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 Leaders
Several top holdings tied to the crypto industry, such as Hut 8 and Core Scientific, have shown strong gains this year, helping support the fund’s return potential.
Growth-Oriented Tech Exposure
Significant weight in technology and crypto-related companies, including names like Nvidia and Opera, gives investors exposure to areas with strong growth trends.
Focused North American Portfolio
The fund is mainly invested in U.S. and Canadian companies, which can make it easier for investors to understand and follow the underlying businesses.
Negative Factors
High Expense Ratio
The fund’s management fee is relatively high, which can eat into returns over time compared with lower-cost ETFs.
Recent Performance Weakness
The ETF has delivered weak results so far this year and over the last three months, showing that it can struggle during unfavorable market conditions.
Concentrated Sector and Theme Risk
Heavy exposure to financial and technology sectors tied to the crypto industry means the fund can be very sensitive to swings in crypto and related markets.
LFGY vs. SPDR S&P 500 ETF (SPY)
AUM102.74M
RegionNorth America
Expense Ratio1.02%
Beta1.39
IssuerYieldMax
Inception DateJan 13, 2025
Dividend Yield83.45%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume42,023
30 Day Avg. Volume66,298
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
29.87Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering24
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LFGY Summary
LFGY is the YieldMax Crypto Industry & Tech Portfolio Option Income ETF. It follows a digital economy theme, focusing on companies tied to cryptocurrency, blockchain, and modern financial technology rather than a traditional index. Its holdings include well-known names like Nvidia and Robinhood, along with crypto miners and blockchain-focused firms. Investors might consider LFGY if they want growth potential from crypto and tech companies plus extra income from its options strategy. However, it is heavily exposed to volatile crypto and tech stocks, so its price can swing sharply up or 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-mining roller coaster, with Riot Platforms, Cipher Mining, Hut 8, and other miners doing most of the heavy lifting as their stocks have been rising sharply this year. That crypto-heavy tilt means performance is closely tied to Bitcoin sentiment, with Core Scientific and some other miners still looking mixed as debt and cash issues weigh on them. Nvidia adds a steadier big-tech AI angle but has recently lost a bit of steam, while names like Opera and Galaxy Digital round out a mostly U.S.-focused, high-octane digital economy bet.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Riot Platforms | 6.64% | $6.59M | $10.63B | 208.84% | 68 Neutral | |
| Cipher Mining | 6.36% | $6.31M | $11.94B | 697.17% | 56 Neutral | |
| ― | 6.08% | $6.04M | ― | ― | ― | |
| Hut 8 | 5.93% | $5.89M | C$19.85B | 685.66% | 56 Neutral | |
| Core Scientific Inc | 5.80% | $5.76M | $9.27B | 156.21% | 46 Neutral | |
| Block | 5.57% | $5.53M | $44.51B | 14.85% | 72 Outperform | |
| Opera | 5.36% | $5.32M | $1.66B | 5.92% | 67 Neutral | |
| Nvidia | 5.34% | $5.30M | $5.10T | 44.72% | 76 Outperform | |
| Galaxy Digital | 4.79% | $4.75M | $13.33B | 79.32% | 70 Outperform | |
| MARA Holdings | 4.67% | $4.64M | $5.42B | 4.72% | 64 Neutral |
LFGY Technical Analysis
Negative
―
Price Trends
22.09
Negative
20.18
Positive
20.91
Positive
Market Momentum
-0.13
Positive
44.05
Neutral
26.41
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 22.03, equal to the 50-day MA of 22.09, and equal to the 200-day MA of 20.91, indicating a neutral trend. The MACD of -0.13 indicates Positive momentum. The RSI at 44.05 is Neutral, neither overbought nor oversold. The STOCH value of 26.41 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
21.28
-1.12
-5.00%
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
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XPND
First Trust Expanded Technology ETF
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LRNZ
TrueShares Technology, AI & Deep Learning ETF
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―
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GK
AdvisorShares Gerber Kawasaki ETF
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―
―
JXX
Janus Henderson Transformational Growth 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.
DisclaimerThis 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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