(SOXY) Tidal Trust II - Ratings and Ratios

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

ETF, Options, Income

Dividends

Dividend Yield 13.11%
Yield on Cost 5y 14.33%
Yield CAGR 5y 0.00%
Payout Consistency 100.0%
Payout Ratio -
Risk via 5d forecast
Volatility 26.3%
Value at Risk 5%th 42.9%
Relative Tail Risk -0.84%
Reward TTM
Sharpe Ratio 1.17
Alpha 15.71
CAGR/Max DD 1.40
Character TTM
Hurst Exponent 0.395
Beta 1.552
Beta Downside 1.589
Drawdowns 3y
Max DD 30.22%
Mean DD 5.59%
Median DD 2.88%

Description: SOXY Tidal Trust II 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 January 15, 2026, the stock is trading at USD 64.66 with a total of 6,622 shares traded.
Over the past week, the price has changed by +1.44%, over one month by +11.28%, over three months by +14.29% and over the past year by +46.82%.

Is SOXY a buy, sell or hold?

Tidal Trust II 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 80.4 24.4%

SOXY Fundamental Data Overview January 11, 2026

Beta = 0.0
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 = 17.4m USD (17.4m + (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 17.4m)
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 17.4m / 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 = 11.63% (E(17.4m)/V(17.4m) * Re(11.63%) + (debt-free company))
Discount Rate = 11.63% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)

Additional Sources for SOXY ETF

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