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 -24.08% vs 16.69% 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 -33.41% return, which is significantly lower than YMAG's -3.07% return.
ALTI
- 1D
- 4.75%
- 1M
- -6.36%
- YTD
- -33.41%
- 6M
- -33.97%
- 1Y
- -24.08%
- 3Y*
- -19.84%
- 5Y*
- —
- 10Y*
- —
YMAG
- 1D
- -0.87%
- 1M
- -7.55%
- YTD
- -3.07%
- 6M
- -4.07%
- 1Y
- 16.69%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ALTI vs. YMAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ALTI Alvarium Tiedemann Holdings Inc. | -33.41% | 5.22% | -37.09% |
YMAG YieldMax Magnificent 7 Fund of Option Income ETFs | -3.07% | 18.64% | 34.66% |
Correlation
The correlation between ALTI and YMAG is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
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 | -1.45 | ||
| Sortino ratioReturn per unit of downside risk | -1.77 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.18 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.53 | 1.17 | -1.69 |
| Martin ratioReturn relative to average drawdown | -1.09 | 3.84 | -4.93 |
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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 | -79.94% | -9.15% | -70.79% |
Average DrawdownAverage peak-to-trough decline | -64.95% | -4.56% | -60.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.14% | 4.35% | +17.79% |
Volatility
ALTI vs. YMAG - Volatility Comparison
Alvarium Tiedemann Holdings Inc. (ALTI) has a higher volatility of 18.27% compared to YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) at 5.86%. 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 | 18.27% | 5.86% | +12.41% |
Volatility (6M)Calculated over the trailing 6-month period | 42.22% | 12.60% | +29.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 54.95% | 16.68% | +38.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 86.16% | 20.98% | +65.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 86.16% | 20.98% | +65.18% |
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 53.52%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
ALTI Alvarium Tiedemann Holdings Inc. | 0.00% | 0.00% | 0.00% |
YMAG YieldMax Magnificent 7 Fund of Option Income ETFs | 53.52% | 52.27% | 35.22% |
Frequently Asked Questions
ALTI and YMAG have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ALTI has higher volatility (18.27%) compared to YMAG (5.86%). In terms of maximum drawdown, ALTI dropped -83.64% vs YMAG's -25.96%.
YMAG currently has the higher Sharpe Ratio (1.01 vs -0.44), 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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