Gold Miner Income Strategies Shine While Aggressive Equity Overlays Falter

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Weekly Channel Summary

The Synthetic Income ETF channel continues to show robust growth, with total Assets Under Management (AUM) reaching $175B across 337 ETFs and 65 distinct brands. For the week ending February 13, 2026, the channel attracted $1.17B in net new money, contributing to a Year-to-Date (YTD) flow of $9.53B. Over the past year, the channel has seen staggering growth with total inflows of $70.39B, underscoring the massive investor appetite for option-overlay and synthetic yield strategies.

This Week’s Performance Leaders and Laggards

The performance landscape this week was characterized by strength in precious metals and energy-related income strategies, while digital assets and aggressive growth-equity overlays struggled. On average, gold-related synthetic products outperformed as equity markets faced volatility, leading to significant dispersion between the top and bottom of the tracker.

Top & Bottom 5 ETFs by Weekly Performance

The best-performing fund this week was the Roundhill Gold Miners WeeklyPay ETF (GDXW), which posted a Week-to-Date (WTD) return of 7.93%. Conversely, the REX IncomeMax Option Strategy ETF (ULTI) and the Simplify Bitcoin Strategy PLUS Income ETF (MAXI) were the primary laggards, falling -8.00% and -5.28% respectively.

Ticker Fund Name WTD Performance
Top Performers
GDXW Roundhill Gold Miners WeeklyPay ETF 7.93%
GDXY YieldMax Gold Miners Option Income Strategy ETF 4.89%
ETCO Grayscale Ethereum Covered Call ETF 4.32%
MLPI NEOS MLP & Energy Infrastructure High Income ETF 4.01%
SLJY Amplify SILJ Covered Call ETF 3.58%
Bottom Performers
ULTI REX IncomeMax Option Strategy ETF -8.00%
MAXI Simplify Bitcoin Strategy PLUS Income ETF -5.28%
XLFI State Street Financial Select Sector SPDR Premium Income ETF -4.34%
YBTY GraniteShares YieldBoost TopYielders ETF -4.12%
YBST GraniteShares YieldBoost Single Stock Universe ETF -3.86%

Analyzing the Weekly Flows

Synthetic Income ETFs saw total net inflows of $1,153M this week. The Synthetic Income – Equity category was the primary driver of growth, attracting $1,344M in weekly flows and bringing its total AUM to $158,824M. Synthetic Income – Crypto also saw positive momentum with $11M in inflows. Conversely, the Synthetic Income – Single Stock category faced significant headwinds, experiencing the largest outflows in the channel at -$214M.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Synthetic Income – Equity 173 $158,824M $1,344M $7,199M $16,464M $9,350M $52,608M
Synthetic Income – Crypto 21 $1,497M $11M $177M $802M $227M $2,553M
Synthetic Income – Commodity 12 $2,088M $6M $216M $522M $281M $1,111M
Synthetic Income – Multi-Asset 5 $368M $4M $15M $175M $162M $199M
Synthetic Income – Fixed Income 18 $4,790M $3M $155M $479M $200M $1,707M
Synthetic Income – Single Stock 102 $7,717M -$214M -$576M $493M -$723M $12,183M

Top & Bottom 5 ETFs by 5-Day Flow

The NEOS Nasdaq 100 High Income ETF (QQQI) was the clear leader for inflows this week, bringing in $350M. On the flip side, the YieldMax Ultra Option Income Strategy ETF (ULTY) and the YieldMax Universe Fund of Option Income ETFs (YMAX) saw the largest redemptions, with outflows of -$104M and -$33M respectively.

Ticker Fund Name 5-Day Flow
Inflows
QQQI NEOS Nasdaq 100 High Income ETF $350M
JEPI JPMorgan Equity Premium Income ETF $207M
JEPQ JPMorgan NASDAQ Equity Premium Income ETF $171M
SPYI NEOS S&P 500 High Income ETF $111M
DIVO Amplify CWP Enhanced Dividend Income ETF $75M
Outflows
ULTY YieldMax Ultra Option Income Strategy ETF -$104M
YMAX YieldMax Universe Fund of Option Income ETFs -$33M
HIGH Simplify Enhanced Income ETF -$30M
XYLD Global X S&P 500 Covered Call ETF -$20M
WPAY Roundhill WeeklyPay Universe ETF -$17M

Issuer League Table Update

JPMorgan continues to dominate the Synthetic Income landscape with a 44.26% market share, followed by NEOS at 11.70%. In terms of gathering assets, NEOS took the lead this week with $628M in weekly inflows. Among the top five issuers by AUM, YieldMax saw the largest outflows, losing -$298M for the week.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
JPMorgan 3 $77.59B 44.26%
Neos 18 $20.50B 11.70%
Global X 14 $13.06B 7.45%
YieldMax 60 $8.96B 5.11%
FT Vest 11 $8.54B 4.87%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Neos $628M
JPMorgan $377M
Amplify $133M
Outflows
YieldMax -$298M
Roundhill -$56M
Simplify -$29M

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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.