/share

If You Invested $10,000 in SOXY

Dec 3, 2024 to Jul 2, 2026, using actual prices and distributions

End value with DRIP
$24,311
+143.1%
End value, dividends as cash
$22,445
+124.4% · $2,130 cash collected
Share price alone
+103.2%
excluding all dividends
Annualized (DRIP)
+75.6%
over 1.6 years
Historical performance. Reinvestment modeled at the closing price on the first trading day on or after each ex-dividend date. Past results do not predict future returns.

SOXY vs SPY & QQQ

$10,000 invested Dec 3, 2024 to Jul 2, 2026, all dividends reinvested

SOXY (this fund)
$24,311
+143.1% total
SPY
$12,585
+25.9% total
QQQ
$13,911
+39.1% total
An honest yardstick for income funds: high distributions can still trail simply holding a broad index. All series use actual prices and distributions with reinvestment on the ex-date.

Dividend Calculator for SOXY (With or Without DRIP)

Investment Parametersfor SOXY

Adjust parameters for SOXY or modify to see different scenarios.

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High Dividend Growth Rate Detected

SOXY shows a 0.3% annual dividend growth rate.This is unusually high and may be due to:

  • Dividend cuts followed by restoration (e.g., during economic downturns)
  • Special dividends included in the calculation
  • Data quality issues
Consider manually verifying this rate for accuracy.

$100$10,000$100K
0%8.8%200%
-50%28.5%50%
$0$500$5K
-50%97.8%50%
1 year20 years50 years

Automatically reinvest dividends

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SOXY Investment Growth Projection

Projected growth and dividend income after 20 years of investing in SOXY

Total Value

$1,060,253,445,210,851,100

Total Dividends

$511,083,892,744,281,660

Total Contributions

$130,000

Capital Gains

$549,169,552,466,439,360

Final Dividend Yield1,322.0%
Annual Income$14,016,929,193,450,689,000

Year-by-Year Breakdown

Detailed breakdown of your investment growth over time

Disclaimer: These calculations are hypothetical projections for educational purposes only. Actual investment returns may vary significantly due to market conditions, dividend changes, and other factors. Not financial advice - consult a qualified advisor before investing.

SOXY House Money Calculator

How long until distributions alone repay your initial investment, at the recent payout rate

$

Buys ~98.3 shares at $101.78 · recent average distribution $0.6525/share monthly

Estimated time to breakeven
13.0 yrs
~156 monthly payments
Income per payment
$64.11
monthly
Annual income (trailing rate)
$769
7.7% on invested amount
Planning heuristic: assumes future distributions match the recent average and ignores share price changes and taxes. High-yield fund distributions vary significantly.

SOXY Income Goal Calculator

How much you would need invested today to reach a monthly income target, at the trailing 12-month payout rate

$
Investment needed
$83,595
Shares needed
822
at $101.78
Effective yield used
7.2%
trailing 12 months
Based on the trailing 12-month distributions per share. Future distributions can be higher or lower; this is not a guarantee of income.

About YieldMax SOXY

Single-stock and portfolio option income strategies targeting ultra-high yield distributions.

Strategy highlights

  • Covered call overlays on single stocks, indexes, or baskets
  • Monthly or weekly distribution schedules by group
  • High headline yields with options-driven income

Risk considerations

  • Options overlays cap upside
  • High distribution variability by group
  • Underlying single-stock concentration for many tickers

Tax Considerations

Distributions from options-income ETFs are often classified partly as return of capital (ROC), which reduces your cost basis rather than being taxed as ordinary income in the year received. The exact split is published in the fund’s 19a-1 notices and finalized on your 1099-DIV.

Because YieldMax distributions are large relative to share price, many investors hold these funds in tax-advantaged accounts (IRA, Roth IRA) to simplify tax treatment. Consult a tax professional for your situation.

SOXY Dividend FAQ

How often does SOXY pay dividends?
SOXY currently distributes every month, based on its recent payment history. Its most recent ex-dividend date was Jun 3, 2026 at $1.02 per share.
When is SOXY's next ex-dividend date?
Based on its recent schedule, SOXY's next ex-dividend date is estimated around Jul 29, 2026, with payment around Jul 30, 2026. This is an estimate — the fund's official announcement is authoritative.
What is SOXY's dividend yield?
Over the trailing 12 months, SOXY paid $7.31 per share in distributions, a yield of about 7.2% at the current share price. High-yield fund distributions vary, so trailing yield may differ from forward yield.
What is SOXY's total return with dividends reinvested?
A $10,000 investment in SOXY on Dec 3, 2024 would be worth about $24,311 on Jul 2, 2026 with all distributions reinvested (+143.1%). Share price alone moved +103.2% over the same period.

More YieldMax to Explore

Data is refreshed daily from market sources and may be delayed. Nothing on this page is investment advice. Estimates (next dividend date, amounts, breakeven timelines) are derived from historical distributions and can differ from actual fund announcements.