YMAX Collar Strategy

YMAX (YieldMax Universe Fund of Option Income ETFs), in the Financial Services sector, (Asset Management - Income industry), listed on AMEX.

The YieldMax Universe fund of Option Income ETFs (YMAX) is an actively managed exchange-trade fund that seeks to generate current income. As a “fund-of-fund”, YMAX invests in the full suite of YieldMax option income ETFs. Each underlying YieldMax ETF seeks to generate income while offering exposure to the share price of a specific company or ETF.

YMAX (YieldMax Universe Fund of Option Income ETFs) trades in the Financial Services sector, specifically Asset Management - Income, with a market capitalization of approximately $492.0M, a beta of 1.24 versus the broader market, a 52-week range of 7.47-14.114, average daily share volume of 1.8M, a public-listing history dating back to 2024. These structural characteristics shape how YMAX etf options price implied volatility around earnings windows, capital events, and macro-driven sector rotations.

A beta of 1.24 places YMAX roughly in line with broader market moves, so the strategy payoff and realized volatility track the index-equivalent baseline. YMAX pays a dividend, which adjusts put-call parity and shifts the ex-dividend pricing across the listed chain.

What is a collar on YMAX?

A collar pairs long stock with a protective out-of-the-money put financed by a short out-of-the-money call, capping both tails of the position around the current spot.

Current YMAX snapshot

As of May 15, 2026, spot at $8.48, ATM IV 19.50%, IV rank 6.32%, expected move 5.59%. The collar on YMAX below is built from the same end-of-day chain, with strikes snapped to listed contracts and premiums pulled from the bid/ask midpoint at a 63-day expiry.

Why this collar structure on YMAX specifically: IV regime affects collar pricing on both sides; compressed YMAX IV at 19.50% typically pushes the short call premium to roughly offset the long put cost, with a market-implied 1-standard-deviation move of approximately 5.59% (roughly $0.47 on the underlying). The 63-day window matched to the front-month expiry keeps theta exposure bounded while still capturing the post-snapshot move; longer-dated YMAX expiries trade a higher absolute premium for lower per-day decay. Position sizing on YMAX should anchor to the underlying notional of $8.48 per share and to the trader's directional view on YMAX etf.

YMAX collar setup

The YMAX collar below is built from the end-of-day chain, with each option leg priced at the bid/ask midpoint of its listed strike. With YMAX near $8.48, the first option leg uses a $9.00 strike; additional legs (when the strategy has them) anchor to spot-relative offsets. Premiums come from the bid/ask midpoint on the listed YMAX chain at a 63-day expiry; the cross-strike IV skew is reflected directly in the per-leg values rather than approximated. Quantity sizing assumes one contract per option leg (or 100 YMAX shares for the stock leg in covered calls and collars).

ActionTypeStrike / BasisPremium (est)
Buy 100 sharesStock$8.48long
Sell 1Call$9.00$0.20
Buy 1Put$8.00$0.90

YMAX collar risk and reward

Net Premium / Debit
-$918.00
Max Profit (per contract)
-$18.00
Max Loss (per contract)
-$118.00
Breakeven(s)
None on modeled curve
Risk / Reward Ratio
-0.153

Max profit roughly equals short-call strike minus cost basis plus net premium; max loss roughly equals cost basis minus long-put strike minus net premium. Breakeven shifts by the net premium.

YMAX collar payoff curve

Modeled P&L at expiration across a range of underlying prices for the collar on YMAX. Each row is one sampled price point from the computed payoff curve; the full curve uses 200 price points internally before being summarized into 10 rows here.

Underlying Price% From SpotP&L at Expiration
$0.01-99.9%-$118.00
$1.88-77.8%-$118.00
$3.76-55.7%-$118.00
$5.63-33.6%-$118.00
$7.51-11.5%-$118.00
$9.38+10.6%-$18.00
$11.25+32.7%-$18.00
$13.13+54.8%-$18.00
$15.00+76.9%-$18.00
$16.87+99.0%-$18.00

When traders use collar on YMAX

Collars on YMAX hedge an existing long YMAX etf position; the long put sets a floor while the short call finances it, often run as a near-zero-cost hedge during expected volatility windows.

YMAX thesis for this collar

The market-implied 1-standard-deviation range for YMAX extends from approximately $8.01 on the downside to $8.95 on the upside. A YMAX collar hedges an existing long YMAX position with a protective put while financing the put cost via a short call; when the premiums roughly offset, the collar acts as a near-zero-cost insurance band around the current spot. Current YMAX IV rank near 6.32% sits in the lower third of its 1-year distribution, where IV often re-expands toward the mean; this favors premium-buying structures and disadvantages premium-selling structures on YMAX at 19.50%. As a Financial Services name, YMAX options can move on sector-level news flow (peer earnings, regulatory updates, industry-specific macro data) in addition to YMAX-specific events.

YMAX collar positions are structurally neutral (protective); the modeled P&L assumes European-style exercise at expiration and ignores early assignment, transaction costs, dividends paid before expiry on the stock leg (when present), and the bid-ask spread on the listed chain. YMAX positions also carry Financial Services sector concentration risk; news flow inside the sector (peer earnings, regulatory shifts, supply-chain headlines) can move YMAX alongside the broader basket even when YMAX-specific fundamentals are unchanged. Always rebuild the position from current YMAX chain quotes before placing a trade.

Frequently asked questions

What is a collar on YMAX?
A collar on YMAX is the collar strategy applied to YMAX (etf). The strategy is structurally neutral (protective): A collar pairs long stock with a protective out-of-the-money put financed by a short out-of-the-money call, capping both tails of the position around the current spot. With YMAX etf trading near $8.48, the strikes shown on this page are snapped to the nearest listed YMAX chain strike and the premiums come straight from the end-of-day bid/ask midpoint.
How are YMAX collar max profit and max loss calculated?
Max profit roughly equals short-call strike minus cost basis plus net premium; max loss roughly equals cost basis minus long-put strike minus net premium. Breakeven shifts by the net premium. For the YMAX collar priced from the end-of-day chain at a 30-day expiry (ATM IV 19.50%), the computed maximum profit is -$18.00 per contract and the computed maximum loss is -$118.00 per contract. Live intraday quotes will differ as the chain moves through the trading session.
What is the breakeven for a YMAX collar?
The breakeven for the YMAX collar priced on this page is no defined breakeven on the modeled curve at expiration, derived from end-of-day chain premiums. Breakeven is the underlying price at which the strategy's P&L crosses zero ignoring transaction costs and assignment risk. The current YMAX market-implied 1-standard-deviation expected move is approximately 5.59%; if the move sits well outside the breakeven distance, the structure's risk-reward becomes correspondingly tighter.
When should you consider a collar on YMAX?
Collars on YMAX hedge an existing long YMAX etf position; the long put sets a floor while the short call finances it, often run as a near-zero-cost hedge during expected volatility windows.
How does current YMAX implied volatility affect this collar?
YMAX ATM IV is at 19.50% with IV rank near 6.32%, which is on the low end of its 1-year range. Premium-buying structures (long call, long put, debit spreads) are relatively cheap in this regime; premium-selling structures collect less credit per unit risk.

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