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YieldMax DIS Option Income Strategy ETF (DISO)
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Upturn Advisory Summary
11/13/2025: DISO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 6.24% | Avg. Invested days 42 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 10.56 - 15.09 | Updated Date 06/28/2025 |
52 Weeks Range 10.56 - 15.09 | Updated Date 06/28/2025 |
Upturn AI SWOT
Tidal Trust II
ETF Overview
Overview
The YieldMax DIS Option Income Strategy ETF (DISO) is designed to generate monthly income by investing in options contracts on Disney (DIS) stock. It employs a synthetic covered call strategy aiming to provide income while limiting upside potential. DISO focuses on the communication services sector.
Reputation and Reliability
YieldMax is a relatively new issuer specializing in option income strategy ETFs. Their reputation is building, and their reliability is still being established.
Management Expertise
The management team focuses on income generation through options strategies. Expertise is in derivatives and structured products.
Investment Objective
Goal
Generate monthly income by selling call options on Disney (DIS) stock.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but rather implements a synthetic covered call strategy on DIS.
Composition The ETF primarily holds options contracts and money market instruments. Its performance is directly linked to the price movements and option premiums of Disney (DIS) stock.
Market Position
Market Share: Data unavailable for granular market share comparison, as DISO's strategy is relatively unique.
Total Net Assets (AUM): 104497400
Competitors
Key Competitors
- JEPI
- QYLD
- XYLD
Competitive Landscape
The competitive landscape for income-generating ETFs is broad. DISO differentiates itself through its focus solely on Disney stock. Competitors offer broader market exposure or different underlying assets. DISO may have higher income potential but also higher risk tied to a single stock.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's relatively short history. Past performance does not guarantee future results.
Benchmark Comparison: Comparing DISO to a broad market index is not relevant due to its specific option income strategy.
Expense Ratio: 0.99
Liquidity
Average Trading Volume
The average trading volume is moderate, which may impact execution costs.
Bid-Ask Spread
The bid-ask spread can fluctuate depending on market conditions, potentially affecting trading costs.
Market Dynamics
Market Environment Factors
Disney's stock performance, interest rates, and overall market volatility significantly impact DISO. Option premiums fluctuate based on these factors.
Growth Trajectory
Growth depends on Disney's stock volatility and the ETF's ability to generate income through option premiums. Changes in options strategy would be disclosed.
Moat and Competitive Advantages
Competitive Edge
DISO's competitive advantage lies in its focused income generation strategy tied to Disney. It provides a specific income stream for investors bullish on DIS or seeking to generate income from its volatility. This niche focus differentiates it from broad-based income ETFs. However, this also makes it highly dependent on Disney's stock performance and susceptible to stock-specific risks.
Risk Analysis
Volatility
DISO is expected to exhibit moderate to high volatility due to its option-based strategy and single-stock focus. The volatility will mirror that of Disney stock.
Market Risk
Market risk is significant, as DISO's performance is directly linked to Disney's stock performance. Specific company risks and sector risks also apply.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking income and has a bullish or neutral outlook on Disney (DIS). They understand and are comfortable with options strategies and the risks associated with single-stock exposure.
Market Risk
DISO is more suitable for active traders or those seeking income generation rather than long-term, passive index followers. It may not be suitable for risk-averse investors.
Summary
The YieldMax DIS Option Income Strategy ETF (DISO) aims to generate monthly income by employing a synthetic covered call strategy on Disney stock. This ETF is best suited for investors seeking income generation with a specific view on Disney and are comfortable with risks associated with options and single-stock exposure. DISO's performance is highly dependent on Disney's stock performance and options market conditions. With a high expense ratio and limited history, thorough due diligence is crucial.
Similar ETFs
Sources and Disclaimers
Data Sources:
- YieldMax ETFs website
- ETF.com
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investing in ETFs involves risks, including the potential loss of principal. Consult with a qualified financial advisor 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 Tidal Trust II
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund advisor will employ its investment strategy as it relates to DIS regardless of whether there are periods of adverse market, economic, or other conditions and will not take temporary defensive positions during such periods. The fund is non-diversified.
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