Raymond James Financial, Inc. vs YieldMax Universe Fund of Option Income ETFs — how do they compare? Raymond James Financial, Inc. trades at $158.28 (market cap $30.51B), while YieldMax Universe Fund of Option Income ETFs trades at $7.61 (market cap $364M). The key difference: Raymond James Financial, Inc. is far larger — about 83.8× YieldMax Universe Fund of Option Income ETFs's market cap, and Raymond James Financial, Inc. pays a 1.36% dividend while YieldMax Universe Fund of Option Income ETFs pays none. Which is the better fit depends on your goals — on Pluang, investors hold Raymond James Financial, Inc. for 75 Days and YieldMax Universe Fund of Option Income ETFs for 56 Days on average.
| RJF | YMAX | |
|---|---|---|
Market Cap | $30.51B | $364M |
Volume | 1,206,253 | 1,181,378 |
Sector | Financials | Income / Options Overlay |
52-Week High | $181.18 | $12.70 |
52-Week Low | $140.89 | $7.27 |
Typical Hold Time | 75 Days | 56 Days |
Enterprise Value | $24.37B | — |
Dividend Yield | 1.36% | — |
Signals from Pluang's Aura AI — not financial advice
Raymond James Financial (RJF) trades at $158.6, up 0.83% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company has delivered three consecutive quarterly earnings beats, with Q3 2026 EPS of $3.14 exceeding the $2.93 estimate. Revenue growth has been steady, rising from $10.9B in 2022 to $13.84B in 2025, supported by a robust net income margin of 15.37% and an ROE of 18.48%.
The outlook is balanced: analyst consensus is a 'Hold' with a $184 price target, implying 16% upside, but technical weakness and volatile cash flows from aggressive investing activities pose near-term risks. Long-term growth drivers include wealth management expansion and investment banking recovery, though rising expenses and market volatility remain headwinds.
YMAX trades at $7.48, down 0.66% with a bearish technical outlook. The ETF shows persistent NAV erosion despite high distributions, with the share price declining 22.7% year-to-date. Recent portfolio adjustments aim to address performance concerns, but structural costs and distribution sustainability remain key investor focus areas.
The fund faces significant headwinds from its fund-of-funds structure stacking costs, with a 1.33% base fee plus underlying ETF expenses. While offering 40%+ annualized yields, the distribution policy appears unsustainable given NAV declines. Investors face principal erosion risks despite high income payments.
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Raymond James Financial is a financial holding company whose major operations include wealth management, investment banking, asset management, and commercial banking. The company has more than 14,000 employees and supports more than 5,000 independent contractor financial advisors across the United States, Canada, and the United Kingdom. Approximately 90% of the company's revenue is from the U.S. and 70% is from the company's wealth-management segment.
Read more on RJF →YMAX is an actively managed 'fund of funds' that provides equal-weighted exposure to the full suite of YieldMax option income ETFs. It is designed to generate high current income by aggregating the premiums from various single-stock and thematic covered call strategies, offering a diversified approach to high-yield option investing.
Read more on YMAX →