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NAV Erosion and Return of Capital (ROC) Explained


Finance

NAV Erosion and Return of Capital (ROC) Explained

Date: 2025-07-20 11:45:01

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What exactly is Return of Capital (ROC) in high-income ETFs, and should you be worried about NAV Erosion?

In this clip from my full interview with Mike Venuto, Co-Founder and CIO of Tidal Financial Group, the company behind many of the most popular income ETFs like YieldMax and Defiance, we break down two of the most misunderstood concepts in derivative-based income ETFs:
Return of Capital (ROC) and
NAV Erosion

Mike explains:
✅ What Return of Capital really means
✅ Why ROC is not always destructive
✅ The difference between NAV erosion and payout strategy
✅ How ROC is used in covered call and options-based ETFs
✅ What investors should watch for when buying high-yield ETFs

This is a must-watch if you invest in income ETFs, covered call funds, or are curious about funds from YieldMax, Defiance, NEOS, and others!

Here is the full interview: https://youtu.be/JsQzobJ-fYw

Be sure to like, subscribe, and check out the full interview on the Dividend Stockpile channel for more insights on income investing.

#ReturnOfCapital #ROC #NAVerosion #YieldMax

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