YieldMax COIN Option Income Strategy ETF (CONY) Calculator

Calculate net profit, break-even price, and average down cost for CONY

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How to Calculate YieldMax COIN Option Income Strategy ETF (CONY) Investment Returns

CONY generates ultra-high yields from Coinbase options. Track your CONY cost basis and real returns.

YieldMax COIN Option Income Strategy ETF (CONY) — Dividend Investment Tracking

YieldMax COIN Option Income Strategy ETF is popular among income-focused investors. Tracking your cost basis accurately is essential for calculating your true yield and tax efficiency.

Why Dividend Investors Need Position Calculators

  • DRIP (Dividend Reinvestment Plan): Each reinvested dividend creates a new buy lot at a different price, changing your average cost
  • Ex-Dividend Date Impact: Stock price typically drops by the dividend amount on the ex-date — your average cost gets diluted
  • Yield on Cost: Your true yield depends on your average purchase price, not the current market price
  • Tax-Lot Optimization: Knowing your exact cost basis per lot helps minimize capital gains taxes when selling

Understanding High-Yield ETF Returns

Some income ETFs like YieldMax products offer annual yields above 50%, but this often comes from option premium and return of capital — not pure profit. Tracking your total return (price change + dividends received) versus just the yield percentage gives a much clearer picture. Our calculator helps you compute the break-even price factoring in all dividends received.

Why Use BasisPoint for CONY?

  • Instant Calculations: See your net profit, break-even price, and ROI in real time.
  • Tax Presets: Auto-apply capital gains tax rates for US, Korea, Japan, UK, Spain, and more.
  • Average Down Tracking: Add multiple buy positions to see your true average cost.
  • Privacy-First: All calculations run locally in your browser. No data is ever sent to any server.
  • Share Results: Export your calculation as a shareable image with one click.

Frequently Asked Questions — YieldMax COIN Option Income Strategy ETF (CONY)

How do I calculate my true CONY yield?▼
Your "yield on cost" for CONY = (Annual Dividend Per Share ÷ Your Average Buy Price) × 100. This is different from the advertised yield, which uses the current market price. If you bought CONY at $12 and it's now $14, your yield on cost is higher than the current stated yield. Use our calculator to track your exact average buy price across all purchases and DRIP reinvestments.
How do DRIP reinvestments affect my CONY average cost?▼
Each dividend reinvestment creates a new "buy lot" at a different price, gradually changing your average cost. Over months and years, these micro-purchases add up. For example, if CONY pays monthly dividends and you reinvest each one, you'll have 12+ additional buy lots per year. Our Average Down calculator lets you add all these positions to see your true weighted average cost.
Is CONY's ultra-high yield sustainable?▼
YieldMax ETFs like CONY generate income primarily from option premiums, not traditional dividends. While yields can exceed 50% annually, this often comes with NAV erosion — the share price declines over time. Your total return (price change + dividends) may be lower than the headline yield suggests. Track your cost basis carefully to understand your real returns.
What is the tax treatment of CONY dividends?▼
CONY dividends are typically taxed as "qualified dividends" (15%–20% for US investors) if held for 60+ days. However, YieldMax ETF distributions often include return of capital (ROC) and short-term capital gains, which are taxed at higher ordinary income rates. Check your 1099-DIV carefully.
When does CONY's ex-dividend date affect my calculations?▼
On the ex-dividend date, CONY's price typically drops by approximately the dividend amount. If you buy before the ex-date, you receive the dividend but buy at a higher price. If you buy on/after the ex-date, you get a lower price but no dividend that period. Either way affects your average cost calculation — our calculator helps you track the net effect on your position's break-even point.
Should I reinvest CONY dividends or take cash?▼
Reinvesting (DRIP) compounds your CONY position over time, but lowers your average cost tracking complexity. Taking cash provides income but doesn't grow your share count. At a price of ~$14, and with CONY's high yield, reinvesting means adding shares rapidly — but remember, NAV erosion may offset this growth. Calculate your total return carefully.