ULTY ETF Analysis: YieldMax Ultra Option | NYSE

Derivative Income | NYSE, USA | Market Cap: 914m USD | 12M Return: -2.1% | Charts, Fundamentals & Technical Analysis

Covered Call Options, Current Income, Volatility Income, Synthetic Strategies
Total Rating 24
Safety 30
Buy Signal -0.42
Derivative Income
Category Rotation: -9.2
TER: 1.14%
AUM: 914M
Avg Turnover: 16.2M
Risk 3d forecast
Volatility25.2%
VaR 5th Pctl4.86%
VaR vs Median7.06%
Reward TTM
Sharpe Ratio-0.10
Rel. Str. IBD33.9
Rel. Str. Peer Group16.1
Character TTM
Beta1.481
Beta Downside1.661
Hurst Exponent0.439
Drawdowns 3y
Max DD26.84%
CAGR/Max DD0.08
CAGR/Mean DD0.24

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 2.3 years of data

Jan +0.8% 9
Feb -3.6% 12
Mar -9.8% 39
Apr +2.3% 9
May +4.8% 48
Jun +0.5% 2
Jul +0.5% 2
Aug -2.5% 44
Sep +1.8% 44
Oct -1.1% 12
Nov -3.5% 4
Dec -3.6% 22

Average return per month, with how dependable it is below — did the month move the same way every year (high) or randomly (low). Above 60 is a pattern worth trusting; under 40 is noise.

Description: ULTY YieldMax Ultra Option

The YieldMax Ultra Option Income Strategy ETF (ULTY) is an actively managed, non-diversified ETF that pursues current income by providing direct and/or indirect exposure to select U.S. listed equities, subject to a cap on upside gains. It combines traditional and synthetic covered call strategies, with the covered call approach generally designed to generate premium income in exchange for limiting participation in price appreciation of the underlying securities. The strategy is structured to potentially produce higher income when the underlying securities experience elevated volatility, placing it in the derivative income category of ETFs. Launched in February 2024, ULTY reflects a relatively new entrant in the options-based income segment, catering to investors prioritizing yield over maximum capital appreciation.

Headlines to Watch Out For
  • Underlying equity gains capped by option overlay limits upside participation
  • Covered call premiums expand as implied volatility rises
  • AUM growth accelerates amid retail demand for high income ETFs
What is the price of ULTY shares?

As of June 30, 2026, the stock is trading at USD 29.27 with a total of 494,569 shares traded. Over the past week, the price has changed by -3.69%, over one month by -2.93%, over three months by +12.48% and over the past year by -2.12%.

Current recommended Stop Loss: 28.30 (which is 3.3% or 1.4 ATR below the current price).

Is ULTY a buy, sell or hold?

YieldMax Ultra Option has no consensus analysts rating.