BABW vs. SOXY
BABW (Roundhill BABA WeeklyPay ETF) and SOXY (YieldMax Target 12™ Semiconductor Option Income ETF) are both Derivative Income funds. Both are actively managed. Their 0.35 correlation means their historical movements had little consistent relationship. BABW charges 0.99%/yr vs 1.06%/yr for SOXY.
Performance
BABW vs. SOXY - Performance Comparison
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Returns By Period
In the year-to-date period, BABW achieves a -16.68% return, which is significantly lower than SOXY's 70.13% return.
BABW
- 1D
- 1.55%
- 1M
- 40.41%
- 6M
- -26.50%
- YTD
- -16.68%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
SOXY
- 1D
- 6.56%
- 1M
- -5.46%
- 6M
- 53.12%
- YTD
- 70.13%
- 1Y
- 104.81%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 65.13%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $110.31K | $74.82K | $59.98K | |
| $1.66M | $2.38M | $2.08M |
BABW vs. SOXY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BABW Roundhill BABA WeeklyPay ETF | -16.68% | -16.98% |
SOXY YieldMax Target 12™ Semiconductor Option Income ETF | 70.13% | 5.59% |
Correlation
The correlation between BABW and SOXY is 0.35, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 23, 2025 | 0.35 |
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Return for Risk
BABW vs. SOXY — Risk / Return Rank
BABW
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SOXY
BABW vs. SOXY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill BABA WeeklyPay ETF (BABW) and YieldMax Target 12™ Semiconductor Option Income ETF (SOXY). 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.
| BABW | SOXY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.40 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.69 | — |
| Martin ratioReturn relative to average drawdown | — | 16.12 | — |
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Drawdowns
BABW vs. SOXY - Drawdown Comparison
The maximum BABW drawdown since its inception was -54.76%, which is greater than SOXY's maximum drawdown of -30.22%. Use the drawdown chart below to compare losses from any high point for BABW and SOXY.
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Drawdown Indicators
| BABW | SOXY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.76% | -30.22% | -24.54% |
Max Drawdown (1Y)Largest decline over 1 year | — | -28.56% | — |
Current DrawdownCurrent decline from peak | -35.40% | -15.88% | -19.52% |
Average DrawdownAverage peak-to-trough decline | -27.02% | -5.55% | -21.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 6.52% | — |
Volatility
BABW vs. SOXY - Volatility Comparison
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Volatility by Period
| BABW | SOXY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 19.07% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 36.04% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 50.46% | 40.29% | +10.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.46% | 39.52% | +10.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.46% | 39.52% | +10.94% |
BABW vs. SOXY - Expense Ratio Comparison
BABW has a 0.99% expense ratio, which is lower than SOXY's 1.06% expense ratio.
Dividends
BABW vs. SOXY - Dividend Comparison
BABW's dividend yield for the trailing twelve months is around 45.79%, more than SOXY's 8.76% yield.
| Position | TTM | 2025 |
|---|---|---|
BABW Roundhill BABA WeeklyPay ETF | 45.79% | 10.68% |
SOXY YieldMax Target 12™ Semiconductor Option Income ETF | 8.76% | 11.47% |
Frequently Asked Questions
BABW and SOXY have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BABW is cheaper at 0.99% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BABW is cheaper with a 0.99% expense ratio, compared with 1.06% for SOXY.
BABW has the higher dividend yield at 45.79%, compared with 8.76% for SOXY.
They also come from different issuers: Roundhill and YieldMax. Their fees differ too: 0.99% for BABW and 1.06% for SOXY.
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