Morningstar

YieldMax Russell 2000 0DTE Covered Call Strategy ETF RDTY

Morningstar Medalist Rating
Medalist Rating as of | See YieldMax ETFs Investment Hub

Morningstar’s Analysis RDTY

Will RDTY outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RDTY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RDTY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RDTY’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

YieldMax Russell 2000 0DTE CovCllStgyETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings RDTY

More RDTY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 171.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Option On Russell 2000 Dec26

170.81 30M
—

First American Government Obligs X

6.75 1M
Cash and Equivalents

OTHER ASSETS AND LIABILITIES

4.23 734,878
—

United States Treasury Bills 0%

0.23 39,936
Government

Cash Offset

−82.02 −14M
—

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