Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
YieldMax™ Short N100 Option Income Strategy ETF (YQQQ)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/24/2025: YQQQ (1-star) is currently NOT-A-BUY. Pass it for now.
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 3.09% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 14.23 - 17.87 | Updated Date 06/28/2025 |
52 Weeks Range 14.23 - 17.87 | Updated Date 06/28/2025 |
Upturn AI SWOT
YieldMax™ Short N100 Option Income Strategy ETF
ETF Overview
Overview
The YieldMaxu2122 Short N100 Option Income Strategy ETF (YNSO) seeks to generate income by selling short-dated covered calls on the Nasdaq-100 Index (N100). The fund focuses on a covered call strategy, primarily on the Nasdaq-100, aiming to provide monthly income.
Reputation and Reliability
YieldMax is a relatively new player in the ETF market, specializing in option income strategies. Their reliability is still being established.
Management Expertise
The management team has experience in options trading and ETF management, focusing on income generation strategies.
Investment Objective
Goal
To generate monthly income by selling short-dated covered calls on the Nasdaq-100 Index.
Investment Approach and Strategy
Strategy: The ETF employs a strategy of selling short-dated covered calls on the Nasdaq-100 Index (N100).
Composition The ETF primarily invests in options contracts on the Nasdaq-100 Index.
Market Position
Market Share: YNSO is a niche player in the covered call ETF market.
Total Net Assets (AUM): 67720800
Competitors
Key Competitors
- QYLD
- XYLD
- JEPI
- JEPQ
Competitive Landscape
The covered call ETF market is competitive. YNSO's advantage lies in its focus on the Nasdaq-100 and a potentially higher income generation strategy. A disadvantage is its relatively small AUM compared to established players, and higher expense ratio.
Financial Performance
Historical Performance: Due to its relatively short existence (Inception Date: 2022-11-22), long-term historical performance data is limited. Investors should review its performance since inception.
Benchmark Comparison: The ETF's performance should be compared to the Nasdaq-100 Index and other covered call ETFs.
Expense Ratio: 0.99
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which could impact trade execution, but is generally sufficient for most investors.
Bid-Ask Spread
The bid-ask spread is generally reasonable but should be monitored for potential costs during trading.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, and overall market sentiment can affect option prices and the fund's income generation.
Growth Trajectory
The ETF's growth depends on its ability to attract investors seeking income generation through option strategies. Growth is also influenced by N100 Index volatility and interest rate environment
Moat and Competitive Advantages
Competitive Edge
YNSO's competitive advantage is its specific focus on the Nasdaq-100 Index and its covered call strategy, which is optimized for income generation. YNSO aims to provide potentially higher income compared to other covered call ETFs. However, this comes with the tradeoff of the potential for lower returns in rising markets. Their competitive edge also lies in actively managed call option on N100.
Risk Analysis
Volatility
The ETF's volatility is influenced by the volatility of the Nasdaq-100 Index and option prices.
Market Risk
The ETF is subject to market risk, as changes in the Nasdaq-100 Index will directly affect its performance. The ETF is also subject to risks of options trading, including the potential loss of premium income if options expire out-of-the-money, and upside capture may be limited relative to an N100 index fund.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking income generation from their investment portfolio and who understands the risks associated with options trading.
Market Risk
This ETF is suitable for investors looking for income generation and who are comfortable with the risks associated with options strategies. More suitable for short-term and intermediate term investors, and not as suitable for long term passive investors.
Summary
The YieldMaxu2122 Short N100 Option Income Strategy ETF aims to provide monthly income by selling covered calls on the Nasdaq-100 Index. It's suitable for investors seeking income and understanding options strategies, although historical financial performance is limited due to its short time in the market. Investors should closely monitor the fund's performance, liquidity, and expense ratio compared to its competitors. The ETF's volatility and market risk should also be carefully considered before investing. YNSO's performance is tied to the Nasdaq-100 index and it performs best in stable or slightly negative markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- YieldMax ETFs official website
- ETF.com
- Yahoo Finance
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a 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 YieldMax™ Short N100 Option Income Strategy ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF that seeks current income while providing indirect inverse exposure tothe performance of the index. Its potential for gains from decreases in the index level is limited. 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.