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LFGY - ETF AI Analysis
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YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY)
Rating:54Neutral
Price Target:―
Positive Factors
Strong Performance from Key Holdings
Several top holdings, such as Robinhood and Hut 8, have delivered strong year-to-date gains, supporting the ETF's overall performance.
Sector Focus on Growth Industries
The ETF is heavily weighted in financial and technology sectors, which are positioned for long-term growth opportunities.
Moderate Geographic Diversification
While primarily focused on U.S. companies, the ETF includes exposure to Canadian firms, adding some international diversification.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio, which can eat into investor returns over time.
Weak Overall Performance
The ETF has struggled year-to-date, with negative returns that may concern investors seeking consistent growth.
Over-Concentration in Financial Sector
More than half of the fund's assets are allocated to the financial sector, increasing vulnerability to sector-specific risks.
LFGY vs. SPDR S&P 500 ETF (SPY)
AUM174.53M
RegionNorth America
Expense Ratio1.02%
Beta1.22
IssuerYieldMax
Inception DateJan 13, 2025
Dividend Yield82.47%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume114,747
30 Day Avg. Volume176,952
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
44.36Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering25
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LFGY Summary
The YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) is an investment fund focused on companies driving the digital economy, such as blockchain innovators and tech firms reshaping finance. It includes well-known names like Coinbase and Robinhood, offering exposure to the exciting world of cryptocurrency and technology. This ETF is designed for investors seeking growth and income, using a strategy to generate steady returns while managing market ups and downs. However, new investors should be aware that its performance is closely tied to the volatile crypto and tech sectors, which can experience significant price swings.
How much will it cost me?The YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) has an expense ratio of 0.99%, meaning you’ll pay $9.90 per year for every $1,000 invested. This is higher than average because it is actively managed and uses a covered call strategy to generate income, which requires more hands-on management.
What would affect this ETF?The YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) could benefit from increased adoption of blockchain technology and cryptocurrency, as well as growth in the tech sector, particularly in North America. However, regulatory changes or crackdowns on cryptocurrencies, along with rising interest rates that may impact tech valuations, could pose risks to its performance. Additionally, the ETF's reliance on volatile industries like crypto mining and financial technology may lead to significant price swings.
LFGY Top 10 Holdings
The YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) is heavily concentrated in the financial and technology sectors, with a clear focus on companies driving the digital economy. Nvidia and Nu Holdings are bright spots, with Nvidia benefiting from its AI and data center expansion and Nu Holdings showing strong financial momentum. However, Coinbase and Block are lagging, weighed down by cash flow concerns and bearish technical trends. With its U.S.-centric exposure and a mix of rising and struggling names, the fund reflects the volatility and promise of the crypto-tech space.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Strategy | 5.23% | $9.15M | $52.67B | -56.82% | 60 Neutral | |
| Nvidia | 4.63% | $8.10M | $4.40T | 30.37% | 76 Outperform | |
| Hut 8 | 4.57% | $8.00M | C$6.96B | 65.61% | 56 Neutral | |
| ― | 4.52% | $7.92M | ― | ― | ― | |
| Block | 4.49% | $7.86M | $38.65B | -29.60% | 72 Outperform | |
| Opera | 4.42% | $7.73M | $1.31B | -26.40% | 67 Neutral | |
| Cipher Mining | 4.39% | $7.69M | $7.46B | 190.91% | 56 Neutral | |
| Coinbase Global | 4.24% | $7.43M | $72.54B | -13.38% | 68 Neutral | |
| Core Scientific Inc | 4.10% | $7.18M | $5.40B | 6.30% | 46 Neutral | |
| Circle Internet Group, Inc. Class A | 3.92% | $6.86M | $20.86B | ― | 64 Neutral |
LFGY Technical Analysis
Negative
―
Price Trends
30.19
Negative
29.78
Negative
27.78
Negative
Market Momentum
-0.41
Negative
44.25
Neutral
49.36
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LFGY, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 27.37, equal to the 50-day MA of 30.19, and equal to the 200-day MA of 27.78, indicating a neutral trend. The MACD of -0.41 indicates Negative momentum. The RSI at 44.25 is Neutral, neither overbought nor oversold. The STOCH value of 49.36 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LFGY.
LFGY Peer Comparison
Comparison Results
Performance Comparison
LFGY
YieldMax Crypto Industry & Tech Portfolio Option Income ETF
27.72
-1.32
-4.55%
PWRD
Tcw Transform Systems Etf
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―
―
FEPI
REX FANG & Innovation Equity Premium Income ETF
―
―
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AIPI
REX AI Equity Premium Income ETF
―
―
―
SAMT
Strategas Macro Thematic Opportunities ETF
―
―
―
FFOX
FundX Future Fund Opportunities ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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