YieldMax® Target 12™ Big 50 Option Income ETF (BIGY)
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YieldMax® Target 12™ Big 50 Option Income ETF (BIGY) Celebrates Its One-Year Anniversary
Globenewswire· 2025-11-21 16:59
Core Insights - YieldMax® Target 12™ Big 50 Option Income ETF (BIGY) has achieved significant performance in its first year, outperforming competitors like JPMorgan Equity Premium Income ETF (JEPI) and NEOS S&P 500 High Income ETF (SPYI) in cumulative total returns [1][5] Performance Summary - BIGY's cumulative total returns as of November 20, 2025, are as follows: - 3 Months: 5.02% - 6 Months: 15.29% - 1 Year: 14.72% - In comparison, JEPI and SPYI reported: - JEPI: 3 Months: -0.32%, 6 Months: 3.46%, 1 Year: 1.98% - SPYI: 3 Months: 1.96%, 6 Months: 9.17%, 1 Year: 10.16% [1] Fund Objectives and Strategy - BIGY is designed to target an annual yield of 12% while pursuing capital appreciation through investments in fifty large-cap U.S. companies [2][6] - The fund employs an option income strategy to generate income and seeks additional capital appreciation through direct equity investments, providing a balanced approach for various portfolio goals [2] Expense Ratios - BIGY has a gross expense ratio of 0.99% - In comparison, JEPI has a gross expense ratio of 0.35% and SPYI has a gross expense ratio of 0.68% [6][7]