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LFGY - ETF AI Analysis
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YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY)
Rating:55Neutral
Price Target:―
Positive Factors
Strong Crypto-Linked Holdings
Several of the largest positions tied to the crypto industry have shown strong gains this year, helping support the fund’s overall results.
Targeted Sector Exposure
The ETF focuses mainly on financial and technology companies connected to crypto and tech, giving investors concentrated exposure to this theme.
Meaningful Asset Base
The fund has gathered a sizable level of assets under management, suggesting there is enough scale for trading and ongoing operation.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee, which can eat into returns over time compared with lower-cost alternatives.
Recent Performance Weakness
The fund has experienced weak performance over the last few months, indicating recent pressure on its strategy and holdings.
Concentrated Sector and U.S. Exposure
Holdings are heavily tilted toward U.S.-based financial and technology stocks, which increases sensitivity to downturns in these areas and limits global diversification.
LFGY vs. SPDR S&P 500 ETF (SPY)
AUM136.39M
RegionNorth America
Expense Ratio1.02%
Beta1.18
IssuerYieldMax
Inception DateJan 13, 2025
Dividend Yield90.23%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume69,811
30 Day Avg. Volume138,844
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
40.71Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering25
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LFGY Summary
LFGY is an ETF that focuses on the “digital economy” theme, mainly in crypto-related and technology companies, rather than tracking a traditional index. It holds firms involved in blockchain, crypto mining, and tech, including well-known names like Nvidia and Riot Platforms. The fund aims to provide both growth potential and regular income by using options, which may appeal to investors who want exposure to the fast-growing crypto and tech space while also seeking extra cash flow. However, it is heavily tied to volatile crypto and tech stocks, so its price can swing sharply up and down.
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
LFGY is essentially riding the crypto roller coaster, with a heavy tilt toward U.S.-listed Bitcoin miners and digital-asset plays. Names like Hut 8, Riot Platforms, Galaxy Digital, and Core Scientific have been rising lately and are doing much of the heavy lifting, helped by improving sentiment around crypto infrastructure. On the other side, MicroStrategy and Block have been more mixed to lagging, occasionally taking the wind out of the fund’s sails. Nvidia adds a steadier big-tech AI angle, but the story here is clearly crypto-first, tech-second.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 4.96% | $6.78M | $4.58T | 52.40% | 76 Outperform | |
| Strategy | 4.82% | $6.59M | $46.43B | -52.65% | 55 Neutral | |
| Block | 4.82% | $6.59M | $39.25B | -28.26% | 72 Outperform | |
| Bitdeer Technologies | 4.79% | $6.55M | $3.34B | -15.95% | 38 Underperform | |
| Core Scientific Inc | 4.47% | $6.11M | $6.18B | 76.30% | 46 Neutral | |
| Opera | 4.38% | $5.99M | $1.24B | -25.15% | 67 Neutral | |
| Mercadolibre | 4.38% | $5.98M | $116.35B | 20.05% | 77 Outperform | |
| ― | 4.32% | $5.90M | ― | ― | ― | |
| Hut 8 | 4.30% | $5.88M | C$9.07B | 201.96% | 56 Neutral | |
| Cipher Mining | 4.25% | $5.80M | $7.41B | 317.59% | 56 Neutral |
LFGY Technical Analysis
Positive
―
Price Trends
25.26
Positive
27.19
Negative
26.42
Negative
Market Momentum
0.10
Negative
53.90
Neutral
35.09
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LFGY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.48, equal to the 50-day MA of 25.26, and equal to the 200-day MA of 26.42, indicating a neutral trend. The MACD of 0.10 indicates Negative momentum. The RSI at 53.90 is Neutral, neither overbought nor oversold. The STOCH value of 35.09 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LFGY.
LFGY Peer Comparison
Comparison Results
Performance Comparison
LFGY
YieldMax Crypto Industry & Tech Portfolio Option Income ETF
25.96
-0.31
-1.18%
FEPI
REX FANG & Innovation Equity Premium Income ETF
―
―
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SAMT
Strategas Macro Thematic Opportunities ETF
―
―
―
AIPI
REX AI Equity Premium Income ETF
―
―
―
FFOX
FundX Future Fund Opportunities ETF
―
―
―
DUNK
Dana Unconstrained Equity 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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