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Upturn AI SWOT - About
YieldMax™ Short N100 Option Income Strategy ETF (YQQQ)
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Upturn Advisory Summary
08/14/2025: 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 3.15% | 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 08/14/2025 |
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 (writing) covered call options on the Nasdaq 100 Index (N100). The fundu2019s primary focus is income generation rather than capital appreciation.
Reputation and Reliability
YieldMax is a relatively new issuer, specializing in option income ETFs. Their reputation is still developing.
Management Expertise
The management team has experience in options trading and ETF management.
Investment Objective
Goal
To generate current income by selling short-dated covered call options on the Nasdaq 100 Index (N100).
Investment Approach and Strategy
Strategy: YNSO aims to generate income by selling covered call options on the Nasdaq 100 Index. It does not track a specific index in the traditional sense.
Composition The ETF primarily holds cash and short-dated options contracts related to the Nasdaq 100 Index.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 34280308
Competitors
Key Competitors
- QQCC
- QYLD
- XYLD
Competitive Landscape
The competitive landscape consists of ETFs that utilize similar covered call strategies. YNSO differentiates itself by focusing on short-dated options on the Nasdaq 100. This may lead to higher income in some periods but also potentially higher volatility. Competitors may focus on different indices or have different option expiry strategies.
Financial Performance
Historical Performance: Data limited due to the ETF's recent inception.
Benchmark Comparison: Difficult to compare to a traditional benchmark as the strategy is focused on income generation.
Expense Ratio: 0.99
Liquidity
Average Trading Volume
The average trading volume is moderate.
Bid-Ask Spread
The bid-ask spread may vary depending on market conditions.
Market Dynamics
Market Environment Factors
Market conditions, particularly the volatility of the Nasdaq 100, significantly affect YNSO's income generation. Changes in interest rates can also impact option premiums.
Growth Trajectory
The ETF's growth trajectory depends on its ability to attract assets and consistently generate attractive income in varying market environments.
Moat and Competitive Advantages
Competitive Edge
YNSO's competitive advantage lies in its specific focus on short-dated covered calls on the Nasdaq 100, potentially generating higher income in certain market conditions. This targeted approach may appeal to investors seeking high current income. However, this strategy is also more vulnerable to rapid market fluctuations and could be disadvantageous during rapidly rising markets where call options are frequently exercised.
Risk Analysis
Volatility
YNSO's volatility is expected to be high due to its reliance on options strategies and the volatility of the Nasdaq 100.
Market Risk
YNSO is subject to market risk, as the value of the underlying Nasdaq 100 can fluctuate. There is also the risk that the options strategy may not generate the expected income or could result in losses.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking current income and is comfortable with the risks associated with options trading and the volatility of the Nasdaq 100. Investors should be aware that capital appreciation is not the primary objective.
Market Risk
YNSO is more suitable for active traders or income-focused investors willing to accept higher risk and potential capital loss.
Summary
The YieldMaxu2122 Short N100 Option Income Strategy ETF (YNSO) is designed to generate current income by selling short-dated covered calls on the Nasdaq 100. Its performance heavily depends on the Nasdaq 100's volatility and the fund's ability to manage its option positions effectively. The ETF comes with a high expense ratio and significant risk due to the nature of options trading. Therefore, YNSO is best suited for risk-tolerant, income-seeking investors who understand options strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- YieldMax official website
- SEC filings
- Various financial data providers
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. 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 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.