ALTI vs. YMAG
ALTI (Alvarium Tiedemann Holdings Inc.) is a stock, while YMAG (YieldMax Magnificent 7 Fund of Option Income ETFs) is Derivative Income fund actively managed by YieldMax. Over the past year, ALTI returned -15.48% vs 17.51% for YMAG. At a 0.16 correlation, their price movements are largely independent.
Performance
ALTI vs. YMAG - Performance Comparison
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Returns By Period
In the year-to-date period, ALTI achieves a -25.86% return, which is significantly lower than YMAG's 1.13% return.
ALTI
- 1D
- -3.91%
- 1M
- 12.42%
- 6M
- -16.30%
- YTD
- -25.86%
- 1Y
- -15.48%
- 3Y*
- -25.83%
- 5Y*
- —
- 10Y*
- —
YMAG
- 1D
- -0.93%
- 1M
- 2.28%
- 6M
- 1.34%
- YTD
- 1.13%
- 1Y
- 17.51%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ALTI vs. YMAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ALTI Alvarium Tiedemann Holdings Inc. | -25.86% | 5.22% | -37.09% |
YMAG YieldMax Magnificent 7 Fund of Option Income ETFs | 1.13% | 18.64% | 34.66% |
Correlation
The correlation between ALTI and YMAG is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jan 30, 2024 | 0.16 |
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Return for Risk
ALTI vs. YMAG — Risk / Return Rank
ALTI
YMAG
ALTI vs. YMAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alvarium Tiedemann Holdings Inc. (ALTI) and YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ALTI | YMAG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.29 | ||
| Sortino ratioReturn per unit of downside risk | -1.46 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.18 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.34 | 1.22 | -1.56 |
| Martin ratioReturn relative to average drawdown | -0.67 | 3.73 | -4.40 |
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Drawdowns
ALTI vs. YMAG - Drawdown Comparison
The maximum ALTI drawdown since its inception was -83.64%, which is greater than YMAG's maximum drawdown of -25.96%. Use the drawdown chart below to compare losses from any high point for ALTI and YMAG.
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Drawdown Indicators
| ALTI | YMAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.64% | -25.96% | -57.68% |
Max Drawdown (1Y)Largest decline over 1 year | -45.86% | -14.38% | -31.48% |
Max Drawdown (3Y)Largest decline over 3 years | -72.22% | — | — |
Current DrawdownCurrent decline from peak | -77.66% | -5.21% | -72.45% |
Average DrawdownAverage peak-to-trough decline | -65.13% | -4.62% | -60.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.24% | 4.70% | +18.54% |
Volatility
ALTI vs. YMAG - Volatility Comparison
Alvarium Tiedemann Holdings Inc. (ALTI) has a higher volatility of 21.12% compared to YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) at 6.35%. This indicates that ALTI's price experiences larger fluctuations and is considered to be riskier than YMAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ALTI | YMAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.12% | 6.35% | +14.77% |
Volatility (6M)Calculated over the trailing 6-month period | 42.80% | 13.44% | +29.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 57.80% | 17.27% | +40.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 86.07% | 20.99% | +65.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 86.07% | 20.99% | +65.08% |
Dividends
ALTI vs. YMAG - Dividend Comparison
ALTI has not paid dividends to shareholders, while YMAG's dividend yield for the trailing twelve months is around 51.40%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
ALTI Alvarium Tiedemann Holdings Inc. | 0.00% | 0.00% | 0.00% |
YMAG YieldMax Magnificent 7 Fund of Option Income ETFs | 51.40% | 52.27% | 35.22% |
Frequently Asked Questions
ALTI and YMAG have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ALTI has higher volatility (21.12%) compared to YMAG (6.35%). In terms of maximum drawdown, ALTI dropped -83.64% vs YMAG's -25.96%.
YMAG currently has the higher Sharpe Ratio (1.02 vs -0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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