ETF Analysis
YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) ETF Analysis
YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) currently has an AIQ Score of 39/100, indicating a bearish setup. Value is the strongest factor at 67/100. Risk is the weakest current factor at 20/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
LFGY at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $16.89 |
| AIQ Score | 39/100 |
| Overall View | Bearish |
| Technical Analysis Consensus | Strong Sell |
| Fund Size | $83.67M |
| Expense Ratio | 1.02% |
| Holdings Count | 84 |
| NAV | $16.46 |
| Asset Class | Equity |
| Primary Exposure | Financial Services (55.57%) |
| Issuer | YieldMax |
| Domicile | US |
| Inception Date | Jan 13, 2025 |
| Distribution Yield | 81.43% |
| Beta | 1.82 |
| Average Volume | 45.11K |
| 52-week range | $16.19-$38.08 |
| RSI 14 | 29.64 |
| 50-Day SMA | $19.29 |
| 200-Day SMA | $21.58 |
| Risk Score | 20/100 |
| Momentum Score | 24/100 |
| Value Exposure Score | 67/100 |
LFGY 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 | -56.11% | -56.14% | -56.15% | Oct 20, 2025 |
| 3Y | -67.98% | -47.58% | -69.84% | Jan 14, 2025 |
| 5Y | -67.98% | -47.58% | -69.84% | Jan 14, 2025 |
| 10Y | -67.98% | -47.58% | -69.84% | Jan 14, 2025 |
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.
LFGYYieldMax Crypto Industry & Tech Portfolio Option Income ETF
Financial Services / Asset Management - Cryptocurrency
Low Priority
Relative Laggard
Latest quote
- Momentum24
- Value67
- Quality33
- Risk resilience20
- Sentiment—
LFGY ETF Analysis Summary
YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) currently has an AIQ Score of 39/100, indicating a bearish setup. Value is the strongest factor at 67/100. Risk resilience is the weakest current factor at 20/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a bearish regime, LFGY has AIQ Score of 39/100 with Value base of 67/100 and fading Risk resilience at 20/100. Wait for component alignment before adding exposure.
Value (67/100) leads while Risk resilience (20/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · 2.93% ETF move · LFGY classified in Asset Management - Cryptocurrency.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is LFGY Bullish or Bearish Right Now?
LFGY currently has a bearish overall setup. Value is the strongest factor at 67/100, while Risk Resilience is weakest at 20/100. The current evidence suggests a defensive setup.
- - No strong bullish evidence is available in the current snapshot.
- - Momentum is weak at 24/100.
- - Risk Resilience is weak at 20/100.
- - Price is -21.74% below its 200-day SMA.
- - Technical consensus has more sell votes than buy votes (35 vs 5).
Current Consensus
LFGY's Technical Analysis Consensus is currently Strong Sell, with 5 buy, 5 neutral, and 35 sell votes. LFGY's 14-day RSI is 29.64, which places the ETF in an oversold momentum range. LFGY's beta is 1.82, indicating greater market sensitivity than the broad market.
What Changed in LFGY?
The largest recent change in LFGY is Risk Resilience moving down by 2.0 points over the available 7-day comparison window. Value remains the strongest visible factor.
What Would Change the LFGY Outlook?
The current bearish 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.
LFGY Decision Framework
Public evidence layers, setup checks, and risk context for YieldMax Crypto Industry & Tech Portfolio Option Income ETF.
YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) ETF Analysis
YieldMax Crypto Industry & Tech Portfolio Option Income ETF has an AIQ Score of 39/100 in a Defensive regime. Value is strongest at 67/100. Beta is 1.82, above market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | LFGY is in a Defensive AIQ regime with score 39/100. |
| Signal Conflict | The primary conflict is that value leads at 67/100 while risk lags at 20/100. |
| Factor Evidence | Momentum 24/100 · Value 67/100 · Quality 33/100 · Risk 20/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Value is the strongest factor at 67/100.
Momentum is 24/100 and RSI (14) is 29.6.
LFGY is in a Defensive regime at 39/100.
Risk factor is 20/100 with beta 1.82 and annual volatility 43.55%.
Current conflict: value leads at 67/100 while risk lags at 20/100.
LFGY Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
LFGY ETF Analytics
LFGY holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
LFGY Technical Analysis
LFGY technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
LFGY ETF Market Context
Track LFGY market context, news pressure, trend changes, income events, and current allocation evidence.
LFGY Distribution Analysis
LFGY distribution yield, annualized distributions, payment history, and income context.
LFGY ETF Data
LFGY available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
LFGY Risk Analysis
LFGY volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
LFGY ETF News
LFGY ETF news, market tone, recent headlines, and catalyst context.
LFGY vs Options Income / Covered Call Peers
Current peer cohort: LFGY · MARO · MRNY · MSTY · NFLY. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| LFGY Current ETF | 39/100 | 67/100 | 24/100 | 20/100 | -1.7 | 43.55% | Current |
| MARO YieldMax MARA Option Income Strategy ETF | 27/100 | — | 25/100 | 0/100 | -2.62 | 67.55% | LFGY vs MARO |
| MRNY YieldMax MRNA Option Income Strategy ETF | 46/100 | — | 77/100 | 0/100 | 1.04 | 181.11% | LFGY vs MRNY |
| MSTY YieldMax MSTR Option Income Strategy ETF | 40/100 | — | 47/100 | 0/100 | -1.64 | 71.38% | LFGY vs MSTY |
| NFLY YieldMax NFLX Option Income Strategy ETF | 37/100 | — | 31/100 | 54/100 | -3.15 | 29.89% | LFGY vs NFLY |
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 22, 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 LFGY
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for LFGY
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
LFGY ETF FAQ
What is LFGY ETF price today?
LFGY is currently shown at $16.89. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is LFGY's 52-week high and low?
LFGY's 52-week range is $16.19 to $38.08 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 LFGY pay a dividend?
LFGY's current distribution yield is 81.43% 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 LFGY?
Compare LFGY's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.