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 BRK.B Option Income Strategy ETF(BRKC)
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 BRKC
10/14/2026: BRKC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
BRKC is an actively managed ETF that utilizes a synthetic covered call strategy to provide monthly income derived from Berkshire Hathaway (BRK.B) volatility. Its main strength is the ability to generate cash flow from a non-dividend-paying stock, making it attractive for income-focused investors, though it carries a high expense ratio of 0.99%. The fund acts as an income-generation tool rather than a capital-appreciation vehicle, as the option strategy caps potential upside gains. Key risks include significant exposure to BRK.B price declines and the inherent complexity of synthetic option positions. It is best suited for income investors who understand derivative risks and specifically want to monetize BRK.B volatility.
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 caps potential upside, limiting participation in BRK.B's long-term capital appreciation. |
| Momentum investor | Mixed fit | While it reacts to BRK.B price action, the strategy is better suited for range-bound markets rather than strong upward trends. |
| Value investor | Mixed fit | Income-oriented value investors may find the monthly yield attractive, though it does not provide traditional dividends. |
| Dividend/Income investor | Strong fit | This fund is specifically designed for investors seeking high monthly income distributions from a high-quality underlying asset. |
| Low-risk investor | Weak fit | Derivative strategies involving synthetic positions and options carry significant complexity and risk that may not align with low-risk goals. |
Investor Profile
Ideal Investor Profile
Income-focused investors who are neutral to slightly bullish on Berkshire Hathaway and prioritize monthly cash flow over total capital appreciation.
Suitability
Best for income-oriented portfolios where the investor understands the risks of synthetic derivative strategies and is seeking yield from a specific company.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The income generated is tied to the implied volatility of BRK.B, which can be unpredictable. |
| Market risk | Medium / high | The fund is subject to the price movements of Berkshire Hathaway stock. |
| Concentration | High | Exposure is concentrated entirely on a single company, Berkshire Hathaway. |
| Tracking/expense | Medium | The high expense ratio of 0.99% acts as a drag on net returns. |
| Liquidity | Medium | Lower trading volumes relative to major ETFs can result in wider bid-ask spreads during market stress. |
| Business/sector quality | Low | The underlying asset (BRK.B) is a high-quality conglomerate, but this does not protect the derivative strategy from losses. |
Risk Analysis
Volatility
BRKC exhibits high historical volatility due to its reliance on the price movements of a single stock and the use of options, which can fluctuate wildly.
Market Risk
The fund is directly exposed to Berkshire Hathaway's idiosyncratic risks and overall market downturns, with limited downside protection.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | Synthetic Berkshire Hathaway (BRK.B) position | 95 | This synthetic position provides exposure to BRK.B price movements without directly holding the common stock. |
| Cash/collateral | US Treasury Bills / Cash Equivalents | 5 | Cash and high-quality liquid assets serve as collateral for the fund's option overlay strategy. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 2.99% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| 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.