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AMZY vs. AMZN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AMZY vs. AMZN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax AMZN Option Income Strategy ETF (AMZY) and Amazon.com, Inc (AMZN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AMZY achieves a -2.38% return, which is significantly lower than AMZN's 0.85% return.


AMZY

1D
-3.73%
1M
-10.79%
YTD
-2.38%
6M
-1.81%
1Y
5.68%
3Y*
5Y*
10Y*

AMZN

1D
-4.75%
1M
-12.59%
YTD
0.85%
6M
1.91%
1Y
11.02%
3Y*
21.64%
5Y*
5.85%
10Y*
20.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AMZY vs. AMZN - Yearly Performance Comparison


2026 (YTD)202520242023
AMZY
YieldMax AMZN Option Income Strategy ETF
-2.38%10.39%35.28%18.03%
AMZN
Amazon.com, Inc
0.85%5.21%44.39%17.97%

Correlation

The correlation between AMZY and AMZN is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.98

Correlation (All Time)
Calculated using the full available price history since Jul 25, 2023

0.97

The correlation between AMZY and AMZN has been stable across timeframes, ranging from 0.97 to 0.98 - a consistent structural relationship.

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Return for Risk

AMZY vs. AMZN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMZY
AMZY Risk / Return Rank: 1111
Overall Rank
AMZY Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
AMZY Sortino Ratio Rank: 1111
Sortino Ratio Rank
AMZY Omega Ratio Rank: 1212
Omega Ratio Rank
AMZY Calmar Ratio Rank: 1111
Calmar Ratio Rank
AMZY Martin Ratio Rank: 1111
Martin Ratio Rank

AMZN
AMZN Risk / Return Rank: 5252
Overall Rank
AMZN Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
AMZN Sortino Ratio Rank: 4848
Sortino Ratio Rank
AMZN Omega Ratio Rank: 4747
Omega Ratio Rank
AMZN Calmar Ratio Rank: 5454
Calmar Ratio Rank
AMZN Martin Ratio Rank: 5555
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AMZY vs. AMZN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax AMZN Option Income Strategy ETF (AMZY) and Amazon.com, Inc (AMZN). 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.


AMZYAMZNDifference
Sharpe ratioReturn per unit of total volatility

-0.12

Sortino ratioReturn per unit of downside risk

-0.23

Omega ratioGain probability vs. loss probability

1.06

1.09

-0.03

Calmar ratioReturn relative to maximum drawdown

0.29

0.51

-0.22

Martin ratioReturn relative to average drawdown

0.70

1.18

-0.48

AMZY vs. AMZN - Sharpe Ratio Comparison

The current AMZY Sharpe Ratio is 0.24, which is lower than the AMZN Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of AMZY and AMZN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AMZY vs. AMZN - Drawdown Comparison

The maximum AMZY drawdown since its inception was -23.70%, smaller than the maximum AMZN drawdown of -94.40%. Use the drawdown chart below to compare losses from any high point for AMZY and AMZN.


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Drawdown Indicators


AMZYAMZNDifference

Max Drawdown

Largest peak-to-trough decline

-23.70%

-94.40%

+70.70%

Max Drawdown (1Y)

Largest decline over 1 year

-19.61%

-21.74%

+2.13%

Max Drawdown (3Y)

Largest decline over 3 years

-30.88%

Max Drawdown (5Y)

Largest decline over 5 years

-56.15%

Max Drawdown (10Y)

Largest decline over 10 years

-56.15%

Current Drawdown

Current decline from peak

-12.84%

-15.35%

+2.51%

Average Drawdown

Average peak-to-trough decline

-5.39%

-28.18%

+22.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.17%

9.37%

-1.20%

Volatility

AMZY vs. AMZN - Volatility Comparison

The current volatility for YieldMax AMZN Option Income Strategy ETF (AMZY) is 8.10%, while Amazon.com, Inc (AMZN) has a volatility of 10.30%. This indicates that AMZY experiences smaller price fluctuations and is considered to be less risky than AMZN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AMZYAMZNDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.10%

10.30%

-2.20%

Volatility (6M)

Calculated over the trailing 6-month period

17.19%

21.84%

-4.65%

Volatility (1Y)

Calculated over the trailing 1-year period

24.28%

30.95%

-6.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.15%

35.68%

-10.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.15%

32.57%

-7.42%

Dividends

AMZY vs. AMZN - Dividend Comparison

AMZY's dividend yield for the trailing twelve months is around 58.63%, while AMZN has not paid dividends to shareholders.


PositionTTM202520242023
AMZN
Amazon.com, Inc
0.00%0.00%0.00%0.00%
AMZY
YieldMax AMZN Option Income Strategy ETF
58.63%52.59%47.91%9.90%

Frequently Asked Questions


With a correlation of 0.98, AMZY and AMZN move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

AMZN has higher volatility (10.30%) compared to AMZY (8.10%). In terms of maximum drawdown, AMZY dropped -23.70% vs AMZN's -94.40%.

AMZN currently has the higher Sharpe Ratio (0.36 vs 0.24), 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.

Portfolio Optimizer

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