AMZY vs. USAI
AMZY (YieldMax AMZN Option Income Strategy ETF) and USAI (Pacer American Energy Independence ETF) are both exchange-traded funds - AMZY is a Derivative Income fund actively managed by YieldMax, while USAI is a Energy Equities fund tracking the American Energy Independence Index. AMZY is actively managed, while USAI is passively managed. Over the past 3 years, AMZY returned 22.79%/yr vs 24.27%/yr for USAI. Their 0.05 correlation means their historical movements had little consistent relationship. AMZY charges 1.09%/yr vs 0.75%/yr for USAI.
Performance
AMZY vs. USAI - Performance Comparison
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Returns By Period
In the year-to-date period, AMZY achieves a 14.08% return, which is significantly lower than USAI's 24.17% return.
AMZY
- 1D
- 3.21%
- 1M
- 14.34%
- 6M
- 11.00%
- YTD
- 14.08%
- 1Y
- 21.24%
- 3Y*
- 22.79%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 25.97%
USAI
- 1D
- -0.81%
- 1M
- 2.22%
- 6M
- 15.78%
- YTD
- 24.17%
- 1Y
- 20.95%
- 3Y*
- 24.27%
- 5Y*
- 20.69%
- 10Y*
- —
- ALL TIME*
- 13.53%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.63M | $2.96M | $4.73M | |
| $1.88M | $1.12M | $755.94K |
AMZY vs. USAI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AMZY YieldMax AMZN Option Income Strategy ETF | 14.08% | 10.39% | 35.28% | 18.03% |
USAI Pacer American Energy Independence ETF | 24.17% | 0.69% | 43.99% | 5.57% |
Correlation
The correlation between AMZY and USAI is -0.24, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.24 |
Correlation (3Y) Balances recent behavior with more history. | 0.04 |
Correlation (All Time) Calculated using the full available price history since Jul 25, 2023 | 0.05 |
The correlation between AMZY and USAI shifts across timeframes, from -0.24 (1 year) to 0.05 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AMZY vs. USAI — Risk / Return Rank
AMZY
USAI
AMZY vs. USAI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax AMZN Option Income Strategy ETF (AMZY) and Pacer American Energy Independence ETF (USAI). 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.
| AMZY | USAI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.09 | 2.41 | -1.32 |
| Martin ratioReturn relative to average drawdown | 2.40 | 4.87 | -2.47 |
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Drawdowns
AMZY vs. USAI - Drawdown Comparison
The maximum AMZY drawdown since its inception was -23.70%, smaller than the maximum USAI drawdown of -65.25%. Use the drawdown chart below to compare losses from any high point for AMZY and USAI.
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Drawdown Indicators
| AMZY | USAI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.70% | -65.25% | +41.55% |
Max Drawdown (1Y)Largest decline over 1 year | -19.61% | -8.72% | -10.89% |
Max Drawdown (3Y)Largest decline over 3 years | -23.70% | -18.22% | -5.48% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.68% | — |
Current DrawdownCurrent decline from peak | 0.00% | -4.45% | +4.45% |
Average DrawdownAverage peak-to-trough decline | -5.57% | -9.28% | +3.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.87% | 4.31% | +4.56% |
Volatility
AMZY vs. USAI - Volatility Comparison
YieldMax AMZN Option Income Strategy ETF (AMZY) has a higher volatility of 13.72% compared to Pacer American Energy Independence ETF (USAI) at 6.24%. This indicates that AMZY's price experiences larger fluctuations and is considered to be riskier than USAI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMZY | USAI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.72% | 6.24% | +7.48% |
Volatility (6M)Calculated over the trailing 6-month period | 21.48% | 13.15% | +8.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.32% | 16.38% | +10.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.13% | 20.41% | +5.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.13% | 27.17% | -1.04% |
AMZY vs. USAI - Expense Ratio Comparison
AMZY has a 1.09% expense ratio, which is higher than USAI's 0.75% expense ratio.
Dividends
AMZY vs. USAI - Dividend Comparison
AMZY's dividend yield for the trailing twelve months is around 45.29%, more than USAI's 4.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
AMZY YieldMax AMZN Option Income Strategy ETF | 45.29% | 52.59% | 47.91% | 9.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USAI Pacer American Energy Independence ETF | 4.15% | 5.03% | 3.62% | 4.99% | 5.41% | 6.15% | 7.67% | 6.50% | 5.56% | 0.08% |
Frequently Asked Questions
AMZY and USAI have a correlation of -0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMZY has higher volatility (13.72%) compared to USAI (6.24%). In terms of maximum drawdown, AMZY dropped -23.70% vs USAI's -65.25%.
On 3-year performance, USAI leads with 24.27% vs 22.79% for AMZY. On fees, USAI is cheaper at 0.75% per year. On volatility, USAI has been the lower-risk option at 6.24%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, USAI has performed better with a 24.27% return vs 22.79%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USAI is cheaper with a 0.75% expense ratio, compared with 1.09% for AMZY.
AMZY has the higher dividend yield at 45.29%, compared with 4.15% for USAI.
AMZY is categorized as Derivative Income, while USAI is Energy Equities. They also come from different issuers: YieldMax and Pacer. Their fees differ too: 1.09% for AMZY and 0.75% for USAI.
USAI currently has the higher Sharpe Ratio (1.29 vs 0.78), 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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