Synthetic Income Gathers $661M Amid Divergent Performance

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Weekly Channel Summary

The Synthetic Income channel closed the week with $157.5B in total Assets Under Management (AUM) across 310 ETFs from 62 issuers. The channel generated $661M in net inflows for the past week. Looking at the longer-term trends, the channel has attracted $62.0B in Year-to-Date (YTD) flows and $69.7B over the past year.

This Week’s Performance Leaders and Laggards

Performance this week was notably divergent, with option income strategies managing volatility while crypto-linked synthetic income funds faced significant pressure.

Top & Bottom 5 ETFs by Weekly Performance

The single best-performing ETF was the YieldMax Ultra Short Option Income Strategy ETF (SLTY), posting a 3.67% return for the week. On the downside, crypto volatility weighed heavily, with the Defiance Leveraged Long Income Ethereum ETF (ETHI) dropping -50.91% and the Roundhill Ether Covered Call Strategy ETF (YETH) falling -27.96%.

Ticker Fund Name WTD Performance
Top Performers
SLTY YieldMax Ultra Short Option Income Strategy ETF 3.67%
YQQQ YieldMax Short N100 Option Income Strategy ETF 2.88%
XLVI Health Care Select Sector SPDR Premium Income Fund 1.20%
DJIA Global X Dow 30 Covered Call ETF 0.99%
DOGG FT Vest DJIA Dogs 10 Target Income ETF 0.68%
Bottom Performers
ETHI Defiance Leveraged Long Income Ethereum ETF -50.91%
YETH Roundhill Ether Covered Call Strategy ETF -27.96%
BAGY Amplify Bitcoin Max Income Covered Call ETF -23.59%
MAXI Simplify Bitcoin Strategy PLUS Income ETF -15.43%
ETCO Grayscale Ethereum Covered Call ETF -10.62%

Analyzing the Weekly Flows

The channel saw positive momentum with $661M in total net flows this week. The Synthetic Income – Equity category led the way, gathering $711M in inflows on a base of $138.9B AUM. The Fixed Income category also saw healthy activity with significant inflows. Conversely, the Synthetic Income – Single Stock category experienced the largest outflows, shedding $143M for the week.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Synthetic Income – Equity 154 $138,891M $711M $2,859M $9,867M $44,269M $49,915M
Synthetic Income – Fixed Income 18 $4,407M $53M $316M $706M $1,386M $1,349M
Synthetic Income – Commodity 12 $1,476M $20M $107M $381M $642M $660M
Synthetic Income – Crypto 19 $1,571M $19M $282M $880M $1,967M $2,099M
Synthetic Income – Multi-Asset 3 $180M $0M ($4M) $3M $26M $30M
Synthetic Income – Single Stock 88 $10,975M ($143M) $638M $2,220M $13,730M $15,644M

Top & Bottom 5 ETFs by 5-Day Flow

The NEOS Nasdaq 100 High Income ETF (QQQI) led inflows this week, gathering $215M. On the other side, the YieldMax Ultra Option Income Strategy ETF (ULTY) and the YieldMax Universe Fund of Option Income ETFs (YMAX) saw the largest outflows.

Ticker Fund Name 5-Day Flow
Inflows
QQQI NEOS Nasdaq 100 High Income ETF $215M
JEPQ JPMorgan NASDAQ Equity Premium Income ETF $125M
SPYI NEOS S&P 500 High Income ETF $123M
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $61M
GPIX Goldman Sachs S&P 500 Premium Income ETF $58M
Outflows
ULTY YieldMax Ultra Option Income Strategy ETF ($174M)
YMAX YieldMax Universe Fund of Option Income ETFs ($43M)
WPAY Roundhill WeeklyPay Universe ETF ($20M)
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF ($19M)
XYLD Global X S&P 500 Covered Call ETF ($10M)

Issuer League Table Update

JPMorgan and Neos continue to lead the issuer field by market share. Neos gathered the most in weekly inflows with $397M, while YieldMax saw the largest outflows among top-tier issuers.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
JPMorgan 3 $70.45B 44.72%
Neos 13 $15.16B 9.62%
Global X 15 $12.44B 7.90%
YieldMax 60 $12.10B 7.68%
FT Vest 11 $7.46B 4.73%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Neos $397M
JPMorgan $164M
Goldman Sachs $119M
Outflows
YieldMax ($350M)
GraniteShares ($21M)
Roundhill ($13M)

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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.