YieldMax XYZ 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 XYZ Option Income Strategy ETF XYZY
Morningstar’s Analysis XYZY
Will XYZY 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 XYZY 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 XYZY’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 0.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Bills 0% | 35.09 | 13M | Government |
United States Treasury Bills 0% | 31.62 | 11M | Government |
United States Treasury Bills 0% | 25.04 | 9M | Government |
Xyz 07/17/2026 70.01 C | 16.84 | 6M | — |
First American Government Obligs X | 4.39 | 2M | Cash and Equivalents |
United States Treasury Bills 0% | 3.06 | 1M | Government |
XYZ US 06/05/26 C78 | 0.54 | 194,069 | — |
XYZ US 06/05/26 C79 | 0.36 | 130,343 | — |
OTHER ASSETS AND LIABILITIES | 0.36 | 130,022 | — |
XYZ US 06/05/26 C77 | 0.15 | 55,061 | — |
United States