XYZY

YieldMax$26.00+0.73 (+2.90%)
AUM $44.8MER 1.36%NAV $25.66Holdings 14

Price Chart

Key Statistics

Previous Close

$25.27

Day Range

$25.70$26.10

52-Week Range

$23.95$54.90

Avg Volume

11.6K

Dividend Yield

Expense Ratio

1.36%

AUM

$44.8M

Shares Outstanding

1.5M

ETF Grades

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Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Issuer
YieldMax
Inception Date
Oct 10, 2023
Exchange
NYSE_ARCA
Description
The YieldMax XYZ Option Income Strategy ETF (XYZY) is an actively managed exchange-traded fund that seeks to generate weekly income by selling call options or call spreads on XYZ. The strategy is designed to capture option premiums while providing participation in the share price appreciation of XYZ.

Similar ETFs

SymbolNameAUM
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GLDSPDR Gold Shares$131.22B
BNDXVanguard Total International Bond ETF$123.30B
SGOViShares 0-3 Month Treasury Bond ETF$99.29B

The YieldMax XYZ Option Income Strategy ETF (XYZY) is an exchange-traded fund issued by YieldMax that launched on Oct 10, 2023. It currently manages $44.8M in assets under management. The fund charges an expense ratio of 1.36%. The fund holds 14 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 105.9% of the fund

RankSymbolNameWeight %SharesMarket Value
1United States Treasury Bill 09/03/202628.86%12,685,000$12.6M
2United States Treasury Bill 08/06/202621.71%9,512,000$9.5M
3United States Treasury Bill 02/18/202716.90%7,564,000$7.4M
4United States Treasury Bill 12/10/202615.36%6,822,000$6.7M
5XYZ 09/18/2026 70.01 C13.38%5,650$5.9M
6First American Government Obligations Fund 12/01/20316.11%2,675,355$2.7M
7United States Treasury Bill 10/15/20262.52%1,112,000$1.1M
8Cash & Other0.44%191,246$191K
9BLOCK I CLL OPT 07/26 810.37%2,500$161K
10XYZ US 07/31/26 C820.30%2,640$129K
11XYZ US 07/31/26 C79-0.71%-2,640$-312840
12BLOCK I CLL OPT 07/26 78-0.88%-2,500$-386250
13XYZ 09/18/2026 70.01 P-4.33%-5,650$-1895970

Detailed Returns

PeriodReturnETF
1D
+2.90%
1W
-0.51%
1M
-0.84%
3M
-6.28%
6M
-18.95%
YTD
-22.57%
1Y
-52.64%
3Y
-74.00%
5Y
-74.00%

Moving Averages

20-Day MA

$26.07

Below 20-Day MA
50-Day MA

$25.83

Above 50-Day MA
200-Day MA

$30.78

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$54.90

Current Price

$26.00

52-Week Low

$23.95

$23.95$54.90

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricXYZYCash & Others(1050 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio1.36%0.62%0.81%
AUM$44.8M$2.79B$355.3M
Dividend Yield9.30%6.78%
Avg Volume11.6K1.2M108.9K
Holdings1434081
Performance
1-Month Return-3.30%+8.89%-1.39%
6-Month Return-5.13%+4.85%+3.73%
YTD Return-25.68%+5.19%+3.25%
1-Year Return-31.71%+2.78%+1.47%

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