That's exactly what has happened with Nvidia. Over the past year, Nvidia stock is up by 166% as the surge in AI investment has been a massive tailwind to the business. On the other hand, even including its massive dividend yield, the YieldMax NVDA Option Income Strategy ETF is up by about 105%. That's 61 percentage points of underperformance.

There's no question that artificial intelligence (AI) stocks have led the charge in the current bull market, but in recent months, that leadership seems to be fading. Some investo