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DISO vs. IPDP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DISO vs. IPDP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax DIS Option Income Strategy ETF (DISO) and Dividend Performers ETF (IPDP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


DISO

1D
-0.13%
1M
-0.51%
YTD
-11.11%
6M
-4.70%
1Y
-7.64%
3Y*
5Y*
10Y*

IPDP

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DISO vs. IPDP - Yearly Performance Comparison


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Return for Risk

DISO vs. IPDP — Risk / Return Rank

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

DISO
DISO Risk / Return Rank: 55
Overall Rank
DISO Sharpe Ratio Rank: 66
Sharpe Ratio Rank
DISO Sortino Ratio Rank: 55
Sortino Ratio Rank
DISO Omega Ratio Rank: 55
Omega Ratio Rank
DISO Calmar Ratio Rank: 55
Calmar Ratio Rank
DISO Martin Ratio Rank: 55
Martin Ratio Rank

IPDP
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.

DISO vs. IPDP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax DIS Option Income Strategy ETF (DISO) and Dividend Performers ETF (IPDP). 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.


DISOIPDPDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.95

Calmar ratioReturn relative to maximum drawdown

-0.42

Martin ratioReturn relative to average drawdown

-0.96

DISO vs. IPDP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


DISOIPDPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.38

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

Drawdowns

DISO vs. IPDP - Drawdown Comparison

The maximum DISO drawdown since its inception was -26.62%, which is greater than IPDP's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for DISO and IPDP.


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Drawdown Indicators


DISOIPDPDifference

Max Drawdown

Largest peak-to-trough decline

-26.62%

0.00%

-26.62%

Max Drawdown (1Y)

Largest decline over 1 year

-18.08%

Current Drawdown

Current decline from peak

-13.58%

0.00%

-13.58%

Average Drawdown

Average peak-to-trough decline

-7.68%

0.00%

-7.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.96%

Volatility

DISO vs. IPDP - Volatility Comparison


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Volatility by Period


DISOIPDPDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.96%

Volatility (6M)

Calculated over the trailing 6-month period

16.07%

Volatility (1Y)

Calculated over the trailing 1-year period

20.22%

0.00%

+20.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.52%

0.00%

+21.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.52%

0.00%

+21.52%

DISO vs. IPDP - Expense Ratio Comparison

DISO has a 1.01% expense ratio, which is lower than IPDP's 1.52% expense ratio.


Dividends

DISO vs. IPDP - Dividend Comparison

DISO's dividend yield for the trailing twelve months is around 45.81%, while IPDP has not paid dividends to shareholders.


PositionTTM202520242023
DISO
YieldMax DIS Option Income Strategy ETF
45.81%38.87%37.33%6.87%
IPDP
Dividend Performers ETF
0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, DISO is cheaper at 1.01% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DISO is cheaper with a 1.01% expense ratio, compared with 1.52% for IPDP.

DISO has the higher dividend yield at 45.81%, compared with 0.00% for IPDP.

They also come from different issuers: YieldMax and Innovative Portfolios. Their fees differ too: 1.01% for DISO and 1.52% for IPDP.

Portfolio Optimizer

Find the right allocation for DISO and IPDP

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