ETF Analysis
YieldMax SMCI Option Income Strategy ETF (SMCY) ETF Analysis
YieldMax SMCI Option Income Strategy ETF (SMCY) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
YieldMax SMCI Option Income Strategy ETF (SMCY) currently has an AIQ Score of 29/100, indicating a bearish setup. Quality is the strongest factor at 45/100. Risk is the weakest current factor at 0/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
SMCY at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $4.42 |
| AIQ Score | 29/100 |
| Overall View | Bearish |
| Technical Analysis Consensus | Strong Sell |
| Fund Size | $53.38M |
| Expense Ratio | 1.01% |
| Holdings Count | 15 |
| NAV | $4.05 |
| Asset Class | Alternatives |
| Primary Exposure | — |
| Issuer | YieldMax |
| Domicile | US |
| Inception Date | Sep 11, 2024 |
| Distribution Yield | 147.57% |
| Beta | 2.61 |
| Average Volume | 1.11M |
| 52-week range | $3.93-$16.34 |
| RSI 14 | 31.76 |
| 50-Day SMA | $5.23 |
| 200-Day SMA | $6.11 |
| Risk Score | 0/100 |
| Momentum Score | 26/100 |
| Value Exposure Score | — |
SMCY 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 | -74.52% | -74.54% | -75.08% | Oct 20, 2025 |
| 3Y | -91.92% | -69.77% | -93.03% | Sep 12, 2024 |
| 5Y | -91.92% | -69.77% | -93.03% | Sep 12, 2024 |
| 10Y | -91.92% | -69.77% | -93.03% | Sep 12, 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.
SMCYYieldMax SMCI Option Income Strategy ETF
Financial Services / Asset Management - Income
Low Priority
Relative Laggard
Latest quote
- Momentum26
- Value—
- Quality45
- Risk resilience0
- Sentiment—
SMCY ETF Analysis Summary
YieldMax SMCI Option Income Strategy ETF (SMCY) currently has an AIQ Score of 29/100, indicating a bearish setup. Quality is the strongest factor at 45/100. Risk resilience is the weakest current factor at 0/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a bearish regime, SMCY has AIQ Score of 29/100 with Quality base of 45/100 and fading Risk resilience at 0/100. Wait for component alignment before adding exposure.
Quality (45/100) leads while Risk resilience (0/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · 8.07% ETF move · SMCY 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 SMCY Bullish or Bearish Right Now?
SMCY currently has a bearish overall setup. Quality is the strongest factor at 45/100, while Risk Resilience is weakest at 0/100. The current evidence suggests a defensive setup.
- - No strong bullish evidence is available in the current snapshot.
- - Momentum is weak at 26/100.
- - Risk Resilience is weak at 0/100.
- - Price is -27.72% below its 200-day SMA.
- - Technical consensus has more sell votes than buy votes (35 vs 4).
Current Consensus
SMCY's Technical Analysis Consensus is currently Strong Sell, with 4 buy, 6 neutral, and 35 sell votes. SMCY's 14-day RSI is 31.76, which places the ETF in a weaker momentum range. SMCY's beta is 2.61, indicating greater market sensitivity than the broad market.
What Changed in SMCY?
The largest recent change in SMCY is AIQ Score moving up by 1.0 points over the available 7-day comparison window. Quality remains the strongest visible factor.
What Would Change the SMCY 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.
SMCY Decision Framework
Public evidence layers, setup checks, and risk context for YieldMax SMCI Option Income Strategy ETF.
YieldMax SMCI Option Income Strategy ETF (SMCY) ETF Analysis
YieldMax SMCI Option Income Strategy ETF has an AIQ Score of 29/100 in a Defensive regime. Quality is strongest at 45/100. Beta is 2.61, above market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | SMCY is in a Defensive AIQ regime with score 29/100. |
| Signal Conflict | The primary conflict is that quality leads at 45/100 while risk lags at 0/100. |
| Factor Evidence | Momentum 26/100 · Quality 45/100 · Risk 0/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Quality is the strongest factor at 45/100.
Momentum is 26/100 and RSI (14) is 31.8.
SMCY is in a Defensive regime at 29/100.
Risk factor is 0/100 with beta 2.61 and annual volatility 77.92%.
Current conflict: quality leads at 45/100 while risk lags at 0/100.
SMCY Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
SMCY ETF Analytics
SMCY holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
SMCY Technical Analysis
SMCY technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
SMCY ETF Market Context
Track SMCY market context, news pressure, trend changes, income events, and current allocation evidence.
SMCY Distribution Analysis
SMCY distribution yield, annualized distributions, payment history, and income context.
SMCY ETF Data
SMCY available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
SMCY Risk Analysis
SMCY volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
SMCY ETF News
SMCY ETF news, market tone, recent headlines, and catalyst context.
SMCY vs Specialty Industrial / Services Peers
Current peer cohort: SMCY · SNA · SON · TNET · VRSK. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| SMCY Current ETF | 29/100 | — | 26/100 | 0/100 | -1.3 | 77.92% | Current |
| SNA Snap-on | 60/100 | 54/100 | 48/100 | 80/100 | 0.31 | 18.71% | SMCY vs SNA |
| SON Sonoco Products | 54/100 | 67/100 | 60/100 | 50/100 | 0.75 | 32.92% | SMCY vs SON |
| TNET TriNet Group | 64/100 | 72/100 | 79/100 | 55/100 | 0.47 | 48.64% | SMCY vs TNET |
| VRSK Verisk Analytics | 62/100 | 50/100 | 88/100 | 48/100 | -0.49 | 36.06% | SMCY vs VRSK |
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 SMCY
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for SMCY
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
SMCY ETF FAQ
What is SMCY ETF price today?
SMCY is currently shown at $4.42. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is SMCY's 52-week high and low?
SMCY's 52-week range is $3.93 to $16.34 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 SMCY pay a dividend?
SMCY's current distribution yield is 147.57% 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 SMCY?
Compare SMCY's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.