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DISO vs. IPDP
Performance
Return for Risk
Dividends
Drawdowns
Volatility

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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DISO vs. IPDP - Yearly Performance Comparison


Returns By Period


DISO

1D
1.76%
1M
-8.06%
YTD
-12.82%
6M
-10.16%
1Y
-1.33%
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)

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DISO vs. IPDP - Expense Ratio Comparison

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


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: 1111
Overall Rank
DISO Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
DISO Sortino Ratio Rank: 1111
Sortino Ratio Rank
DISO Omega Ratio Rank: 1111
Omega Ratio Rank
DISO Calmar Ratio Rank: 1111
Calmar Ratio Rank
DISO Martin Ratio Rank: 1010
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 ratio

Return per unit of total volatility

-0.05

Sortino ratio

Return per unit of downside risk

0.09

Omega ratio

Gain probability vs. loss probability

1.01

Calmar ratio

Return relative to maximum drawdown

-0.08

Martin ratio

Return relative to average drawdown

-0.22

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

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

Dividends

DISO vs. IPDP - Dividend Comparison

DISO's dividend yield for the trailing twelve months is around 45.61%, while IPDP has not paid dividends to shareholders.


TTM202520242023
DISO
YieldMax DIS Option Income Strategy ETF
45.61%38.87%37.33%6.87%
IPDP
Dividend Performers ETF
0.00%0.00%0.00%0.00%

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

-15.25%

0.00%

-15.25%

Average Drawdown

Average peak-to-trough decline

-7.43%

0.00%

-7.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.10%

Volatility

DISO vs. IPDP - Volatility Comparison


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Volatility by Period


DISOIPDPDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.49%

Volatility (6M)

Calculated over the trailing 6-month period

15.69%

Volatility (1Y)

Calculated over the trailing 1-year period

24.49%

0.00%

+24.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.31%

0.00%

+21.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.31%

0.00%

+21.31%