Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.19% 0.29% 56.82M 51034.67
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 11.00% 16.27M Upgrade

Basic Info

Investment Strategy
The Fund seeks current income and exposure to the share price of the common stock of JPM subject to a limit on potential gains. It uses a synthetic covered call strategy to provide income & indirect exposure to the share price returns of JPM. It aims to generate income from its options investments when JPM rises in value.
General
Security Type Exchange-Traded Fund
Broad Asset Class Nontraditional Equity
Broad Category Equity
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

 
20%
15%
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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
--
--
--
--
--
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14.12%
14.67%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.72%
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21.78%
-33.21%
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-59.32%
-35.69%
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21.60%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.28%
Stock 0.00%
Bond 75.06%
Convertible 0.00%
Preferred 0.00%
Other 23.66%
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Basic Info

Investment Strategy
The Fund seeks current income and exposure to the share price of the common stock of JPM subject to a limit on potential gains. It uses a synthetic covered call strategy to provide income & indirect exposure to the share price returns of JPM. It aims to generate income from its options investments when JPM rises in value.
General
Security Type Exchange-Traded Fund
Broad Asset Class Nontraditional Equity
Broad Category Equity
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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