Gold Miner Funds Lead Commodity Surge in Synthetic Income Channel

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Weekly Channel Summary

The Synthetic Income channel, comprising 411 ETFs from 75 issuers, closed the week with total assets under management of $216.26 billion. Investors added a net $1.34 billion over the past five days, contributing to a robust year-to-date inflow of $49.23 billion. Over the last twelve months, the channel has attracted a substantial $73.26 billion in new capital.

This Week’s Performance Leaders and Laggards

All Synthetic Income categories posted gains for the week, led by a strong 7.25% advance in Single Stock strategies. Commodity-focused funds also performed well, rising 5.52% over the period, building on their position as the top one-year performer. On the other end of the spectrum, Fixed Income products saw the most modest gains, up just 0.57% for the week.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Single Stock 7.25% 2.67% -1.47% 15.27% 7.22% 13.35%
Commodity 5.52% 5.44% -7.99% -3.85% 3.96% 23.29%
Crypto 3.05% 3.13% -17.45% -6.46% -24.24% -40.98%
Equity 2.50% 2.05% 4.43% 7.82% 10.24% 19.00%
Multi-Asset 1.61% 0.99% 2.51% 5.57% 6.67% 18.05%
Fixed Income 0.57% -0.34% 0.03% 0.81% 1.53% 4.67%

Top & Bottom 5 ETFs by Weekly Performance

A surge in precious metals powered the week’s top-performing funds, with the Roundhill Gold Miners WeeklyPay ETF (GDXW) soaring 25.10%. Other commodity-linked funds, including the Nicholas Silver Income ETF (SLVX) and YieldMax Gold Miners Option Income Strategy ETF (GDXY), also posted significant double-digit gains. Conversely, the Defiance Oil Enhanced Options Income ETF (USOY) was the weakest performer, declining 7.17% for the week.

Ticker Fund Name WTD Performance
Top Performers
GDXW Roundhill Gold Miners WeeklyPay ETF 25.10%
SPCI Tuttle Capital Space Industry Income Blast ETF 19.64%
SLVX Nicholas Silver Income ETF 19.00%
GDXY YieldMax Gold Miners Option Income Strategy ETF 16.92%
GLDN Nicholas Gold Income ETF 16.21%
Bottom Performers
USOY Defiance Oil Enhanced Options Income ETF -7.17%
YQQQ YieldMax Short N100 Option Income Strategy ETF -4.09%
XRPM Amplify XRP 3% Monthly Premium Income ETF -3.49%
SLTY YieldMax Ultra Short Option Income Strategy ETF -2.83%
MLPI NEOS MLP & Energy Infrastructure High Income ETF -2.63%

Analyzing the Weekly Flows

Investors allocated a net $1.34 billion to the Synthetic Income channel this week, with the vast majority directed towards Equity strategies. Equity funds captured $1.23 billion in new assets, continuing a strong trend that has brought their year-to-date total to $44.74 billion. Single Stock was the only category to experience net redemptions, though the outflows were minimal at just $4 million.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Equity 223 $198.46B $1,228M $7,513M $18,967M $44,744M $62,305M
Fixed Income 25 $5.93B $63M $317M $626M $1,462M $2,440M
Commodity 17 $2.23B $27M $92M $403M $1,060M $1,684M
Crypto 23 $1.72B $25M $84M $377M $938M $1,990M
Multi-Asset 6 $484M $3M $33M $45M $264M $278M
Single Stock 117 $7.43B -$4M $370M $1,112M $763M $4,560M

Top & Bottom 5 ETFs by 5-Day Flow

The JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) was the clear favorite among investors, pulling in $460 million in fresh capital. Goldman Sachs also saw strong demand for its premium income suite, including the Goldman Sachs S&P 500 Premium Income ETF (GPIX). On the other hand, the FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) led redemptions with $137 million in outflows, followed by the JPMorgan Equity Premium Income ETF (JEPI), which shed $82 million.

Ticker Fund Name 5-Day Flow
Inflows
JEPQ JPMorgan NASDAQ Equity Premium Income ETF $460M
GPIX Goldman Sachs S&P 500 Premium Income ETF $138M
ACYN FT Vest Laddered Autocallable Barrier & Income ETF $113M
DIVN Horizon Dividend Income ETF $103M
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $79M
Outflows
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF -$137M
JEPI JPMorgan Equity Premium Income ETF -$82M
QQQI NEOS Nasdaq 100 High Income ETF -$36M
QYLD Global X NASDAQ 100 Covered Call ETF -$34M
PLTY YieldMax PLTR Option Income Strategy ETF -$10M

Issuer League Table Update

JPMorgan continues to dominate the Synthetic Income landscape, commanding a 40.70% market share with $88.02 billion in assets. The issuer also led the week in asset gathering, attracting a net $430 million in new flows. Neos remains the second-largest issuer with a 14.93% share, while FT Vest experienced the largest net outflows of the week, totaling $58 million.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
JPMorgan 5 $88.02B 40.70%
Neos 18 $32.29B 14.93%
Global X 17 $13.45B 6.22%
Goldman Sachs 2 $10.57B 4.89%
FT Vest 18 $10.09B 4.67%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
JPMorgan $430M
Goldman Sachs $217M
Neos $135M
Outflows
FT Vest -$58M
Global X -$34M
REX Shares -$6M

For a deeper dive into these trends, access our FREE, in-depth Synthetic Income 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.