Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Defiance S&P 500 Enhanced Options 0DTE Income ETF (JEPY)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
11/05/2025: JEPY (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 582.06% | Avg. Invested days 134 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 10.59 - 34.65 | Updated Date 06/30/2025 |
52 Weeks Range 10.59 - 34.65 | Updated Date 06/30/2025 |
Upturn AI SWOT
Tidal Trust II
ETF Overview
Overview
Tidal Trust II is a platform offering various ETFs, each with a distinct focus. The target sector, asset allocation, and investment strategy differ across the various ETFs under the Tidal Trust II umbrella. Each ETF pursues its specific investment objective as outlined in its prospectus.
Reputation and Reliability
Tidal Trust II provides an ETF platform for a variety of fund managers. The reputation and reliability vary based on the specific fund manager responsible for each ETF under the trust.
Management Expertise
Management expertise is dependent on the specific investment advisor or sub-advisor selected for each ETF within Tidal Trust II.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within Tidal Trust II. Refer to the individual ETF's prospectus for its goal.
Investment Approach and Strategy
Strategy: The investment strategy varies widely based on the specific ETF offered by Tidal Trust II. Some ETFs track indexes, while others follow active strategies.
Composition The asset composition (stocks, bonds, commodities, etc.) differs significantly among the various ETFs under the Tidal Trust II platform, aligning with each fund's stated objective.
Market Position
Market Share: Varies significantly depending on the particular ETF within Tidal Trust II; specific share not readily available without ETF name.
Total Net Assets (AUM): Varies significantly depending on the particular ETF within Tidal Trust II; data unavailable without ETF name.
Competitors
Key Competitors
- Vanguard Total Stock Market ETF (VTI)
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core U.S. Aggregate Bond ETF (AGG)
Competitive Landscape
The competitive landscape is highly fragmented. The competitiveness and advantages or disadvantages of individual Tidal Trust II funds depends on the strategy and investments it holds compared to other large ETFs in the market. Some Tidal Trust II funds have niche strategies, and those niche funds may have high competiveness.
Financial Performance
Historical Performance: Historical performance varies based on the specific ETF within Tidal Trust II. Requires specific ticker.
Benchmark Comparison: Benchmark comparison varies based on the specific ETF within Tidal Trust II. Requires specific ticker.
Expense Ratio: Expense ratio varies based on the specific ETF within Tidal Trust II. Requires specific ticker.
Liquidity
Average Trading Volume
Average trading volume is highly variable and fund specific and thus requires a ticker to properly assess liquidity.
Bid-Ask Spread
The bid-ask spread depends on the trading volume and liquidity of the specific ETF; it requires a specific ticker.
Market Dynamics
Market Environment Factors
The economic indicators and market conditions affecting Tidal Trust II funds depend on the investment strategy of the ETF and the sector it focuses on.
Growth Trajectory
Growth trends and patterns depend on the specific ETF's holdings and the performance of its underlying assets. Requires ticker.
Moat and Competitive Advantages
Competitive Edge
The moat and competitive advantages depend on the specific ETF offered on the Tidal Trust II platform. Some funds may possess a unique investment strategy or focus on a niche market, giving them a competitive edge. Superior management and first-mover advantages can also contribute to their competitiveness. The competitiveness of each fund is distinct.
Risk Analysis
Volatility
Volatility will vary depending on the underlying assets within the fund. Requires specific ticker.
Market Risk
The specific risks are associated with each fund's underlying assets which is determined by the particular ETF within Tidal Trust II.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies widely depending on the specific ETF within Tidal Trust II. It caters to a diverse range of investors based on their risk tolerance and investment goals.
Market Risk
Suitability depends on the particular ETF; some are suited for long-term investors, while others are better for active traders or passive index followers.
Summary
Tidal Trust II provides an ETF platform offering a variety of funds. Each ETF has its own investment objective and strategy. Investors should carefully review the prospectus of each individual ETF before investing. The performance, risk profile, and suitability will vary considerably among the different options.
Similar ETFs
Sources and Disclaimers
Data Sources:
- SEC Filings
- ETF.com
- Morningstar
- Issuer Websites
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.
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 is an actively managed exchange-traded fund ("ETF") that seeks current income while maintaining the opportunity for indirect exposure to the value of the index, subject to a limit on potential gains from increases in the value of the index. 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.