MSTY

YieldMax$19.45-1.73 (-8.14%)
AUM $1.22BER 0.99%NAV $21.39Holdings 26

Price Chart

Key Statistics

Previous Close

$21.18

Day Range

$19.11$20.28

52-Week Range

$19.38$114.30

Avg Volume

2.0M

Dividend Yield

Expense Ratio

0.99%

AUM

$1.22B

Shares Outstanding

67.7M

ETF Grades

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Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
United States66.49%
Other33.50%

Fund Information

Issuer
YieldMax
Inception Date
Feb 21, 2024
Exchange
NYSE_ARCA
Description
The YieldMax MSTR Option Income Strategy ETF (MSTY) is an actively managed exchange-traded fund that seeks to generate weekly income by selling call options or call spreads on MSTR. The strategy is designed to capture option premiums while providing participation in the share price appreciation of MSTR.

Similar ETFs

SymbolNameAUM
BNDVanguard Total Bond Market ETF$389.80B
AGGiShares Core U.S. Aggregate Bond ETF$136.35B
BNDXVanguard Total International Bond ETF$118.10B
SGOViShares 0-3 Month Treasury Bond ETF$91.71B
BSVVanguard Short-Term Bond ETF$69.90B

The YieldMax MSTR Option Income Strategy ETF (MSTY) is an exchange-traded fund issued by YieldMax that launched on Feb 21, 2024. It currently manages $1.22B in assets under management. The fund charges an expense ratio of 0.99%. The fund holds 26 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 98.6% of the fund

RankSymbolNameWeight %SharesMarket Value
1Cash & Other31.42%517,001,064$517.0M
2United States Treasury Bill 08/06/202614.77%244,904,000$243.0M
3United States Treasury Bill 07/09/202614.26%235,791,000$234.6M
4United States Treasury Bill 09/03/202612.36%205,539,000$203.4M
5United States Treasury Bill 06/11/20267.38%121,688,000$121.4M
6MSTR 06/18/2026 180.01 P6.27%-46,965$-103179287
7MSTR 07/17/2026 180.01 P4.79%-29,500$-78761165
8United States Treasury Bill 10/15/20263.00%50,031,000$49.3M
9MSTR US 07/17/26 C1802.25%29,500$37.1M
10MSTR US 06/18/26 C1802.10%46,965$34.5M
11First American Government Obligations Fund 12/01/20310.96%15,733,387$15.7M
12MSTR US 05/22/26 C1800.14%-29,175$-2246475
13MSTR US 05/22/26 C182.50.10%-30,450$-1705200
14MSTR US 05/22/26 C1700.07%-4,500$-1174500
15MSTR US 05/22/26 C187.50.06%29,000$899K

Detailed Returns

PeriodReturnETF
1D
-8.14%
1W
-14.89%
1M
-28.35%
3M
-19.62%
6M
-44.71%
YTD
-35.53%
1Y
-82.73%
3Y
-81.71%
5Y
-81.71%

Moving Averages

20-Day MA

$24.25

Below 20-Day MA
50-Day MA

$23.79

Below 50-Day MA
200-Day MA

$40.56

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$114.30

Current Price

$19.45

52-Week Low

$19.38

$19.38$114.30

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricMSTYCash & Others(1025 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.99%0.60%0.81%
AUM$1.22B$2.60B$344.4M
Dividend Yield9.48%6.78%
Avg Volume2.0M1.5M125.3K
Holdings2633183
Performance
1-Month Return-26.06%+2.12%+2.09%
6-Month Return-44.63%+1.78%+3.52%
YTD Return-34.53%+4.60%+6.10%
1-Year Return-82.01%+9.82%+13.15%

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