With a one-year track record in the books, YieldMax ETFs has not been able to demonstrate that it has a unique value proposition over other asset managers.
Consequently, it merits a Below Average Parent rating. YieldMax ETFs currently manages 58 vehicles, with a total of$ 4.03 billion under management and a bench of six portfolio managers.
YieldMax ETFs does not differentiate itself on costs. Across the open-end and exchange-traded product lineup, its average net expense ratio positions it in the middle quintile of firms.
To upgrade the firm's rating, YieldMax ETFs needs to build a consistent track record of positive investor experience.
| Morningstar Rating | # of Share Classes | |
|---|---|---|
| 0 | ||
| 0 | ||
| 0 | ||
| 0 | ||
| 0 | ||
| Not Rated | 33 |
|
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| YieldMax Short COIN Option Inc Strgy ETF | — | — |
| YieldMax Short TSLA Option Inc Strgy ETF | — | — |
| YieldMax Bitcoin Option Inc Strat ETF | — | — |
| YieldMax ABNB Option Income Strategy ETF | — | — |
| YieldMax AMD Option Income Strategy ETF | — | — |
United States