BIGY - ETF AI Analysis
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YieldMax Target 12 Big 50 Option Income ETF (BIGY)
Rating:76Outperform
Price Target:―
Positive Factors
Strong Mega-Cap Tech Exposure
Several of the largest technology holdings, such as Nvidia, Amazon, Alphabet, Broadcom, and Meta, have shown strong gains, which can support the fund’s overall performance.
Broad Sector Diversification
The ETF spreads its investments across multiple sectors including technology, financials, health care, consumer defensive, consumer cyclical, industrials, and energy, helping reduce the impact of weakness in any single area.
Recent Short-Term Momentum
The fund’s performance over the past month has been positive, suggesting some recent recovery despite weaker results over longer periods.
Negative Factors
High Expense Ratio
The ETF charges relatively high annual fees, which can eat into returns over time compared with lower-cost funds.
Mixed Performance of Top Holdings
Some major positions like Apple, Microsoft, JPMorgan, and Tesla have shown weak or negative performance, which has weighed on the fund’s year-to-date results.
Concentrated U.S. and Tech Focus
The portfolio is heavily tilted toward U.S. stocks and technology names, which increases sensitivity to downturns in the U.S. market and the tech sector.
BIGY vs. SPDR S&P 500 ETF (SPY)
AUM37.78M
RegionNorth America
Expense Ratio1.09%
Beta0.97
IssuerYieldMax
Inception DateNov 20, 2024
Dividend Yield11.7%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume13,573
30 Day Avg. Volume11,458
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
61.58Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering51
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BIGY Summary
The YieldMax Target 12 Big 50 Option Income ETF (BIGY) invests in 50 of the largest U.S. companies instead of tracking a specific index, focusing on big, well-known names. Its top holdings include companies like Apple and Nvidia, along with other major tech, financial, and consumer brands. The fund aims to generate extra income by using options on these stocks, which may appeal to investors looking for regular income plus exposure to large, established companies. However, it is heavily invested in big U.S. stocks, especially technology, so its value can go up and down significantly with the stock market.
How much will it cost me?The YieldMax Target 12 Big 50 Option Income ETF (BIGY) 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 the fund uses an actively managed options income strategy, which typically involves more complex management compared to passive index funds.
What would affect this ETF?BIGY's focus on large-cap U.S. companies, particularly in technology and communication services, positions it to benefit from continued innovation and consumer demand in these sectors. However, its reliance on covered call strategies may limit upside potential during strong market rallies, and economic challenges like rising interest rates or regulatory changes in tech could negatively impact its top holdings. The ETF's diversification across sectors provides some resilience, but its heavy tech exposure makes it sensitive to sector-specific risks.
BIGY Top 10 Holdings
BIGY is leaning heavily into U.S. mega-cap tech, with Nvidia, Apple, Alphabet, Amazon, and AMD setting the tone. Chip names like Nvidia and especially AMD have been the fund’s main engines lately, riding the AI wave and giving performance a strong tailwind. Apple and Alphabet are also rising steadily, adding to the momentum. Amazon’s gains have been a bit more mixed, while Microsoft and Meta have recently lost some steam, acting as mild brakes. Overall, this is a U.S.-centric, Big Tech–driven story with semiconductors in the driver’s seat.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.76% | $2.56M | $5.39T | 57.78% | 76 Outperform | |
| Apple | 6.61% | $2.50M | $4.63T | 55.06% | 79 Outperform | |
| Alphabet Class A | 5.23% | $1.98M | $4.37T | 117.74% | 85 Outperform | |
| Amazon | 5.12% | $1.94M | $2.76T | 24.70% | 71 Outperform | |
| Broadcom | 3.93% | $1.48M | $2.28T | 87.49% | 76 Outperform | |
| Advanced Micro Devices | 3.84% | $1.45M | $850.42B | 344.58% | 73 Outperform | |
| Microsoft | 3.60% | $1.36M | $3.28T | -4.68% | 79 Outperform | |
| Meta Platforms | 3.36% | $1.27M | $1.52T | -10.38% | 76 Outperform | |
| Texas Instruments | 2.81% | $1.06M | $280.42B | 63.82% | 78 Outperform | |
| JPMorgan Chase | 2.76% | $1.04M | $806.43B | 13.03% | 72 Outperform |
BIGY Technical Analysis
Positive
―
Price Trends
50.58
Positive
49.79
Positive
49.16
Positive
Market Momentum
0.75
Positive
68.56
Neutral
50.56
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BIGY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 52.71, equal to the 50-day MA of 50.58, and equal to the 200-day MA of 49.16, indicating a bullish trend. The MACD of 0.75 indicates Positive momentum. The RSI at 68.56 is Neutral, neither overbought nor oversold. The STOCH value of 50.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BIGY.
BIGY Peer Comparison
Comparison Results
Performance Comparison
BIGY
YieldMax Target 12 Big 50 Option Income ETF
53.28
11.11
26.35%
JHDG
John Hancock Hedged Equity ETF
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―
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JOYT
JPMorgan Equity and Options Total Return ETF
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PQUS
Pictet AI Enhanced US Equity ETF
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―
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FCUS
Pinnacle Focused Opportunities ETF
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EGGQ
NestYield Visionary 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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