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YieldMax Dorsey Wright Featured 5 Income ETF (FEAT)
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Upturn Advisory Summary
07/08/2025: FEAT (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 9.92% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/08/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 27.43 - 39.99 | Updated Date 06/6/2025 |
52 Weeks Range 27.43 - 39.99 | Updated Date 06/6/2025 |
Upturn AI SWOT
YieldMax Dorsey Wright Featured 5 Income ETF
ETF Overview
Overview
The YieldMax Dorsey Wright Featured 5 Income ETF (YFDW) aims to generate income by investing in a portfolio of five stocks identified by Dorsey Wright's proprietary relative strength methodology. The ETF utilizes a covered call strategy to enhance income generation.
Reputation and Reliability
YieldMax is a relatively new issuer specializing in income-generating ETFs using options strategies. Their reputation is building as they launch more products.
Management Expertise
The management team combines expertise in options strategies and relative strength investing.
Investment Objective
Goal
The primary investment objective is to provide current income.
Investment Approach and Strategy
Strategy: YFDW employs a covered call strategy on a portfolio of five stocks selected based on Dorsey Wright's relative strength rankings.
Composition The ETF holds a concentrated portfolio of five U.S. listed stocks with covered call options overlaid on the stock positions.
Market Position
Market Share: YFDW is a relatively small ETF, its market share within the covered call ETF sector is low compared to the bigger and older ETFs. The ETF's market share of the covered call ETF sector is still low.
Total Net Assets (AUM): 3946000
Competitors
Key Competitors
- Global X NASDAQ 100 Covered Call ETF (QYLD)
- JPMorgan Equity Premium Income ETF (JEPI)
- Amplify CWP Enhanced Dividend Income ETF (DIVO)
Competitive Landscape
The covered call ETF market is competitive. YFDW differentiates itself by using a Dorsey Wright relative strength approach to select the underlying stocks. Its concentrated portfolio of 5 stocks may lead to higher volatility compared to more diversified covered call ETFs. Established players like QYLD and JEPI have significant AUM and brand recognition.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's short trading history. Limited historical data is available to assess performance.
Benchmark Comparison: A suitable benchmark comparison is difficult as the ETF has a unique strategy that blends covered calls and relative strength stock selection. Comparing to a covered call index or an equity index may be appropriate.
Expense Ratio: 0.99
Liquidity
Average Trading Volume
The average daily trading volume is low, which can impact execution costs.
Bid-Ask Spread
The bid-ask spread can be relatively wide, reflecting the lower trading volume.
Market Dynamics
Market Environment Factors
Economic conditions, market volatility, and interest rate movements can all impact the ETF's performance. The performance of the top 5 stocks chosen by Dorsey Wright directly affects the ETF.
Growth Trajectory
Future growth will depend on the ETF's ability to attract assets and generate consistent income. The ETFu2019s strategy may change or adapt over time.
Moat and Competitive Advantages
Competitive Edge
YFDW's competitive advantage lies in its combination of Dorsey Wright's relative strength methodology for stock selection and covered call strategy for income generation. This blend differentiates it from broad-based covered call ETFs. However, the concentrated portfolio exposes investors to company-specific risk. The covered call strategy limits upside potential.
Risk Analysis
Volatility
The ETF's volatility may be higher than broader market ETFs due to the concentrated portfolio of 5 stocks and the use of options.
Market Risk
The ETF is exposed to market risk, particularly the risk associated with the underlying stocks and the options market.
Investor Profile
Ideal Investor Profile
YFDW may be suitable for investors seeking current income and who understand the risks associated with covered call strategies and concentrated portfolios.
Market Risk
The ETF may be appropriate for investors seeking income but not suitable for risk-averse investors or those seeking significant capital appreciation.
Summary
The YieldMax Dorsey Wright Featured 5 Income ETF is designed to generate income through a covered call strategy on a portfolio of five stocks selected using Dorsey Wright's relative strength methodology. Its concentrated portfolio can lead to higher volatility. The ETF faces competition from established covered call ETFs with larger AUM. Investors should carefully consider the risks before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- YieldMax ETFs Website
- ETF.com
- Morningstar
- Seeking Alpha
Disclaimers:
This analysis is for informational purposes only and should not be considered investment 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 Dorsey Wright Featured 5 Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index uses the Nasdaq Dorsey Wright Relative Strength Matrix methodology (the "Dorsey Wright methodology") to select the securities included in the index. The Advisor attempts to invest all, or substantially all, of its assets in the index constituents that make up the index. The fund is non-diversified.
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