Oil Wins, Silver Sinks: This Week in Synthetic Income ETFs

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Weekly Channel Summary

The Synthetic Income ETF channel currently tracks 355 ETFs managed across 66 unique issuers, representing a massive total Assets Under Management (AUM) of $178 billion. Investor demand remains strong, with the channel capturing $1.94 billion in 5-day net flows. Looking at the longer term, the space has attracted $17.64 billion year-to-date and an impressive $71.76 billion over the trailing 1-year period.

This Week’s Performance Leaders and Laggards

The weekly performance landscape revealed a wide dispersion in returns, primarily driven by volatility in underlying commodity and crypto markets. While select oil and options-based strategies posted gains, silver and gold-focused income products suffered sharp declines.

Top & Bottom 5 ETFs by Weekly Performance

The Defiance Oil Enhanced Options Income ETF (USOY) led the pack this week with a stellar 8.07% week-to-date return. Conversely, the Nicholas Silver Income ETF (SLVX) and the Roundhill Gold Miners WeeklyPay ETF (GDXW) experienced the heaviest WTD losses, dropping -26.29% and -17.00%, respectively.

Ticker Fund Name WTD Performance
Top Performers
USOY Defiance Oil Enhanced Options Income ETF 8.07%
USOI UBS AG ETRACS Crude Oil Shares Covered Call ETNs 4.30%
ULTI REX IncomeMax Option Strategy ETF 2.52%
YETH Roundhill Ether Covered Call Strategy ETF 2.16%
YQQQ YieldMax Short N100 Option Income Strategy ETF 2.15%
Bottom Performers
SLVX Nicholas Silver Income ETF -26.29%
GDXW Roundhill Gold Miners WeeklyPay ETF -17.00%
KSLV Kurv Silver Enhanced Income ETF -15.97%
SLJY Amplify SILJ Junior Silver Miners Covered Call ETF -15.24%
YGLD Simplify Gold Strategy PLUS Income ETF -14.56%

Analyzing the Weekly Flows

Net flows for the Synthetic Income channel surged to nearly $2 billion over the past five days. The Equity category accounted for the lion’s share, taking in a massive $1,637 million to boost its total AUM to $161.3 billion. Single Stock ETFs also saw robust interest with $166 million in new capital. In contrast, the Multi-Asset category was the only segment to experience net outflows, leaking a modest -$1 million.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Synthetic Income – Equity 184 $161,327M $1,637M $5,928M $18,090M $16,771M $55,124M
Synthetic Income – Single Stock 104 $7,808M $166M $148M -$822M -$593M $11,318M
Synthetic Income – Fixed Income 21 $5,067M $67M $205M $489M $448M $1,742M
Synthetic Income – Commodity 15 $2,278M $37M $150M $593M $520M $1,329M
Synthetic Income – Crypto 22 $1,440M $37M $86M $393M $309M $2,021M
Synthetic Income – Multi-Asset 5 $369M -$1M $8M $174M $171M $207M

Top & Bottom 5 ETFs by 5-Day Flow

The NEOS Nasdaq 100 High Income ETF (QQQI) completely dominated the inflows with a massive $412 million gathered over just five days. On the other end of the spectrum, the YieldMax Gold Miners Option Income Strategy ETF (GDXY) and the YieldMax Target 12 Real Estate Option Income ETF (RNTY) led outflows, each shedding -$29 million.

Ticker Fund Name 5-Day Flow
Inflows
QQQI NEOS Nasdaq 100 High Income ETF $412M
SPYI NEOS S&P 500 High Income ETF $250M
JEPI JPMorgan Equity Premium Income ETF $213M
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $185M
JEPQ JPMorgan NASDAQ Equity Premium Income ETF $148M
Outflows
GDXY YieldMax Gold Miners Option Income Strategy ETF -$29M
RNTY YieldMax Target 12 Real Estate Option Income ETF -$29M
RDTY YieldMax R2000 0DTE Covered Strategy ETF -$15M
ULTY YieldMax Ultra Option Income Strategy ETF -$14M
CHPY YieldMax Semiconductor Portfolio Option Income ETF -$10M

Issuer League Table Update

JPMorgan remains the undisputed heavyweight in the Synthetic Income space, controlling 43.77% of market share. Neos follows in second place with a 12.35% market share, but Neos successfully outpaced all competitors in recent momentum, gathering the highest 5-day inflows. None of the top 5 issuers by AUM suffered net outflows this week; however, further down the league table, GraniteShares and Overlay Shares faced the largest 5-day redemptions.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
JPMorgan 3 $78.04B 43.77%
Neos 18 $22.02B 12.35%
Global X 16 $13.00B 7.29%
YieldMax 62 $9.07B 5.09%
FT Vest 11 $8.31B 4.66%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Neos $749M
JPMorgan $361M
Goldman Sachs $305M
Outflows
GraniteShares -$7M
Overlay Shares -$7M
STF -$5M

For a deeper dive into these trends, access our FREE, in-depth ETF reports in the right side panel of this page.

Disclosures

This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.

This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.