YieldMax SMCI Option Income Strategy ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
YieldMax SMCI Option Income Strategy ETF SMCY
Morningstar’s Analysis SMCY
Will SMCY outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SMCY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of SMCY’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings −22.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Bills 0% | 35.55 | 44M | Government |
United States Treasury Bills 0% | 33.45 | 42M | Government |
United States Treasury Bills 0% | 21.56 | 27M | Government |
SMCI US 07/17/26 C35 | 15.56 | 19M | — |
United States Treasury Bills 0% | 10.78 | 13M | Government |
United States Treasury Bills 0% | 10.59 | 13M | Government |
First American Government Obligs X | 5.72 | 7M | Cash and Equivalents |
Smci 07/17/2026 35.01 C | 4.80 | 6M | — |
Cash Offset | 3.21 | 4M | — |
OTHER ASSETS AND LIABILITIES | 1.12 | 1M | — |
United States