ETF Analysis
YieldMax Universe Fund of Option Income ETFs (YMAX) ETF Analysis
YieldMax Universe Fund of Option Income ETFs (YMAX) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
YieldMax Universe Fund of Option Income ETFs (YMAX) currently has an AIQ Score of 43/100, indicating a neutral setup. Risk is the strongest factor at 60/100. Value is the weakest current factor at 33/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
YMAX at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $7.43 |
| AIQ Score | 43/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Strong Sell |
| Fund Size | $424.1M |
| Expense Ratio | 1.33% |
| Holdings Count | 30 |
| NAV | $7.26 |
| Asset Class | Equity |
| Primary Exposure | Technology (60.99%) |
| Issuer | YieldMax |
| Domicile | US |
| Inception Date | Jan 16, 2024 |
| Distribution Yield | 62.13% |
| Beta | 1.29 |
| Average Volume | 1.28M |
| 52-week range | $7.16-$12.65 |
| RSI 14 | 45.59 |
| 50-Day SMA | $7.58 |
| 200-Day SMA | $8.19 |
| Risk Score | 60/100 |
| Momentum Score | 38/100 |
| Value Exposure Score | 33/100 |
YMAX Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | -41.75% | -41.77% | -42.70% | Oct 20, 2025 |
| 3Y | -63.12% | -30.36% | -66.99% | Jan 17, 2024 |
| 5Y | -63.12% | -30.36% | -66.99% | Jan 17, 2024 |
| 10Y | -63.12% | -30.36% | -66.99% | Jan 17, 2024 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
YMAXYieldMax Universe Fund of Option Income ETFs
Financial Services / Asset Management - Income
Low Priority
Relative Laggard
Latest quote
- Momentum38
- Value33
- Quality49
- Risk resilience60
- Sentiment—
YMAX ETF Analysis Summary
YieldMax Universe Fund of Option Income ETFs (YMAX) currently has an AIQ Score of 43/100, indicating a neutral setup. Risk resilience is the strongest factor at 60/100. Value is the weakest current factor at 33/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, YMAX has AIQ Score of 43/100 with Risk resilience base of 60/100 and fading Value at 33/100. Wait for component alignment before adding exposure.
Risk resilience (60/100) leads while Value (33/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · 1.23% ETF move · YMAX classified in Asset Management - Income.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is YMAX Bullish or Bearish Right Now?
YMAX currently has a neutral overall setup. Risk Resilience is the strongest factor at 60/100, while Value is weakest at 33/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Risk Resilience is supportive at 60/100.
- - Value is the current constraint at 33/100.
- - Momentum is weak at 38/100.
- - Price is -9.31% below its 200-day SMA.
- - Technical consensus has more sell votes than buy votes (33 vs 3).
Current Consensus
YMAX's Technical Analysis Consensus is currently Strong Sell, with 3 buy, 9 neutral, and 33 sell votes. YMAX's 14-day RSI is 45.59, which places the ETF in a neutral momentum range. YMAX's beta is 1.29, indicating greater market sensitivity than the broad market.
What Changed in YMAX?
The largest recent change in YMAX is Momentum moving up by 13.0 points over the available 7-day comparison window. Risk Resilience remains the strongest visible factor.
What Would Change the YMAX Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
YMAX Decision Framework
Public evidence layers, setup checks, and risk context for YieldMax Universe Fund of Option Income ETFs.
YieldMax Universe Fund of Option Income ETFs (YMAX) ETF Analysis
YieldMax Universe Fund of Option Income ETFs has an AIQ Score of 43/100 in a Neutral regime. Risk is strongest at 60/100. Beta is 1.29, above market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | YMAX is in a Neutral AIQ regime with score 43/100. |
| Signal Conflict | The primary conflict is that risk leads at 60/100 while value lags at 33/100. |
| Factor Evidence | Momentum 38/100 · Value 33/100 · Quality 49/100 · Risk 60/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Risk is the strongest factor at 60/100.
Momentum is 38/100 and RSI (14) is 45.6.
YMAX is in a Neutral regime at 43/100.
Risk factor is 60/100 with beta 1.29 and annual volatility 25.85%.
Current conflict: risk leads at 60/100 while value lags at 33/100.
YMAX Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
YMAX ETF Analytics
YMAX holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
YMAX Technical Analysis
YMAX technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
YMAX ETF Market Context
Track YMAX market context, news pressure, trend changes, income events, and current allocation evidence.
YMAX Distribution Analysis
YMAX distribution yield, annualized distributions, payment history, and income context.
YMAX ETF Data
YMAX available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
YMAX Risk Analysis
YMAX volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
YMAX ETF News
YMAX ETF news, market tone, recent headlines, and catalyst context.
YMAX vs Options Income / Covered Call Peers
Current peer cohort: YMAX · AIPI · AIYY · AMDY · AMZY. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| YMAX Current ETF | 43/100 | 33/100 | 38/100 | 60/100 | -2.07 | 25.85% | Current |
| AIPI REX AI Equity Premium Income ETF | 40/100 | 31/100 | 28/100 | 75/100 | -0.99 | 20.80% | YMAX vs AIPI |
| AIYY YieldMax AI Option Income Strategy ETF | 37/100 | — | 40/100 | 34/100 | -2.42 | 48.46% | YMAX vs AIYY |
| AMDY YieldMax AMD Option Income Strategy ETF | 30/100 | — | 29/100 | 8/100 | 0.06 | 58.66% | YMAX vs AMDY |
| AMZY YieldMax AMZN Option Income Strategy ETF | 50/100 | — | 48/100 | 69/100 | -1.01 | 28.09% | YMAX vs AMZY |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 21, 2026.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Oct 21, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching YMAX
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for YMAX
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
YMAX ETF FAQ
What is YMAX ETF price today?
YMAX is currently shown at $7.43. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is YMAX's 52-week high and low?
YMAX's 52-week range is $7.16 to $12.65 based on the latest completed market-close snapshot from Oct 21, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does YMAX pay a dividend?
YMAX's current distribution yield is 62.13% based on the latest completed market-close snapshot from Oct 21, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying YMAX?
Compare YMAX's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.