BRKC vs. ULTY
BRKC (YieldMax BRK.B Option Income Strategy ETF) and ULTY (YieldMax Ultra Option Income Strategy ETF) are both Derivative Income funds from YieldMax. Both are actively managed. At a correlation of -0.12, they often move in opposite directions. BRKC charges 0.99%/yr vs 1.14%/yr for ULTY.
Performance
BRKC vs. ULTY - Performance Comparison
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Returns By Period
In the year-to-date period, BRKC achieves a -3.65% return, which is significantly lower than ULTY's 11.14% return.
BRKC
- 1D
- 0.72%
- 1M
- 1.28%
- YTD
- -3.65%
- 6M
- -4.08%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ULTY
- 1D
- -1.25%
- 1M
- 4.53%
- YTD
- 11.14%
- 6M
- 9.84%
- 1Y
- 8.24%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BRKC vs. ULTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BRKC YieldMax BRK.B Option Income Strategy ETF | -3.65% | 0.93% |
ULTY YieldMax Ultra Option Income Strategy ETF | 11.14% | -0.90% |
Correlation
The correlation between BRKC and ULTY is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 6, 2025 | -0.12 |
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Return for Risk
BRKC vs. ULTY — Risk / Return Rank
BRKC
ULTY
BRKC vs. ULTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax BRK.B Option Income Strategy ETF (BRKC) and YieldMax Ultra Option Income Strategy ETF (ULTY). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| BRKC | ULTY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.40 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.22 | 0.17 | -0.39 |
Drawdowns
BRKC vs. ULTY - Drawdown Comparison
The maximum BRKC drawdown since its inception was -7.59%, smaller than the maximum ULTY drawdown of -26.85%. Use the drawdown chart below to compare losses from any high point for BRKC and ULTY.
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Drawdown Indicators
| BRKC | ULTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.59% | -26.85% | +19.26% |
Max Drawdown (1Y)Largest decline over 1 year | — | -24.16% | — |
Current DrawdownCurrent decline from peak | -5.59% | -8.88% | +3.29% |
Average DrawdownAverage peak-to-trough decline | -3.12% | -9.37% | +6.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 12.31% | — |
Volatility
BRKC vs. ULTY - Volatility Comparison
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Volatility by Period
| BRKC | ULTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.51% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 15.03% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.68% | 20.79% | -8.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.68% | 26.92% | -14.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.68% | 26.92% | -14.24% |
BRKC vs. ULTY - Expense Ratio Comparison
BRKC has a 0.99% expense ratio, which is lower than ULTY's 1.14% expense ratio.
Dividends
BRKC vs. ULTY - Dividend Comparison
BRKC's dividend yield for the trailing twelve months is around 20.15%, less than ULTY's 114.67% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BRKC YieldMax BRK.B Option Income Strategy ETF | 20.15% | 10.81% | 0.00% |
ULTY YieldMax Ultra Option Income Strategy ETF | 114.67% | 142.99% | 111.70% |
Frequently Asked Questions
BRKC and ULTY have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BRKC is cheaper at 0.99% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BRKC is cheaper with a 0.99% expense ratio, compared with 1.14% for ULTY.
ULTY has the higher dividend yield at 114.67%, compared with 20.15% for BRKC.
Their fees differ too: 0.99% for BRKC and 1.14% for ULTY.
Find the right allocation for BRKC and ULTY
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