
YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY)
ETF overview
The YieldMax Crypto Industry & Tech Portfolio Option Income ETF, known by its ticker LFGY, is an actively managed fund designed to provide investors with both consistent income and potential for capital growth. It achieves this by investing in a focused portfolio of approximately 15 to 30 publicly listed companies operating within the digital asset infrastructure sector. Its primary strategy for generating income involves selling (or writing) options contracts on the underlying stocks it holds, with the objective of making weekly income distributions. Beyond option premiums, LFGY also pursues capital appreciation by holding direct equity investments in these companies. The fund's adviser employs a rigorous selection process, evaluating potential holdings based on factors such as the liquidity of both their stocks and options, prevailing price levels, and anticipated price swings (implied volatility). The portfolio is continuously monitored and adjusted, with positions added or removed as deemed optimal.
Fund facts
- Expense ratio
- 1.02%
- Fund assets
- 83.92M USD (all share classes)
- Issuer
- YieldMax
- Inception date
- Jan 13, 2025
- Number of holdings
- 83
Breakdown
Holdings (83)
| Name | Ticker | Weight |
|---|---|---|
| First American Government Obligations Fund 12/01/2031 | 14.97% | |
| Block Inc | XYZ | 6.30% |
| NVIDIA Corp | NVDA | 6.29% |
| Opera Ltd | OPRA | 5.70% |
| Strategy Inc | MSTR | 4.48% |
| PayPal Holdings Inc | PYPL | 4.38% |
| Coinbase Global Inc | COIN | 4.18% |
| MercadoLibre Inc | MELI | 4.01% |
| Galaxy Digital Inc | GLXY | 3.90% |
| NU Holdings Ltd/Cayman Islands | NU | 3.74% |
| and 70 more | ||
Similar ETFs
- REX Crypto Equity Premium Income ETFCEPI · Overlap 39% · Expense ratio 0.85%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.

YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY)
- Expense ratio
- 1.02%
- Fund assets
- 83.92M USD (all share classes)
- Issuer
- YieldMax
- Inception date
- Jan 13, 2025
- Number of holdings
- 83
| Name | Ticker | Weight |
|---|---|---|
| First American Government Obligations Fund 12/01/2031 | 14.97% | |
| Block Inc | XYZ | 6.30% |
| NVIDIA Corp | NVDA | 6.29% |
| Opera Ltd | OPRA | 5.70% |
| Strategy Inc | MSTR | 4.48% |
| PayPal Holdings Inc | PYPL | 4.38% |
| Coinbase Global Inc | COIN | 4.18% |
| MercadoLibre Inc | MELI | 4.01% |
| Galaxy Digital Inc | GLXY | 3.90% |
| NU Holdings Ltd/Cayman Islands | NU | 3.74% |
| and 70 more | ||
The YieldMax Crypto Industry & Tech Portfolio Option Income ETF, known by its ticker LFGY, is an actively managed fund designed to provide investors with both consistent income and potential for capital growth. It achieves this by investing in a focused portfolio of approximately 15 to 30 publicly listed companies operating within the digital asset infrastructure sector. Its primary strategy for generating income involves selling (or writing) options contracts on the underlying stocks it holds, with the objective of making weekly income distributions. Beyond option premiums, LFGY also pursues capital appreciation by holding direct equity investments in these companies. The fund's adviser employs a rigorous selection process, evaluating potential holdings based on factors such as the liquidity of both their stocks and options, prevailing price levels, and anticipated price swings (implied volatility). The portfolio is continuously monitored and adjusted, with positions added or removed as deemed optimal.
- REX Crypto Equity Premium Income ETFCEPI · Overlap 39% · Expense ratio 0.85%
Overlap is the share of assets the two funds hold in common.
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