AIYY vs. TLT
Compare and contrast key facts about YieldMax AI Option Income Strategy ETF (AIYY) and iShares 20+ Year Treasury Bond ETF (TLT).
AIYY and TLT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AIYY is an actively managed fund by YieldMax. It was launched on Nov 27, 2023. TLT is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 20+ Year Treasury Bond Index. It was launched on Jul 26, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIYY or TLT.
Key characteristics
| AIYY | TLT | |
|---|---|---|
| YTD Return | -30.65% | 5.21% |
| Daily Std Dev | 41.73% | 16.72% |
| Max Drawdown | -38.33% | -48.35% |
| Current Drawdown | -35.23% | -34.44% |
Correlation
The correlation between AIYY and TLT is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AIYY vs. TLT - Performance Comparison
In the year-to-date period, AIYY achieves a -30.65% return, which is significantly lower than TLT's 5.21% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AIYY vs. TLT - Expense Ratio Comparison
AIYY has a 0.99% expense ratio, which is higher than TLT's 0.15% expense ratio.
Risk-Adjusted Performance
AIYY vs. TLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax AI Option Income Strategy ETF (AIYY) and iShares 20+ Year Treasury Bond ETF (TLT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Not enough dataDividends
AIYY vs. TLT - Dividend Comparison
AIYY's dividend yield for the trailing twelve months is around 66.03%, more than TLT's 3.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIYY YieldMax AI Option Income Strategy ETF | 66.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TLT iShares 20+ Year Treasury Bond ETF | 3.57% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% | 3.26% |
Drawdowns
AIYY vs. TLT - Drawdown Comparison
The maximum AIYY drawdown since its inception was -38.33%, smaller than the maximum TLT drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for AIYY and TLT. For additional features, visit the drawdowns tool.
Volatility
AIYY vs. TLT - Volatility Comparison
YieldMax AI Option Income Strategy ETF (AIYY) has a higher volatility of 11.86% compared to iShares 20+ Year Treasury Bond ETF (TLT) at 3.10%. This indicates that AIYY's price experiences larger fluctuations and is considered to be riskier than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.