CWII vs. EGGY
CWII (REX CRWV Growth & Income ETF) and EGGY (NestYield Dynamic Income ETF) are both Derivative Income funds. Both are actively managed. A 0.57 correlation means they provide meaningful diversification when combined. CWII charges 1.03%/yr vs 0.95%/yr for EGGY.
Performance
CWII vs. EGGY - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with CWII having a 37.23% return and EGGY slightly higher at 38.58%.
CWII
- 1D
- -5.26%
- 1M
- -7.64%
- YTD
- 37.23%
- 6M
- 17.21%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EGGY
- 1D
- -1.34%
- 1M
- 12.89%
- YTD
- 38.58%
- 6M
- 36.91%
- 1Y
- 50.17%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CWII vs. EGGY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CWII REX CRWV Growth & Income ETF | 37.23% | -42.16% |
EGGY NestYield Dynamic Income ETF | 38.58% | -5.79% |
Correlation
The correlation between CWII and EGGY is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 5, 2025 | 0.57 |
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Return for Risk
CWII vs. EGGY — Risk / Return Rank
CWII
EGGY
CWII vs. EGGY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX CRWV Growth & Income ETF (CWII) and NestYield Dynamic Income ETF (EGGY). 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
| CWII | EGGY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.38 | 1.36 | -1.74 |
Drawdowns
CWII vs. EGGY - Drawdown Comparison
The maximum CWII drawdown since its inception was -48.46%, which is greater than EGGY's maximum drawdown of -18.34%. Use the drawdown chart below to compare losses from any high point for CWII and EGGY.
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Drawdown Indicators
| CWII | EGGY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.46% | -18.34% | -30.12% |
Max Drawdown (1Y)Largest decline over 1 year | — | -18.34% | — |
Current DrawdownCurrent decline from peak | -20.63% | -1.34% | -19.29% |
Average DrawdownAverage peak-to-trough decline | -30.55% | -5.25% | -25.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 7.26% | — |
Volatility
CWII vs. EGGY - Volatility Comparison
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Volatility by Period
| CWII | EGGY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 12.26% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 23.94% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 88.61% | 29.07% | +59.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 88.61% | 28.64% | +59.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 88.61% | 28.64% | +59.97% |
CWII vs. EGGY - Expense Ratio Comparison
CWII has a 1.03% expense ratio, which is higher than EGGY's 0.95% expense ratio.
Dividends
CWII vs. EGGY - Dividend Comparison
CWII's dividend yield for the trailing twelve months is around 20.73%, less than EGGY's 25.74% yield.
| Position | TTM | 2025 |
|---|---|---|
CWII REX CRWV Growth & Income ETF | 20.73% | 6.09% |
EGGY NestYield Dynamic Income ETF | 25.74% | 28.26% |
Frequently Asked Questions
CWII and EGGY have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EGGY is cheaper at 0.95% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EGGY is cheaper with a 0.95% expense ratio, compared with 1.03% for CWII.
EGGY has the higher dividend yield at 25.74%, compared with 20.73% for CWII.
They also come from different issuers: REX Shares and NestYield. Their fees differ too: 1.03% for CWII and 0.95% for EGGY.
Find the right allocation for CWII and EGGY
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