BUFB vs. YMAX ETF Comparison

Comparison of Innovator Laddered Allocation Buffer ETF (BUFB) to YieldMax Universe Fund of Option Income ETFs (YMAX)
BUFB

Innovator Laddered Allocation Buffer ETF

BUFB Description

Innovator Laddered Allocation Buffer ETF is an exchange traded fund launched and managed by Innovator Capital Management, LLC. It is co-managed by Penserra Capital Management, LLC. It invests in public equity markets of the United States. It invests through other funds in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. The fund seeks to track the performance of MerQube U.S. Large Cap Equity Buffer Laddered Index, by using full replication technique. Innovator Laddered Allocation Buffer ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$32.34

Average Daily Volume

19,820

Number of Holdings *

7

* may have additional holdings in another (foreign) market
YMAX

YieldMax Universe Fund of Option Income ETFs

YMAX Description The fund is a "fund of funds," meaning that it primarily invests its assets in the shares of other ETFs, rather than in securities of individual companies. In addition, from time to time, the fund may invest directly in the securities and financial instruments in which one or more Underlying YieldMax" ETF invests. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$18.13

Average Daily Volume

826,262

Number of Holdings *

13

* may have additional holdings in another (foreign) market
Performance
Period BUFB YMAX
30 Days 0.75% 7.60%
60 Days 2.27% 11.21%
90 Days 3.88% 12.28%
12 Months 20.83%
0 Overlapping Holdings
Symbol Grade Weight in BUFB Weight in YMAX Overlap
BUFB Overweight 7 Positions Relative to YMAX
Symbol Grade Weight
BAPR A 8.34%
BAUG A 8.33%
BJUL A 8.33%
BOCT B 8.32%
BJUN A 8.32%
BMAY A 8.31%
BJAN A 8.28%
BUFB Underweight 13 Positions Relative to YMAX
Symbol Grade Weight
CONY B -5.23%
OARK B -4.07%
NFLY A -4.01%
AMZY B -3.98%
GOOY B -3.9%
JPMO B -3.88%
MSFO D -3.87%
DISO A -3.83%
FBY B -3.81%
NVDY A -3.78%
XOMO A -3.74%
AMDY F -3.62%
APLY A -3.62%

YMAX: Top Represented Industries & Keywords

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