YieldMax Universe Fund of Option Income ETFs (YMAX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.32: the stock has moved about 32% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerYieldMax Universe Fund of Option Income ETFs (YMAX) trades at $7.60. YieldMax Universe Fund of Option Income ETFs (YMAX) is an actively managed fund-of-funds that invests in other YieldMax option income ETFs. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for YMAX: YMAX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
YieldMax Universe Fund of Option Income ETFs (YMAX) Financial Services Profile
YieldMax Universe Fund of Option Income ETFs (YMAX) is an actively managed fund-of-funds within the asset management sector, focusing on generating current income. By investing in a suite of YieldMax option income ETFs, YMAX offers investors exposure to various underlying assets through option strategies, differentiating itself with an income-centric approach.
What Is the Investment Thesis for YMAX?
The fund's unique fund-of-funds structure, combined with its active management and options-based income generation strategy, offers the potential for attractive current income. With a market capitalization of $0.55 billion and a beta of 1.32, YMAX provides exposure to a diversified portfolio of underlying assets through YieldMax ETFs. The primary value driver for YMAX is its ability to generate consistent income streams through options strategies. As interest rates remain low, investors are increasingly seeking alternative sources of income, and YMAX is well-positioned to capitalize on this demand. However, potential risks include market volatility, which could impact the value of the underlying assets and the effectiveness of the options strategies. The fund's active management also introduces the risk of underperformance relative to its benchmark.
Based on FMP financials and quantitative analysis
YMAX Key Highlights
YMAX operates as a fund-of-funds, investing in a suite of YieldMax option income ETFs.
- The fund's primary objective is to generate current income for its investors.
- YMAX employs active management, allowing portfolio managers to adjust holdings based on market conditions.
- The fund utilizes options strategies, such as covered calls and protective puts, to generate income.
- YMAX has a market capitalization of $0.55 billion and a beta of 1.32.
Who Are YMAX's Competitors?
YMAX is benchmarked below against 6 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CCMG CCM Global Equity ETF | $32.90 | -0.42% | $1.02B | — |
| CGW Invesco S&P Global Water Index ETF | $62.90 | +1.62% | $1.01B | — |
| FJUN FT Vest U.S. Equity Buffer ETF - June | $61.51 | +0.49% | $1.36B | — |
| FNDB Schwab Fundamental U.S. Broad Market Index ETF | $30.85 | +0.54% | $1.36B | — |
| IBHF iShares iBonds 2026 Term High Yield and Income ETF | $22.48 | +0.09% | $857M | — |
| EICA Eagle Point Income Company Inc. | $25.00 | +0.04% | $234M | 36 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are YMAX's Key Strengths?
Unique fund-of-funds structure
- Active management expertise
- Options-based income generation strategy
- Diversified exposure to underlying assets
What Are YMAX's Weaknesses?
Reliance on underlying YieldMax ETFs
- Potential for underperformance relative to benchmark
- Complexity of options strategies
- Higher expense ratio compared to passive ETFs
What Are the Key Risks for YMAX?
Market volatility impacting underlying asset values
- Changes in interest rates affecting income generation
- Competition from other income funds
- Regulatory changes impacting options strategies
What Are YMAX's Competitive Advantages?
- Unique fund-of-funds structure
- Active management expertise
- Options-based income generation strategy
- Diversified exposure to underlying assets
What Does YMAX Do?
The YieldMax Universe Fund of Option Income ETFs (YMAX) is an actively managed exchange-traded fund designed to provide investors with current income. Unlike traditional ETFs that track an index or a specific sector, YMAX operates as a “fund-of-funds,” meaning it invests in a portfolio of other YieldMax option income ETFs. This structure allows YMAX to offer diversified exposure to a range of underlying assets while simultaneously generating income through options strategies. The fund's primary objective is to maximize current income for its investors. Each underlying YieldMax ETF in which YMAX invests employs various options strategies, such as covered calls or protective puts, to generate income from the premiums received. These strategies are designed to capitalize on market volatility and generate consistent income streams, regardless of the overall market direction. YMAX's investment approach is actively managed, meaning that the fund's portfolio managers have the discretion to adjust the fund's holdings based on their assessment of market conditions and opportunities. This active management approach allows YMAX to adapt to changing market dynamics and optimize its income generation potential. The fund's diversified exposure to various underlying assets, combined with its active management and options-based income generation strategy, makes it a unique offering in the ETF landscape.
What Products and Services Does YMAX Offer?
- Invests in a portfolio of YieldMax option income ETFs.
- Seeks to generate current income for investors.
- Employs active management to adjust fund holdings.
- Utilizes options strategies to generate income from premiums.
- Provides diversified exposure to a range of underlying assets.
- Offers investors access to options-based income strategies.
How Does YMAX Make Money?
- Generates revenue through management fees charged on AUM.
- Income is derived from premiums received from options strategies.
- Actively manages the portfolio to optimize income generation.
What Industry Does YMAX Operate In?
YMAX operates within the asset management industry, specifically targeting income-seeking investors. The industry is characterized by increasing demand for alternative income sources due to persistently low interest rates. The competitive landscape includes traditional asset managers, ETF providers, and specialized income funds. YMAX differentiates itself through its unique fund-of-funds structure and its focus on generating income through options strategies. The asset management industry is expected to continue growing, driven by factors such as an aging population and increasing demand for retirement income solutions.
Who Are YMAX's Key Customers?
- Income-seeking investors
- Financial advisors
- Wealth management firms
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -1.2%.
YMAX Financials
Bull Case vs Bear Case
Bull Case
- Unique fund-of-funds structure
- Active management expertise
- Options-based income generation strategy
- Diversified exposure to underlying assets
Bear Case
- Reliance on underlying YieldMax ETFs
- Potential for underperformance relative to benchmark
- Complexity of options strategies
- Higher expense ratio compared to passive ETFs
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
YMAX Latest News
No recent news available for YMAX.
YMAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for YMAX.
Price Targets
Wall Street price target analysis for YMAX.
YMAX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for YMAX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About YieldMax Universe Fund of Option Income ETFs (YMAX) — Financials
What are the main risks for YMAX?
The main risks for YMAX include market volatility, which can impact the value of the underlying assets and the effectiveness of the options strategies employed by the fund. Changes in interest rates can also affect the fund's income generation potential.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Options strategies involve inherent risks and may not always generate the desired income.