The YieldMax Tesla Option Income Strategy ETF closed 2025 with a distribution rate of 50.21%, delivering weekly paychecks on a stock that does not pay a dividend. Investors should note, however, that the fund’s covered-call strategy capped upside participation: Tesla shares plunged 9.75% in one week after fourth-quarter delivery disappointments, while the YieldMax ETF fell 10.69% that same week and 3.14% on the final trading day. For income seekers who still want growth-stock exposure without such extreme yield volatility, the $7.41 billion NEOS Nasdaq-100 High Income ETF pays 14.01% monthly and suffered a maximum drawdown nearly 300 basis points smaller than the Nasdaq-100 over the past year.

Tesla’s deliveries fell 8.5% in 2025 after a noisy Model Y refresh (Juniper) shifted production and buyers waited for the new midsize SUV. The Model Y alone represents more than a quarter of U.S. EV sales, making its temporary supply constraints the primary driver of the annual decline. Deliveries in the fourth quarter annualize to 1.67 million units, while the second half of 2025 annualizes to 1.83 million—bracketing Wall Street’s 1.75 million-unit consensus for 2026. With the Juniper rollout now global and federal tax-credit distortions fading, industry analysts expect EV deliveries to return to growth next year, reinforcing Tesla’s scale economics and margin expansion potential.