YLDY - ETF AI Analysis
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Horizon High Income ETF (YLDY)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Mega-Cap Holdings
The ETF’s largest positions include well-known technology and blue-chip companies that have shown strong performance this year, supporting the fund’s income and growth potential.
Broad Sector Diversification
Holdings spread across technology, financials, health care, consumer sectors, and more help reduce the impact of weakness in any single industry.
Exposure to Leading U.S. Companies
With almost all assets in U.S. stocks, the fund focuses on globally recognized market leaders that many investors view as relatively stable core holdings.
Negative Factors
High Expense Ratio
The fund’s relatively high annual fee means more of your returns go to costs instead of staying in your pocket.
Recent Weak Overall Performance
Despite strong top holdings, the ETF’s recent returns over the year and the past month have been slightly negative, signaling near-term performance challenges.
Heavy Tilt Toward Technology and U.S. Market
A large weight in technology stocks and almost exclusive focus on the U.S. market increases sensitivity to downturns in that sector and region.
YLDY vs. SPDR S&P 500 ETF (SPY)
AUM21.24M
RegionNorth America
Expense Ratio0.70%
Beta0.56
IssuerHorizons
Inception DateAug 12, 2026
Dividend Yield0.86%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,586
30 Day Avg. Volume21,214
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
29.74Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering199
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
YLDY Summary
Horizon High Income ETF (YLDY) is a U.S. stock fund that focuses on large, well-established companies that pay regular dividends. It doesn’t follow a fixed index; instead, managers pick a mix of big names like Apple and Nvidia, along with other large companies across many sectors, and use an options strategy to try to boost the income investors receive. Someone might invest in YLDY if they want steady income and broad exposure to major U.S. companies in a single investment. A key risk is that the fund’s value and income can still go up and down with the stock market, and its options strategy may limit gains in strong rallies.
How much will it cost me?This ETF has an expense ratio of 0.70%, which means you’ll pay about $7 per year for every $1,000 you invest. That’s higher than the average ETF cost because YLDY is actively managed and uses an options strategy to try to generate more income, which typically comes with higher management fees.
What would affect this ETF?YLDY could benefit if large U.S. companies, especially big technology names like Nvidia, Apple, and Microsoft, keep growing and maintain strong dividend payments, and if interest rates stabilize or fall, making its income-focused strategy more attractive than bonds. On the downside, a downturn in the tech sector, rising interest rates, or new regulations affecting options strategies or large U.S. corporations could hurt returns, and sharp market rallies may be partially missed because of the fund’s call-option overlay.
YLDY Top 10 Holdings
YLDY leans heavily on Big Tech, with Nvidia, Apple, Microsoft, Alphabet, and Amazon forming the core engine of returns. Nvidia and Apple have been rising steadily, helping power the fund, while Microsoft and Alphabet are more mixed but still pulling their weight thanks to strength in cloud and AI. Amazon has lost a bit of momentum lately, and Broadcom’s recent softness means it’s not doing much heavy lifting. Outside tech, names like JPMorgan and Exxon add a steady U.S. large‑cap ballast, but this ETF’s story is firmly a U.S.-based, tech-driven income play.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.37% | $1.56M | $5.53T | 25.18% | 76 Outperform | |
| Apple | 6.32% | $1.34M | $4.91T | 37.25% | 79 Outperform | |
| Microsoft | 5.84% | $1.24M | $3.97T | 4.72% | 79 Outperform | |
| Alphabet Class A | 5.13% | $1.09M | $4.28T | 48.65% | 85 Outperform | |
| Amazon | 3.01% | $636.17K | $2.83T | 21.29% | 71 Outperform | |
| Broadcom | 2.51% | $532.29K | $1.73T | 11.37% | 76 Outperform | |
| Meta Platforms | 2.36% | $499.58K | $1.83T | 1.90% | 76 Outperform | |
| JPMorgan Chase | 1.96% | $414.61K | $885.15B | 10.67% | 72 Outperform | |
| Exxon Mobil | 1.72% | $363.29K | $694.67B | 52.57% | 74 Outperform | |
| Micron | 1.51% | $320.07K | $1.16T | 466.63% | 79 Outperform |
YLDY Technical Analysis
Positive
―
Price Trends
Market Momentum
0.07
Negative
60.41
Neutral
89.71
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For YLDY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 24.74, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.07 indicates Negative momentum. The RSI at 60.41 is Neutral, neither overbought nor oversold. The STOCH value of 89.71 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for YLDY.
YLDY Peer Comparison
Comparison Results
Performance Comparison
YLDY
Horizon High Income ETF
25.01
0.11
0.44%
FCUS
Pinnacle Focused Opportunities ETF
―
―
―
PRMR
PeakShares RMR Prime Equity ETF
―
―
―
EGGQ
NestYield Visionary ETF
―
―
―
REGS
Columbia Large Cap Growth ETF
―
―
―
RWLC
Rayliant Quantitative Developed Market 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.
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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