Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
YieldMax™ AMZN Option Income Strategy ETF (AMZY)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/11/2025: AMZY (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 36.25% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/11/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 11.77 - 16.86 | Updated Date 06/30/2025 |
52 Weeks Range 11.77 - 16.86 | Updated Date 06/30/2025 |
Upturn AI SWOT
YieldMax™ AMZN Option Income Strategy ETF
ETF Overview
Overview
The YieldMaxu2122 AMZN Option Income Strategy ETF (AMZY) seeks current income by investing in options on Amazon (AMZN) common stock. It employs a strategy of selling covered calls to generate income, foregoing potential upside gains in AMZN.
Reputation and Reliability
YieldMax ETFs are relatively new, specializing in covered call strategies. They are building a reputation for high income potential.
Management Expertise
The management team focuses on derivative strategies, specifically option writing to generate income.
Investment Objective
Goal
To generate current income by selling call options on Amazon (AMZN) common stock.
Investment Approach and Strategy
Strategy: The ETF uses a synthetic covered call strategy by writing (selling) call options on AMZN stock. This limits upside participation in AMZN but generates income from the option premiums.
Composition The ETF primarily holds short-dated call options on AMZN and potentially other liquid assets like cash or money market instruments.
Market Position
Market Share: Data not readily available, since this is a niche product.
Total Net Assets (AUM): 214867986
Competitors
Key Competitors
- T-REX 2X Long AMZN Daily Target ETF (AMZU)
- GraniteShares 2x Long AMZN Daily ETF (FAMZ)
Competitive Landscape
The competitive landscape involves leveraged Amazon-related ETFs or other covered call funds on different underlyings. AMZY's advantage lies in its explicit focus on generating income from AMZN options, while competitors focus on leveraged returns. AMZY's disadvantage is limited upside potential compared to owning AMZN directly or using leverage.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's short history. Requires a longer time frame to assess.
Benchmark Comparison: The ETF's performance should be compared to a covered call strategy benchmark on AMZN, not just AMZN itself.
Expense Ratio: 0.99
Liquidity
Average Trading Volume
The average trading volume is moderate, offering sufficient liquidity for most investors, but not large institutions.
Bid-Ask Spread
The bid-ask spread is generally reasonable, but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
The ETF's performance is affected by AMZN stock price volatility, interest rates, and the demand for options.
Growth Trajectory
Growth is tied to interest in income-generating strategies and the performance of AMZN. No significant strategy changes are expected.
Moat and Competitive Advantages
Competitive Edge
AMZY provides a unique income strategy centered around AMZN, appealing to investors seeking yield. The ETF's specific focus on AMZN allows for targeted income generation. Its structure is transparent, disclosing its option strategy. Other similar ETFs may not be solely dedicated to Amazon, reducing the targeted income opportunities.
Risk Analysis
Volatility
The ETF's volatility is influenced by AMZN's volatility and the option strategy used. Option strategies may reduce overall volatility but will forgo large upside gains.
Market Risk
The primary market risk is tied to the performance of AMZN. A significant decline in AMZN's stock price would negatively impact the ETF's value.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking current income, willing to forgo potential capital appreciation in AMZN, and understands option strategies.
Market Risk
This ETF is suitable for income-seeking investors and active traders who are familiar with options and can tolerate moderate risk.
Summary
YieldMaxu2122 AMZN Option Income Strategy ETF (AMZY) aims to provide current income through a covered call strategy on AMZN. It is suitable for investors seeking income and are aware of option dynamics. The ETF's performance is highly linked to AMZN's price fluctuations. Investors should carefully consider the risks and limitations of the strategy. The historical information is too short to properly gauge the ETF's sustainability and long-term outlook.
Peer Comparison
Sources and Disclaimers
Data Sources:
- YieldMax ETFs Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on available information and is not financial advice. Investors should conduct their own due diligence before investing.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About YieldMax™ AMZN Option Income Strategy ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will employ its investment strategy as it relates to AMZN regardless of whether there are periods of adverse market, economic, or other conditions and will not seek to take temporary defensive positions during such periods. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.