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EGGY
-2.57 · -6.81%
$35.22 · NYSE ARCA

NestYield Dynamic Income ETF (EGGY) ETF Analysis | Equity Hedged

NestYield · USA
AUM:$84.8M
#– of – in Equity Hedged ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 15.1% over the past year, showing positive momentum.

What is EGGY?

The fund"s strategy involves two components: (1) purchasing a portfolio of equity securities either directly, or "synthetically" by using options to gain exposure to one or more equity securities; and (2) generating high income while hedging against very large stock market declines through an options portfolio.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
EGGY delivered 15.1% over the past year. Historical returns only — past performance is not indicative of future results.
Concentrated Holdings
Top 10 holdings account for 61.5% of the ETF — significant weight in a small number of names.
Notable Dividend Yield
Current yield of 28.95% provides a meaningful income component alongside market exposure.
ETF Information
AUM$84.8M
Expense Ratio0.00%
Dividend Yield28.95%
Holdings22
Inception DateDec 2024
Domicile–
Distribution–
Index–
ProviderNestYield
Beta–
CategoryEquity Hedged
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-0.7%
1Y
+0.6%
3Y
+15.5%
5Y
+15.5%
OpenBook InsightIf you had invested £10,000 in EGGY 5 years ago, it would have grown to £11,547 — a gain of £1,547.

Annual Returns

Calendar year performance

EGGY delivered positive returns in 2 of the last 3 calendar years.
YearEGGY
2026 YTD+0.1%
2025+16.2%
2024-1.2%
CAGR 2yr+7.1%
2/3 positive yearsAvg return: +5.0%Worst year: -1.2% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
65.6%
Very High
Momentum
-4.3%
30-day change
Support Level
32.32
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Elevated volatility indicates higher short-term price variability and risk.
  • Monitor key support and resistance levels as part of broader risk assessment.
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