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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.06% 1.62% 83.07M 50991.30
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.42% 67.00% 75.14M Upgrade

Basic Info

Investment Strategy
The Fund seek current income. Secondary objective is to seek capital appreciation via investments in a select portfolio of AI and Technology Companies. The Funds strategy involves constructing a portfolio of US-listed equity securities of AI and Technology Companies and generate income through options contract.
General
Security Type Exchange-Traded Fund
Broad Asset Class Nontraditional Equity
Broad Category Alternative Strategies
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name YieldMax ETFs
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.52%
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-18.49%
11.71%
14.69%
1.60%
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15.76%
As of December 11, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.01%
Stock 101.0%
Bond 0.01%
Convertible 0.00%
Preferred 0.00%
Other -0.97%
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Basic Info

Investment Strategy
The Fund seek current income. Secondary objective is to seek capital appreciation via investments in a select portfolio of AI and Technology Companies. The Funds strategy involves constructing a portfolio of US-listed equity securities of AI and Technology Companies and generate income through options contract.
General
Security Type Exchange-Traded Fund
Broad Asset Class Nontraditional Equity
Broad Category Alternative Strategies
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name YieldMax ETFs
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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