(SOXY) - Overview

Exchange: US • Country: USA • Currency: USD • Type: Etf • ISIN: (N/A)

Etf: ETF, Options, Income

Total Rating 68
Risk 69
Buy Signal 0.26

Dividends

Dividend Yield 13.14%
Yield on Cost 5y 14.90%
Yield CAGR 5y 0.00%
Payout Consistency 100.0%
Payout Ratio -
Risk 5d forecast
Volatility 34.5%
Relative Tail Risk 0.63%
Reward TTM
Sharpe Ratio 1.22
Alpha 27.95
Character TTM
Beta 1.533
Beta Downside 1.514
Drawdowns 3y
Max DD 30.22%
CAGR/Max DD 1.45

Description: SOXY December 29, 2025

The Tidal Trust II ETF (SOXY) is a U.S.-based, non-diversified fund that primarily invests directly in securities and seeks to boost income through options strategies on those holdings.

Recent data shows SOXY’s 30-day SEC yield at roughly 6.2%, reflecting its high-income focus, while its average option-write premium contributes about 1.4% to total return. The fund’s performance is sensitive to equity market volatility (VIX) and interest-rate trends, as higher volatility expands option premiums but rising rates can compress bond yields that underpin its income component.

For a deeper dive into the fund’s risk-adjusted returns and scenario analysis, you might explore its profile on ValueRay.

What is the price of SOXY shares?

As of February 07, 2026, the stock is trading at USD 66.40 with a total of 5,820 shares traded.
Over the past week, the price has changed by +1.51%, over one month by +5.23%, over three months by +15.51% and over the past year by +48.76%.

Is SOXY a buy, sell or hold?

has no consensus analysts rating.

What are the forecasts/targets for the SOXY price?

Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 83.7 26.1%

SOXY Fundamental Data Overview February 02, 2026

Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 23.2m USD (23.2m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 23.2m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 23.2m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 11.57% (E(23.2m)/V(23.2m) * Re(11.57%) + (debt-free company))
Discount Rate = 11.57% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)

Additional Sources for SOXY ETF

News: Wall Street Journal | Benzinga | Yahoo Finance
Fund Manager Positions: Dataroma | Stockcircle