GOOY

YieldMax GOOGL Option Income Strategy ETF

GOOY seeks to provide current income and capped gains on the Alphabet Inc. stock (GOOGL) through a synthetic covered call strategy, collateralized by cash and US Treasurys. The actively managed fund uses both standardized exchange-traded and FLEX options.


Risk Management

DERIVATIVES

Active

MANAGEMENT STYLE

$ 288.0 M

ASSETS UNDER MGMT

99 bp

EXPENSES
Fund Basics
Inception dateJul 28, 2023
RegulationOpen-Ended Fund
Fund Websitelink...
DistributionsMonthly
CurrencyUSD
Holdings TransparencyFull
Derivatives-basedYes
Options availableYes
Currency hedgedNo
Fund of fundsNo
Top Holdings
UNITED STATES TREASURY BILL 09/03/2026 26.1 %
UNITED STATES TREASURY BILL 07/09/2026 25.3 %
UNITED STATES TREASURY BILL 08/06/2026 25.2 %
UNITED STATES TREASURY BILL 06/11/2026 12.7 %
UNITED STATES TREASURY BILL 05/12/2026 8.2 %
GOOGL US 07/17/26 C400 6.2 %
CASH & OTHER 2.2 %
GOOGL US 05/15/26 C410 0.3 %
GOOGL US 05/15/26 C407.5 0.3 %
GOOGL US 05/15/26 C412.5 0.1 %
Historical Performance


Standardized Performance (as of 04/30/2026)
 YTD1 YR2 YR3 YR5 YR10 YR20 YRIncep.
Price Returns 5.8% 27.1% -6.8% -- -- -- -- -9.7%
Dividend Yield 14.8% 76.3% 48.4% -- -- -- -- 38.6%
Total Returns 20.6% 103.4% 41.5% -- -- -- -- 28.8%
Ann. Volatility 26.0% 23.9% 24.0% -- -- -- -- 23.3%
Market Correlations
versus...BetaR-squared
S&P 5001.0027%
MSCI EAFE0.6817%
MSCI Emg Mkts0.6122%
Liquidity Measures
Avg. volume (000)549
ADV traded (mns)$8
Turnover2.9%
Avg. Bid/Ask (% of price)0.07%
Technical Indicators
30d moving avg. (EMA)$14.15
Relative strength (RSI)68
MACD/Signal0.64/0.63
Bollinger Bands (Upper/Lower)$16.07/$12.88
Short interest (% of AUM)1.0%
Distributions
Bid/Ask Spreads
7 bp
AVG SPREAD
6 — 9 bp
RANGE
Spreads data based on the average National Best Bid & Offer (NBBO) found in observations at various times each trading day, for up to three months. Tick data supplied by NASDAQ.
Total Cost of Ownership EXPENSES    AVG SPREAD
106 bp
GOOY
127 bp
PEER AVG