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YieldMax™ AMZN Option Income Strategy ETF (AMZY)
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Upturn Advisory Summary
11/05/2025: 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 30.78% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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 to generate monthly income by investing in AMZN stock and using a synthetic covered call strategy.
Reputation and Reliability
YieldMax ETFs are relatively new, so their reputation is still developing. They focus on option income strategies.
Management Expertise
The management team specializes in derivatives and income-generating strategies.
Investment Objective
Goal
To generate monthly income while providing exposure to the price return of Amazon (AMZN) stock.
Investment Approach and Strategy
Strategy: The fund employs a synthetic covered call strategy, using options on AMZN rather than directly owning the stock.
Composition Primarily invests in FLEX options referencing AMZN, with a small allocation to cash or other short-term investments.
Market Position
Market Share: AMZY's market share is small as it's a niche product within the covered call ETF space.
Total Net Assets (AUM): 139814000
Competitors
Key Competitors
- QYLD
- JEPI
- XYLD
- TLTW
Competitive Landscape
The covered call ETF market is competitive. AMZY differentiates itself by focusing solely on AMZN. A key advantage is potentially higher income, but it's tied to AMZN's performance. Disadvantages include higher risk due to the single stock concentration and the complexities of options strategies.
Financial Performance
Historical Performance: Historical performance is limited due to the ETF's recent inception. Data is not available for many prior years.
Benchmark Comparison: A direct benchmark is difficult to define since AMZY's income strategy alters its return profile compared to a simple AMZN investment. The Nasdaq 100 could be used for a rough comparison.
Expense Ratio: 0.99
Liquidity
Average Trading Volume
AMZY's average daily trading volume can vary but is generally moderate, offering sufficient liquidity for most retail investors.
Bid-Ask Spread
The bid-ask spread fluctuates but is generally reasonable, impacting transaction costs minimally.
Market Dynamics
Market Environment Factors
AMZY's performance is affected by AMZN's stock price, implied volatility of AMZN options, and overall market sentiment.
Growth Trajectory
The growth trajectory of AMZY depends on investor demand for single-stock covered call ETFs and the continued interest in income-generating strategies. Changes to strategy may occur depending on option availability and market dynamics.
Moat and Competitive Advantages
Competitive Edge
AMZY's competitive edge lies in its concentrated exposure to Amazon and its promise of high monthly income through options. This differentiates it from broader market covered call ETFs. The appeal is its ability to generate income from a well-known tech stock, which is attractive to income-seeking investors. However, this concentration also increases its risk profile compared to more diversified covered call funds.
Risk Analysis
Volatility
AMZY's volatility is expected to be high due to its concentration in a single stock and the use of options.
Market Risk
AMZY is subject to market risk related to AMZN, changes in options pricing, and the potential for losses from the covered call strategy if AMZN's price declines significantly.
Investor Profile
Ideal Investor Profile
The ideal investor is income-seeking, comfortable with high risk, and has a positive outlook on Amazon's future. They should also understand the complexities of options strategies.
Market Risk
AMZY is best suited for active traders and investors seeking income who are willing to accept significant risks and are comfortable with short-term investment horizons.
Summary
YieldMaxu2122 AMZN Option Income Strategy ETF offers a unique approach to generating income by using options on AMZN. It's designed for risk-tolerant investors who want exposure to Amazon's potential upside while earning monthly income. The fund's performance is closely tied to AMZN's stock price and option market dynamics. While it offers the potential for high income, it also carries substantial risk due to its concentration and the complexities of options trading. Investors should carefully consider their risk tolerance and investment goals before investing.
Similar ETFs
Sources and Disclaimers
Data Sources:
- YieldMax ETFs website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own due diligence before making any investment decisions.
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.