AMDY vs. PFLT
AMDY (YieldMax AMD Option Income Strategy ETF) is Options Trading fund actively managed by YieldMax, while PFLT (PennantPark Floating Rate Capital Ltd.) is a stock. Over the past year, AMDY returned 218.08% vs -17.85% for PFLT. At a 0.20 correlation, their price movements are largely independent.
Performance
AMDY vs. PFLT - Performance Comparison
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Returns By Period
In the year-to-date period, AMDY achieves a 107.12% return, which is significantly higher than PFLT's -13.49% return.
AMDY
- 1D
- 3.87%
- 1M
- 14.85%
- YTD
- 107.12%
- 6M
- 109.15%
- 1Y
- 218.08%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PFLT
- 1D
- -1.32%
- 1M
- -8.82%
- YTD
- -13.49%
- 6M
- -11.20%
- 1Y
- -17.85%
- 3Y*
- 0.05%
- 5Y*
- 0.63%
- 10Y*
- 5.33%
AMDY vs. PFLT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AMDY YieldMax AMD Option Income Strategy ETF | 107.12% | 53.93% | -17.00% | 25.92% |
PFLT PennantPark Floating Rate Capital Ltd. | -13.49% | -4.17% | 0.62% | 15.72% |
Correlation
The correlation between AMDY and PFLT is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Sep 19, 2023 | 0.20 |
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Return for Risk
AMDY vs. PFLT — Risk / Return Rank
AMDY
PFLT
AMDY vs. PFLT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax AMD Option Income Strategy ETF (AMDY) and PennantPark Floating Rate Capital Ltd. (PFLT). 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.
| AMDY | PFLT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +4.79 | ||
| Sortino ratioReturn per unit of downside risk | +5.11 | ||
| Omega ratioGain probability vs. loss probability | 1.56 | 0.87 | +0.69 |
| Calmar ratioReturn relative to maximum drawdown | 7.96 | -0.82 | +8.77 |
| Martin ratioReturn relative to average drawdown | 17.75 | -1.50 | +19.25 |
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Drawdowns
AMDY vs. PFLT - Drawdown Comparison
The maximum AMDY drawdown since its inception was -53.92%, smaller than the maximum PFLT drawdown of -69.77%. Use the drawdown chart below to compare losses from any high point for AMDY and PFLT.
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Drawdown Indicators
| AMDY | PFLT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.92% | -69.77% | +15.85% |
Max Drawdown (1Y)Largest decline over 1 year | -27.59% | -21.90% | -5.69% |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.96% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.64% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -69.77% | — |
Current DrawdownCurrent decline from peak | -1.92% | -22.85% | +20.93% |
Average DrawdownAverage peak-to-trough decline | -17.82% | -8.33% | -9.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.34% | 11.93% | +0.41% |
Volatility
AMDY vs. PFLT - Volatility Comparison
YieldMax AMD Option Income Strategy ETF (AMDY) has a higher volatility of 21.43% compared to PennantPark Floating Rate Capital Ltd. (PFLT) at 8.03%. This indicates that AMDY's price experiences larger fluctuations and is considered to be riskier than PFLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMDY | PFLT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.43% | 8.03% | +13.40% |
Volatility (6M)Calculated over the trailing 6-month period | 43.65% | 17.12% | +26.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 55.92% | 20.81% | +35.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.89% | 21.28% | +25.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.89% | 28.98% | +17.91% |
Dividends
AMDY vs. PFLT - Dividend Comparison
AMDY's dividend yield for the trailing twelve months is around 64.04%, more than PFLT's 16.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMDY YieldMax AMD Option Income Strategy ETF | 64.04% | 80.68% | 109.98% | 6.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PFLT PennantPark Floating Rate Capital Ltd. | 16.18% | 13.27% | 11.25% | 9.98% | 10.38% | 8.93% | 10.83% | 9.24% | 9.59% | 8.31% | 8.08% | 10.04% |
Frequently Asked Questions
AMDY and PFLT have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMDY has higher volatility (21.43%) compared to PFLT (8.03%). In terms of maximum drawdown, AMDY dropped -53.92% vs PFLT's -69.77%.
AMDY currently has the higher Sharpe Ratio (3.93 vs -0.86), 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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