Income funds built on MSFT
3 active income funds that track MSFT, ranked by DT Score, then yield. For reference, MSFT itself returned +7.7% (with dividends) over the last year.
| Fund | Category | Fwd rate | 12m yield | 1Y total ret. | Earned % 1Y | Upside capt. | Downside capt. | Tracking | DT Score | Momentum | Trend |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFO YieldMax MSFT Option Income Strategy ETF | Single-Stock Option Income | 29.9% | 37.2% | +2.4% | 3% | 86% | 85% | Closely | 36 | 72 | Mixed |
| MSFW Roundhill MSFT WeeklyPay ETF | Leveraged Income | 26.4% | 28.8% | -1.0% | -15% | 121% | 123% | Closely | 31 | 81 | Uptrend |
| MSFY Kurv Yield Premium Strategy Microsoft ETF | Single-Stock Option Income | 12.1% | 18.9% | -2.9% | -29% | 105% | 109% | Closely | 30 | 87 | Uptrend |
How to read this: upside capture is the share of MSFT's gains a fund caught on up days; downside capture is the share of its losses it took on down days. A fund with 60% upside and 90% downside gives up more on the way up than it saves on the way down. Earned % shows whether the payout was covered by total return.
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