(ULTY) YieldMax Ultra Option - Overview

ETF Category: Derivative Income | Exchange: NYSE ARCA (USA) | Market Cap: 854m USD | Total Return: 4.3% in 12m

Call Options, Synthetic Stock, Put Options, Income
Total Rating 24
Safety 36
Buy Signal -0.18
Derivative Income
Category Rotation: +2.4
TER: 1.14%
AUM: 854M
Avg Turnover: 14.7M
Risk 3d forecast
Volatility18.9%
VaR 5th Pctl3.64%
VaR vs Median6.85%
Reward TTM
Sharpe Ratio0.22
Rel. Str. IBD40.4
Rel. Str. Peer Group17.7
Character TTM
Beta1.473
Beta Downside1.675
Hurst Exponent0.494
Drawdowns 3y
Max DD26.84%
CAGR/Max DD0.09
CAGR/Mean DD0.24

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: ULTY YieldMax Ultra Option

The YieldMax Ultra Option Income Strategy ETF (ULTY) is an actively managed, non-diversified fund focused on generating current income through exposure to U.S.-listed equity securities. The fund employs a combination of traditional and synthetic covered call strategies, which involve selling call options against a portfolio of underlying assets to collect premiums.

This investment model capitalizes on heightened implied volatility, as option premiums typically increase when market fluctuations rise. In the derivative income sector, such strategies often cap the funds potential capital appreciation in exchange for immediate cash flow, making the funds performance sensitive to the price movements and volatility levels of its selected basket of stocks.

Investors can further analyze these volatility-based yield mechanics by exploring the data tools available at ValueRay.

Headlines to Watch Out For
  • Implied volatility levels in underlying equity portfolio drive option premium revenue
  • Magnitude of underlying stock price appreciation impacts net asset value recovery
  • Systematic decay of short call options generates primary distributive cash flow
  • Broad market sell-offs exceed synthetic put protection leading to capital erosion
  • Active selection of high-beta securities determines portfolio-wide dividend yield potential
What is the price of ULTY shares?

As of May 27, 2026, the stock is trading at USD 31.74 with a total of 748,629 shares traded.
Over the past week, the price has changed by +3.31%, over one month by +4.84%, over three months by +5.00% and over the past year by +4.27%.

Is ULTY a buy, sell or hold?

YieldMax Ultra Option has no consensus analysts rating.