BRKCYieldMax BRK.B Option Income Strategy ETF
Seeks current income while providing indirect exposure to the share price of Berkshire Hathaway Inc. (BRK.B).
By YieldMax ETFs · Launched 2025
Annual Cost
1.01%
#5,411 of 6,040 · expensive
Fund Size
$17M
#4,674 of 6,040 · small
Return (1Y)
+2.6%
Track Record
1 year
#4,353 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,233+2.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeStrategy
Option income
Holdings
By weightConcentration
single-stock exposure — holdings shown are derivatives collateral, not the fund's position
TREASURY BILL
69.3%
TREASURY BILL
23.0%
First American Government Obli
4.7%
N/A
0.6%
N/A
0.2%
N/A
-0.2%
N/ABRKB 5 C472.5
-0.5%
N/A
-3.7%
Asset allocation
Bonds
80.1%
Cash
13.5%
Stocks
6.0%
Other
0.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.3%Moderate
Year-on-year price swings
Max drawdown
-7.6%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks current income while providing indirect exposure to the share price of Berkshire Hathaway Inc. (BRK.B).
- Strategy
- Actively managed ETF that seeks current income through a synthetic covered call strategy and synthetic covered call spread strategy, generating options premiums while providing indirect exposure to the share price of BRK.B. The Fund does not invest directly in BRK.B and aims to participate in a portion of its potential gains.
- Inception date
- June 4, 2025
- Fund family
- YieldMax ETFs
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18