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Upturn AI SWOT - About
YieldMax™ Universe Fund of Option Income ETFs (YMAX)
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Upturn Advisory Summary
08/29/2025: YMAX (2-star) is currently NOT-A-BUY. Pass it for now.
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 7.97% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 9.56 - 13.70 | Updated Date 06/30/2025 |
52 Weeks Range 9.56 - 13.70 | Updated Date 06/30/2025 |
Upturn AI SWOT
YieldMax™ Universe Fund of Option Income ETFs
ETF Overview
Overview
The YieldMaxu2122 Universe Fund of Option Income ETFs seeks to generate income by investing in a diversified portfolio of other YieldMax ETFs, primarily employing a covered call option strategy on those underlying holdings.
Reputation and Reliability
YieldMax is a relatively new entrant in the ETF market, specializing in option income strategies. Their reputation is still developing.
Management Expertise
The management team has experience in options trading and ETF management, focused on generating income through derivatives.
Investment Objective
Goal
To provide current income and exposure to a portfolio of YieldMax ETFs, utilizing a covered call strategy on the underlying holdings.
Investment Approach and Strategy
Strategy: The ETF invests in other YieldMax ETFs and employs a covered call option writing strategy on those holdings. It does not track a specific index.
Composition The ETF primarily holds other YieldMax ETFs and cash. Its composition changes based on the allocation across YieldMax ETFs.
Market Position
Market Share: Data not publicly available to calculate market share as a universe fund of similar ETFs is nascent.
Total Net Assets (AUM): Data not publicly available.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape is unique as this is a fund of YieldMax ETFs. Competitors would be other income-generating ETFs or funds of funds, but not directly comparable. Advantages include simplified access to a diversified income portfolio. Disadvantages include additional layer of fees.
Financial Performance
Historical Performance: Performance data is limited due to the ETF's relatively short trading history. Past performance is not indicative of future results.
Benchmark Comparison: A meaningful benchmark comparison is challenging because the ETF does not track a standard index. Performance should be compared to other income-generating strategies.
Expense Ratio: Data not publicly available.
Liquidity
Average Trading Volume
The ETF's liquidity is dependent on its average trading volume, which might be lower than more established ETFs. Data not publicly available.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading and can vary depending on trading volume and market conditions. Data not publicly available.
Market Dynamics
Market Environment Factors
Market conditions affecting income-generating strategies, volatility levels, and the performance of the underlying YieldMax ETFs influence this ETF.
Growth Trajectory
Growth depends on the performance of underlying YieldMax ETFs and the demand for income-generating investment strategies. Changes in strategy and holdings are dictated by YieldMax.
Moat and Competitive Advantages
Competitive Edge
The ETF's competitive edge lies in providing a simplified, diversified access point to YieldMax's suite of income-generating ETFs. This eliminates the need for investors to individually select and manage multiple YieldMax ETFs. It offers potential for enhanced income through its covered call strategy. However, it does add an additional layer of fees on top of the underlying ETFs' expense ratios.
Risk Analysis
Volatility
Volatility is influenced by the volatility of the underlying YieldMax ETFs and the covered call strategy. Covered call strategies can limit upside potential.
Market Risk
Market risk stems from potential declines in the value of the underlying YieldMax ETFs and changes in option premiums. Interest rate risk and credit risk are also relevant.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking high current income, comfortable with options-based strategies, and understands the risks associated with leveraged or volatile assets. It suits investors willing to accept limited upside potential for income.
Market Risk
This ETF is more suitable for income-seeking investors who understand options strategies and are comfortable with potentially higher risk. It is less suitable for long-term growth investors.
Summary
The YieldMaxu2122 Universe Fund of Option Income ETFs is designed for investors seeking high current income through a diversified portfolio of YieldMax ETFs and a covered call strategy. It offers simplified access to various income-generating strategies within the YieldMax family. Investors should be aware of the additional layer of fees and potential limitations on upside gains. The fund's performance relies heavily on the underlying YieldMax ETFs and options market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- YieldMax ETFs website
- Various ETF databases.
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Consult with a financial advisor before making any investment decisions. Past performance is not indicative of future results.
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™ Universe Fund of Option Income ETFs
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is a "fund of funds," meaning that it primarily invests its assets in the shares of other ETFs, rather than in securities of individual companies. In addition, from time to time, the fund may invest directly in the securities and financial instruments in which one or more Underlying YieldMax" ETF invests. 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.