YieldMax BRK.B Option Income Strategy ETF
BThis fund concentrates its exposure in one company, using derivatives rather than holding the shares directly. Its results depend on that single stock.
$41.62+0.73 (+1.80%)
- 1.01%
- $8M
- +8.8%
- 19.75%
- 5.13K sh
- low $39.02high $47.40
The ETF.net BRKC Grade
B
Score 70 out of 100
- 5 of 72
Score 70 of 100 falls in the A band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25. The letter stays B for now. A new letter must hold for 3 published runs before it replaces it.
Cost
The fund’s net expense ratio, ranked against its category.B59 out of 100Rank 26 of 72Mission
Whether the fund did what it promised, tested against its stated mandate.A86 out of 100Rank 2 of 50Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.A84 out of 100Rank 7 of 70Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.B58 out of 100Rank 25 of 72Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.B58 out of 100Rank 33 of 72
Our read on BRKC
In short
BYieldMax points its option-income machinery at the ultimate buy-and-hold name. BRKC sells upside on Berkshire Hathaway to generate current income, and it never actually owns the shares.
Stated mandate
BRKC seeks current income while providing indirect exposure to the share-price returns of Berkshire Hathaway Inc. (BRK.B), with potential gains limited by its options strategy.
Why people hold it
Worth knowing
BRKC Holdings
- Other
- 9
- 101%
- United States Treasury Bill 02/18/2027
Geography
- United States100.00%
BRKC Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.Not enough history yet.Not enough history yet.
BRKC$10,876
Returns run to the Oct 30, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | BRKC |
|---|---|
| Year to date | +5.6% |
| 1 month | +5.8% |
| 3 months | +4.6% |
| 1 year | +8.8% |
| 3 years | |
| 5 years | |
| 10 years |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | BRKC |
|---|---|---|
| 2026 YTD | +5.6% | |
| 2025 | +0.9% |
BRKC in the news
BRKC Dividends
- 19.75%
- $8.07
- $0.17 per share
- Weekly
BRKC Risk
- 11.5%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.09
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −7.6%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- −0.03
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
BRKC Cost
Overpaying vs KWIN, cheapest in Single-Stock Option Income
$8,685
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
BRKC 1.01%
$18,850
KWIN 0.51% Cheapest
$10,165
Cost over time
Year by year
| Year | BRKC | KWIN | Overpaying |
|---|---|---|---|
| 10 | $1,780 | $918 | $862 |
| 20 | $6,686 | $3,527 | $3,159 |
| 30 | $18,850 | $10,165 | $8,685 |
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