EGGQ vs. EGGY

Last updated Jun 24, 2026

EGGQ (NestYield Visionary ETF) and EGGY (NestYield Dynamic Income ETF) are both Derivative Income funds from NestYield. Both are actively managed. Over the past year, EGGQ returned 61.68% vs 52.56% for EGGY. Their correlation of 0.95 suggests significant overlap in exposure. EGGQ charges 0.89%/yr vs 0.95%/yr for EGGY.

Performance

EGGQ vs. EGGY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NestYield Visionary ETF (EGGQ) and NestYield Dynamic Income ETF (EGGY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with EGGQ having a 39.75% return and EGGY slightly higher at 41.66%.

EGGQ

• 1D: -6.25%
• 1M: 9.79%
• YTD: 39.75%
• 6M: 36.73%
• 1Y: 61.68%
• 3Y*: —
• 5Y*: —
• 10Y*: —

EGGY

• 1D: -5.87%
• 1M: 10.15%
• YTD: 41.66%
• 6M: 39.02%
• 1Y: 52.56%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EGGQ vs. EGGY - Yearly Performance Comparison

	2026 (YTD)	2025	2024
EGGQ NestYield Visionary ETF	39.75%	25.92%	-0.88%
EGGY NestYield Dynamic Income ETF	41.66%	16.46%	-1.22%

Correlation

The correlation between EGGQ and EGGY is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.96
Correlation (All Time) Calculated using the full available price history since Dec 30, 2024	0.95

The correlation between EGGQ and EGGY has been stable across timeframes, ranging from 0.95 to 0.96 - a consistent structural relationship.

Return for Risk

EGGQ vs. EGGY — Risk / Return Rank

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

EGGQ

EGGQ Risk / Return Rank: 55
EGGQ Sharpe Ratio Rank: 57
EGGQ Sortino Ratio Rank: 49
EGGQ Omega Ratio Rank: 52
EGGQ Calmar Ratio Rank: 67
EGGQ Martin Ratio Rank: 52

EGGY

EGGY Risk / Return Rank: 49
EGGY Sharpe Ratio Rank: 50
EGGY Sortino Ratio Rank: 42
EGGY Omega Ratio Rank: 49
EGGY Calmar Ratio Rank: 61
EGGY Martin Ratio Rank: 45

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.

EGGQ vs. EGGY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NestYield Visionary ETF (EGGQ) 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.

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.

	EGGQ	EGGY	Difference
Sharpe ratio: Return per unit of total volatility	1.82	1.64	+0.18
Sortino ratio: Return per unit of downside risk	2.27	2.06	+0.21
Omega ratio: Gain probability vs. loss probability	1.31	1.30	+0.01
Calmar ratio: Return relative to maximum drawdown	3.14	2.88	+0.26
Martin ratio: Return relative to average drawdown	8.35	7.14	+1.21

EGGQ vs. EGGY - Sharpe Ratio Comparison

The current EGGQ Sharpe Ratio is 1.82, which is comparable to the EGGY Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of EGGQ and EGGY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

EGGQ vs. EGGY - Drawdown Comparison

The maximum EGGQ drawdown since its inception was -22.70%, which is greater than EGGY's maximum drawdown of -18.34%. Use the drawdown chart below to compare losses from any high point for EGGQ and EGGY.

Drawdown Indicators

	EGGQ	EGGY	Difference
Max Drawdown Largest peak-to-trough decline	-22.70%	-18.34%	-4.36%
Max Drawdown (1Y) Largest decline over 1 year	-19.76%	-18.34%	-1.42%
Current Drawdown Current decline from peak	-6.25%	-5.87%	-0.38%
Average Drawdown Average peak-to-trough decline	-5.64%	-5.22%	-0.42%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.41%	7.39%	+0.02%

Volatility

EGGQ vs. EGGY - Volatility Comparison

NestYield Visionary ETF (EGGQ) and NestYield Dynamic Income ETF (EGGY) have volatilities of 15.85% and 15.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EGGQ	EGGY	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.85%	15.51%	+0.34%
Volatility (6M) Calculated over the trailing 6-month period	28.31%	27.05%	+1.26%
Volatility (1Y) Calculated over the trailing 1-year period	34.06%	32.15%	+1.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.14%	30.41%	+3.73%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.14%	30.41%	+3.73%

EGGQ vs. EGGY - Expense Ratio Comparison

EGGQ has a 0.89% expense ratio, which is lower than EGGY's 0.95% expense ratio.

Dividends

EGGQ vs. EGGY - Dividend Comparison

EGGQ's dividend yield for the trailing twelve months is around 5.47%, less than EGGY's 25.18% yield.

Position	TTM	2025
EGGQ NestYield Visionary ETF	5.47%	5.70%
EGGY NestYield Dynamic Income ETF	25.18%	28.26%

Frequently Asked Questions

Can I hold both EGGQ and EGGY in my portfolio?

With a correlation of 0.96, EGGQ and EGGY move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, EGGQ or EGGY?

EGGQ has higher volatility (15.85%) compared to EGGY (15.51%). In terms of maximum drawdown, EGGQ dropped -22.70% vs EGGY's -18.34%.

Which ETF is better, EGGQ or EGGY?

On 1-year performance, EGGQ leads with 61.68% vs 52.56% for EGGY. On fees, EGGQ is cheaper at 0.89% per year. On volatility, EGGY has been the lower-risk option at 15.51%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, EGGQ or EGGY?

Over the 1-year period, EGGQ has performed better with a 61.68% return vs 52.56%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, EGGQ or EGGY?

EGGQ is cheaper with a 0.89% expense ratio, compared with 0.95% for EGGY.

Which ETF pays a higher dividend yield, EGGQ or EGGY?

EGGY has the higher dividend yield at 25.18%, compared with 5.47% for EGGQ.

What is the main difference between EGGQ and EGGY?

Their fees differ too: 0.89% for EGGQ and 0.95% for EGGY.

Which has better risk-adjusted returns?

EGGQ currently has the higher Sharpe Ratio (1.82 vs 1.64), 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.