PLTYYieldMax PLTR Option Income Strategy ETF
Seeks current income while providing exposure to the share price of Palantir Technologies Inc. (PLTR).
By YieldMax ETFs · Launched 2024
Annual Cost
1.07%
#5,550 of 6,040 · expensive
Fund Size
$393M
#1,847 of 6,040 · large
Return (1Y)
+8.2%
Track Record
1 year
#3,794 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,889+8.9%
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
First American Government Obligs XFGXXX
4.5%
Asset allocation
Bonds
50.3%
Cash
22.9%
Stocks
18.3%
Other
8.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
51.9%High
Year-on-year price swings
Max drawdown
-41.4%Severe
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 exposure to the share price of Palantir Technologies Inc. (PLTR).
- Strategy
- Employs a synthetic covered call strategy to generate options premiums and provide indirect exposure to PLTR's price returns. The Fund aims to capture a portion of potential gains while managing risk through options contracts and U.S. Treasury securities.
- Inception date
- October 7, 2024
- Fund family
- YieldMax ETFs
Similar funds
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Data updated on 2026-09-18