SDTY – YieldMax S&P 500 0DTE Cov Cll Stgy ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks current income; the secondary investment objective being capital appreciation. The fund seeks to achieve its investment objective by employing a synthetic covered call strategy, designed to generate current income on a weekly basis while also providing exposure to the price return of the S&P 500 Index. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SDTY	YieldMax S&P 500 0DTE Covered Call Strategy ETF	ETF	Open	—		Feb 5, 2025	$28.50M	0.990%	—	—	$10.63M

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