DVY vs. WNTR
DVY (iShares Select Dividend ETF) and WNTR (YieldMax Short MSTR Option Income Strategy ETF) are both exchange-traded funds - DVY is a Large Cap Value Equities fund tracking the Dow Jones U.S. Select Dividend Index, while WNTR is a Derivative Income fund actively managed by YieldMax. DVY is passively managed, while WNTR is actively managed. Over the past year, DVY returned 24.49% vs 115.98% for WNTR. At a correlation of -0.21, they often move in opposite directions. DVY charges 0.39%/yr vs 1.01%/yr for WNTR.
Performance
DVY vs. WNTR - Performance Comparison
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Returns By Period
In the year-to-date period, DVY achieves a 12.97% return, which is significantly lower than WNTR's 17.65% return.
DVY
- 1D
- 0.72%
- 1M
- 1.93%
- YTD
- 12.97%
- 6M
- 11.84%
- 1Y
- 24.49%
- 3Y*
- 16.32%
- 5Y*
- 9.79%
- 10Y*
- 10.66%
WNTR
- 1D
- 6.51%
- 1M
- 45.64%
- YTD
- 17.65%
- 6M
- 21.49%
- 1Y
- 115.98%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DVY vs. WNTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
DVY iShares Select Dividend ETF | 12.97% | 8.56% |
WNTR YieldMax Short MSTR Option Income Strategy ETF | 17.65% | 52.78% |
Correlation
The correlation between DVY and WNTR is -0.15, 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 (1Y) Calculated over the trailing 1-year period | -0.15 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2025 | -0.21 |
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Return for Risk
DVY vs. WNTR — Risk / Return Rank
DVY
WNTR
DVY vs. WNTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Select Dividend ETF (DVY) and YieldMax Short MSTR Option Income Strategy ETF (WNTR). 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.
| DVY | WNTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | +0.73 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.33 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.57 | 2.73 | +0.84 |
| Martin ratioReturn relative to average drawdown | 12.47 | 6.99 | +5.48 |
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Drawdowns
DVY vs. WNTR - Drawdown Comparison
The maximum DVY drawdown since its inception was -62.59%, which is greater than WNTR's maximum drawdown of -42.65%. Use the drawdown chart below to compare losses from any high point for DVY and WNTR.
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Drawdown Indicators
| DVY | WNTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.59% | -42.65% | -19.94% |
Max Drawdown (1Y)Largest decline over 1 year | -6.89% | -42.65% | +35.76% |
Max Drawdown (3Y)Largest decline over 3 years | -16.00% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.54% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.59% | — | — |
Current DrawdownCurrent decline from peak | -0.38% | -4.02% | +3.64% |
Average DrawdownAverage peak-to-trough decline | -8.77% | -20.87% | +12.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 16.66% | -14.69% |
Volatility
DVY vs. WNTR - Volatility Comparison
The current volatility for iShares Select Dividend ETF (DVY) is 3.36%, while YieldMax Short MSTR Option Income Strategy ETF (WNTR) has a volatility of 18.14%. This indicates that DVY experiences smaller price fluctuations and is considered to be less risky than WNTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DVY | WNTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 18.14% | -14.78% |
Volatility (6M)Calculated over the trailing 6-month period | 7.80% | 46.41% | -38.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.25% | 53.16% | -41.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.14% | 53.31% | -38.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 53.31% | -35.30% |
DVY vs. WNTR - Expense Ratio Comparison
DVY has a 0.39% expense ratio, which is lower than WNTR's 1.01% expense ratio.
Dividends
DVY vs. WNTR - Dividend Comparison
DVY's dividend yield for the trailing twelve months is around 3.35%, less than WNTR's 94.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DVY iShares Select Dividend ETF | 3.35% | 3.65% | 3.65% | 3.82% | 3.43% | 3.12% | 3.66% | 3.41% | 3.58% | 3.00% | 3.04% | 3.45% |
WNTR YieldMax Short MSTR Option Income Strategy ETF | 94.34% | 58.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DVY and WNTR have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WNTR has higher volatility (18.14%) compared to DVY (3.36%). In terms of maximum drawdown, DVY dropped -62.59% vs WNTR's -42.65%.
On 1-year performance, WNTR leads with 115.98% vs 24.49% for DVY. On fees, DVY is cheaper at 0.39% per year. On volatility, DVY has been the lower-risk option at 3.36%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, WNTR has performed better with a 115.98% return vs 24.49%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DVY is cheaper with a 0.39% expense ratio, compared with 1.01% for WNTR.
WNTR has the higher dividend yield at 94.34%, compared with 3.35% for DVY.
DVY is categorized as Large Cap Value Equities, while WNTR is Derivative Income. They also come from different issuers: iShares and YieldMax. Their fees differ too: 0.39% for DVY and 1.01% for WNTR.
DVY currently has the higher Sharpe Ratio (2.20 vs 2.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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