Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
YieldMax Target 12 Big 50 Option Income ETF(BIGY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BIGY
10/14/2026: BIGY (3-star) is a STRONG-BUY. BUY for 65 days. Simulated Profits (2.44%). Updated daily EoD!
BIGY is an actively managed ETF that provides synthetic exposure to 50 large-cap US stocks while utilizing a covered call strategy to generate high monthly income. It is best suited for investors seeking consistent cash flow who are comfortable with the high volatility associated with derivative strategies. Its main strength lies in its ability to monetize volatility, though this comes at the cost of capped upside potential and a high expense ratio. Investors should monitor market volatility levels and interest rate trends as these are primary drivers of the fund’s performance and distribution yields. This fund is not designed for long-term capital appreciation and carries significant downside market risk.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The covered call strategy inherently limits capital appreciation during strong bull markets. |
| Momentum investor | Mixed fit | This fund is generally better suited for range-bound markets rather than aggressive momentum. |
| Value investor | Mixed fit | The income focus may appeal to value investors, though the underlying strategy is derivative-based. |
| Dividend/Income investor | Strong fit | The fund is explicitly designed to maximize monthly cash distributions for income-seeking portfolios. |
| Low-risk investor | Weak fit | Derivative strategies involve high volatility and the potential for significant loss of principal. |
Investor Profile
Ideal Investor Profile
The ideal investor is an income-seeking individual, likely in retirement or a decumulation phase, who prioritizes current cash flow over capital preservation or long-term growth.
Suitability
This ETF is best suited for income-oriented investors who understand the risks of derivative-based strategies and are looking for monthly income in a range-bound or moderate market.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The use of options and synthetic exposure leads to significant price swings. |
| Market risk | High | The fund is fully exposed to the price movements of the underlying basket of 50 stocks. |
| Concentration | Medium | While holding 50 stocks provides diversification, the derivative strategy creates specific concentration risks. |
| Tracking/expense | Medium | High expense ratios and complex option management can impact net returns. |
| Liquidity | Medium | Option-based funds may face liquidity challenges during periods of extreme market stress. |
| Business/sector quality | Medium | Performance relies on the management's ability to execute complex option trades effectively. |
Risk Analysis
Volatility
BIGY experiences high historical volatility due to the leveraged nature of the synthetic positions and the dynamic movement of the underlying 50 large-cap stocks.
Market Risk
The fund is subject to the total market risk of its underlying assets, meaning it will participate in downside market moves while having upside participation capped.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Derivatives | Synthetic exposure to 50 large-cap US equities via option contracts | 95 | This synthetic position replicates the price movement of a diversified basket of 50 large companies to facilitate call option writing. |
| Cash/collateral | US Treasury Bills and Cash Equivalents | 5 | These assets serve as the underlying collateral to support the fund's option trading activities. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 21.12% | Avg. Invested days 72 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/14/2026 |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.