Consequently, it merits a Below Average Parent rating. YieldMax ETFs currently runs 40 vehicles, with a total of$ 2.17 billion under management and a bench of six fund managers. Altogether, YieldMax ETFs's established management team boasts an average of 11 years of total industry experience. Furthermore, this experienced team has stayed together, as evidenced by a high manager retention ratio.
The firm's average net expense ratio across its open-end and exchange-traded product shelf place the firm within the middle quintile of asset managers.
To upgrade the firm's rating, YieldMax ETFs will be expected to build a consistent track record of positive investor experience.