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Save view, at the bottom, keeps this one here QYLD and LQDW · year-to-date · as of Nov 12, 2026 · AUM not scored
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−0.4%+1.4%+0.3%+1.1%+1.7%+15.1%—+9.7%
Peer average−0.8%−2.6%−3.2%+5.2%+5.0%+44.0%+56.0%—
S&P 500 · VOO−0.3%−1.6%−2.2%+11.9%+12.1%+80.1%+73.9%+819.7%
iShares LQDW and Vanguard VOO · total return, dividends in · as of Nov 12, 2026
BLK CSH FND TRBlk Csh Fnd Treasury Sl Agency0.6%
ANHEUSER-BUS0.2%
SPACE EXPLOR0.2%
CVS HEALTH C0.2%
PARAMOUNT SK0.2%
AMAZON.COM I0.1%
T-MOBILE USA0.1%
GOLDMAN SACH0.1%
PFIZER INVES0.1%
META PLATFOR0.1%
META PLATFOR0.1%
PARAMOUNT SK0.1%
SPACE EXPLOR0.1%
META PLATFOR0.1%
BOEING CO 5.0.1%
PARAMOUNT SK0.1%
CITIGROUP IN0.1%
SPACE EXPLOR0.1%
META PLATFOR0.1%
BANK OF AMER0.1%
ABBVIE INC 40.1%
AMAZON.COM I0.1%
BLK CSH FND TRBlk Csh Fnd Treasury Sl Agency0.6%ANHEUSER-BUS0.2%SPACE EXPLOR0.2%CVS HEALTH C0.2%PARAMOUNT SK0.2%AMAZON.COM I0.1%T-MOBILE USA0.1%GOLDMAN SACH0.1%PFIZER INVES0.1%META PLATFOR0.1%META PLATFOR0.1%PARAMOUNT SK0.1%
iShares LQDW · 1 holdings · tile size = share of the fund · as of Nov 12, 2026
+10.9%
+10.9%
$3.4B
First Trust BuyWrite Income
+5.7%
+5.7%
$2.6B
Aptus Collared Income Opportunity
+6.6%
+6.6%
$2.3B
20+ Year Treasury Bond BuyWrite Strategy
−1.1%
−1.1%
$1.6B
Main BuyWrite
+7.1%
+7.1%
$1.5B
Amplify CWP International Enhanced Dividend Income
+8.7%
+8.7%
$1.4B
Global X - Russell 2000 Covered Call
+11.5%
+11.5%
$1.3B
First Trust Nasdaq BuyWrite Income
+14.0%
+14.0%
$998M
Roundhill Nasdaq-100 0DTE Covered Call Strategy
+11.2%
+11.2%
$857M
Horizon Funds - Horizon Managed Risk
+12.1%
+12.1%
$812M
REX FANG & Innovation Equity Premium Income
+0.8%
+0.8%
$655M
EA Series Trust - Castellan Targeted Equity
+20.4%
+20.4%
$613M
Tortoise Capital Series Trust - Energy
+26.3%
+26.3%
$547M
YieldMax Ultra Option Income Strategy
−3.3%
−3.3%
$541M
Covered Calls · current AUM · as of Nov 12, 2026
−0.2%
+10.9%
+14.5%
$3.4B
First Trust BuyWrite Income ETF
−0.5%
+5.7%
+6.4%
$2.6B
Aptus Collared Income Opportunity ETF
−0.3%
+6.6%
+5.5%
$2.3B
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
−0.4%
+1.1%
+1.7%
$343M
#52 of 70 this year · #4 cheapest of 90 · sorted by assets
LQDW and its peer group · total return · as of Nov 12, 2026
Anheuser-Busch Companies Llc 4.90% 02/01/2046
0.18%
3SPACE Space Exploration Technologies Cor 144a 5.35% 07/15/20310.18%
4CVS HECvs Health 5.05% 03/25/20480.16%
5PARAMOParamount Skydance 144a 7.05% 10/15/20310.16%
6AMAZONAmazon. 4.88% 03/13/20360.14%
7T-MOBIT-Mobile Usa 3.88% 04/15/20300.14%
8GOLDMAGoldman Sachs Group /the 6.75% 10/01/20370.14%
9PFIZERPfizer Investment Enterprises Pte 5.30% 05/19/20530.13%
10META PMeta Platforms 4.88% 11/15/20350.13%
iShares LQDW · weight in the fund · as of Nov 12, 2026
BLK CSH FND TRBlk Csh Fnd Treasury Sl Agency0.6%ANHEUSER-BUS0.2%SPACE EXPLOR0.2%CVS HEALTH C0.2%PARAMOUNT SK0.2%AMAZON.COM I0.1%T-MOBILE USA0.1%GOLDMAN SACH0.1%PFIZER INVES0.1%META PLATFOR0.1%META PLATFOR0.1%PARAMOUNT SK0.1%SPACE EXPLOR0.1%META PLATFOR0.1%BOEING CO 5.0.1%PARAMOUNT SK0.1%CITIGROUP IN0.1%SPACE EXPLOR0.1%META PLATFOR0.1%BANK OF AMER0.1%ABBVIE INC 40.1%AMAZON.COM I0.1%
BLK CSH FND TRBlk Csh Fnd Treasury Sl Agency0.6%ANHEUSER-BUS0.2%SPACE EXPLOR0.2%CVS HEALTH C0.2%PARAMOUNT SK0.2%AMAZON.COM I0.1%
iShares LQDW · 1 holdings · tile size = share of the fund · as of Nov 12, 2026
+0.5 pts
QYLD and LQDW · year-to-date · as of Nov 12, 2026 · AUM not scored
LQDWAvsBPeer average
1D−0.4%−0.8%
1M+1.4%−2.6%
3M+0.3%−3.2%
YTD+1.1%+5.2%
1Y+1.7%+5.0%
3Y+15.1%+44.0%
5Y[…]+56.0%
3–3level
89 Covered calls peers · each row scaled to its leader
T-MOBILE USA0.1%
GOLDMAN SACH0.1%
PFIZER INVES0.1%
META PLATFOR0.1%
META PLATFOR0.1%
PARAMOUNT SK0.1%