YieldMax MSFT Option Income Strategy ETF (MSFO) belongs to the Options Trading category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with MSFO. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSFO
MSFO charges 0.99% annually. There are 134 ETFs in the Options Trading category with lower expense ratios, going as low as 0.29%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parametric Hedged Equity ETF | 0.29% | 137.24M | Oct 2023 | MSFO vs PHEQ | |
| iShares 20+ Year Treasury Bond BuyWrite Strategy E... | 0.35% | 1.97B | Jun 2022 | MSFO vs TLTW | |
| Amplify BlackSwan ISWN ETF | 0.49% | 36.93M | Jan 2021 | MSFO vs ISWN | |
| iShares Large Cap Moderate Buffer ETF | 0.50% | 166.70M | Jun 2023 | MSFO vs IVVM | |
| iShares Large Cap Deep Buffer ETF | 0.50% | 128.70M | Jun 2023 | MSFO vs IVVB |
Best Risk-Adjusted Alternatives to MSFO
MSFO has a PortfoliosLab risk / return rank of 7. There are 137 ETFs in the Options Trading category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Innovator Premium Income 15 Buffer ETF - April | 99 | — | Mar 2024 | MSFO vs LAPR | |
| Innovator Premium Income 30 Barrier ETF - April | 98 | 32.67M | Mar 2023 | MSFO vs APRJ | |
| AllianzIM U.S. Large Cap Buffer20 Apr ETF | 98 | 198.32M | May 2020 | MSFO vs APRW | |
| FT Cboe Vest U.S. Equity Enhance & Moderate Buffer... | 98 | — | Apr 2024 | MSFO vs XAPR | |
| PGIM US Large-Cap Buffer 12 ETF - April | 98 | — | Mar 2024 | MSFO vs APRP |
Top Performing MSFO Alternatives (YTD)
MSFO is at -9.19% YTD. There are 143 ETFs in the Options Trading category with higher YTD returns, going as high as 110.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| YieldMax AMD Option Income Strategy ETF | 110.49% | 367.33M | Sep 2023 | MSFO vs AMDY | |
| Defiance Nasdaq 100 Enhanced Options Income ETF | 19.07% | 189.73M | Sep 2023 | MSFO vs QQQY | |
| LHA Market State Tactical Q ETF | 17.40% | 32.01M | Mar 2022 | MSFO vs MSTQ | |
| Roundhill Innovation-100 0DTE Covered Call Strateg... | 16.58% | 880.92M | Mar 2024 | MSFO vs QDTE | |
| YieldMax NVDA Option Income Strategy ETF | 13.06% | 1.45B | May 2023 | MSFO vs NVDY |
Lowest Volatility Alternatives to MSFO
MSFO has 21.51% 1-year volatility. There are 143 ETFs in the Options Trading category with lower 1-year volatility, going as low as 0.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Innovator Premium Income 10 Barrier ETF - April | 0.00% | 9.42M | Mar 2023 | MSFO vs APRD | |
| Innovator Premium Income 40 Barrier ETF - October | 0.00% | 7.17M | Sep 2023 | MSFO vs OCTQ | |
| Innovator Premium Income 9 Buffer ETF - October | 0.00% | 5.96M | Sep 2023 | MSFO vs HOCT | |
| Innovator U.S. Equity Accelerated ETF - October | 0.00% | 3.39M | Sep 2021 | MSFO vs XDOC | |
| Innovator Premium Income 40 Barrier ETF - April | 0.00% | 19.28M | Mar 2023 | MSFO vs APRQ |
Lowest Drawdown Alternatives to MSFO
MSFO has a 1-year max drawdown of -29.29%. There are 140 ETFs in the Options Trading category with shallower 1-year drawdowns, going as shallow as -0.20%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Innovator Premium Income 30 Barrier ETF - April | -0.20% | 32.67M | Mar 2023 | MSFO vs APRJ | |
| Innovator Premium Income 15 Buffer ETF - April | -0.24% | — | Mar 2024 | MSFO vs LAPR | |
| Innovator Premium Income 30 Barrier ETF - July | -0.61% | 15.66M | Jun 2023 | MSFO vs JULJ | |
| FT Cboe Vest U.S. Equity Enhance & Moderate Buffer... | -0.66% | — | Apr 2024 | MSFO vs XAPR | |
| AllianzIM U.S. Large Cap Buffer20 Apr ETF | -0.75% | 198.32M | May 2020 | MSFO vs APRW |
Other ETFs from YieldMax
The 10 most viewed YieldMax ETFs shown here include MSTY, ULTY, YMAX and span 5 categories. AUM among these funds goes as high as $1B.
Often Compared With MSFO
Investors most often compare MSFO with MSFT, QQQ, AMZY. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare MSFO with Any Fund or Stock
Compare MSFO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSFO with funds that move differently
YieldMax MSFT Option Income Strategy ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSFO.
Explore MSFO Diversifiers