Morningstar

Yieldmax XOM Option Income Strategy ETF XOMO

Morningstar Medalist Rating
Medalist Rating as of | See YieldMax ETFs Investment Hub

Morningstar’s Analysis XOMO

Will XOMO outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable XOMO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XOMO 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 XOMO’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

YieldMax XOM 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.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings XOMO

More XOMO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

35.90 14M
Government

Xom 12/18/2026 155.01 C

24.96 10M
—

United States Treasury Bills 0%

17.71 7M
Government

United States Treasury Bills 0%

17.70 7M
Government

United States Treasury Notes 2.38%

11.66 5M
Government

United States Treasury Notes 3.38%

1.53 613,109
Government

First American Government Obligs X

0.92 365,919
Cash and Equivalents

XOM US 10/30/26 C190

0.81 324,741
—

OTHER ASSETS AND LIABILITIES

0.65 260,118
—

XOM US 10/30/26 C185

−2.08 −832,757
—

Sponsor Center