Morningstar

YieldMax S&P 500 0DTE Covered Call Strategy ETF SDTY

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

Morningstar’s Analysis SDTY

Will SDTY 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 SDTY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SDTY 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 SDTY’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

YieldMax S&P 500 0DTE Cov Cll Stgy ETF 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 SDTY

More SDTY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 160.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Spx 12/18/2026 1200.26 C

160.15 45M
—

First American Government Obligs X

11.06 3M
Cash and Equivalents

United States Treasury Bills 0%

2.37 669,079
Government

OTHER ASSETS AND LIABILITIES

1.79 506,536
—

United States Treasury Bills 0%

0.10 27,561
Government

United States Treasury Bills 0%

0.09 26,139
Government

US DOLLARS

0.04 10,678
Cash and Equivalents

Cash Offset

−75.59 −21M
—

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