EGGQ vs. TSMY

Last updated Jun 3, 2026

EGGQ (NestYield Visionary ETF) and TSMY (YieldMax TSM Option Income Strategy ETF) are both Derivative Income funds. Both are actively managed. Over the past year, EGGQ returned 63.58% vs 96.92% for TSMY. A 0.71 correlation means they provide meaningful diversification when combined. EGGQ charges 0.89%/yr vs 0.99%/yr for TSMY.

Performance

EGGQ vs. TSMY - Performance Comparison

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

Returns By Period

The year-to-date returns for both stocks are quite close, with EGGQ having a 39.32% return and TSMY slightly lower at 38.94%.

EGGQ

• 1D: 4.92%
• 1M: 17.67%
• YTD: 39.32%
• 6M: 38.36%
• 1Y: 63.58%
• 3Y*: —
• 5Y*: —
• 10Y*: —

TSMY

• 1D: 1.56%
• 1M: 9.89%
• YTD: 38.94%
• 6M: 42.47%
• 1Y: 96.92%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

EGGQ vs. TSMY - Yearly Performance Comparison

	2026 (YTD)	2025	2024
EGGQ NestYield Visionary ETF	39.32%	25.92%	-1.32%
TSMY YieldMax TSM Option Income Strategy ETF	38.94%	41.00%	-1.35%

Correlation

The correlation between EGGQ and TSMY is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.66
Correlation (All Time) Calculated using the full available price history since Dec 31, 2024	0.71

The correlation between EGGQ and TSMY has been stable across timeframes, ranging from 0.66 to 0.71 - a consistent structural relationship.

Return for Risk

EGGQ vs. TSMY — Risk / Return Rank

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

EGGQ

EGGQ Risk / Return Rank: 57
EGGQ Sharpe Ratio Rank: 60
EGGQ Sortino Ratio Rank: 52
EGGQ Omega Ratio Rank: 55
EGGQ Calmar Ratio Rank: 66
EGGQ Martin Ratio Rank: 52

TSMY

TSMY Risk / Return Rank: 90
TSMY Sharpe Ratio Rank: 92
TSMY Sortino Ratio Rank: 87
TSMY Omega Ratio Rank: 85
TSMY Calmar Ratio Rank: 92
TSMY Martin Ratio Rank: 92

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. TSMY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NestYield Visionary ETF (EGGQ) and YieldMax TSM Option Income Strategy ETF (TSMY). 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.

	EGGQ	TSMY	Difference
Sharpe ratio Return per unit of total volatility	2.05	3.38	-1.33
Sortino ratio Return per unit of downside risk	2.52	4.00	-1.49
Omega ratio Gain probability vs. loss probability	1.34	1.53	-0.18
Calmar ratio Return relative to maximum drawdown	3.34	6.40	-3.06
Martin ratio Return relative to average drawdown	9.07	23.81	-14.74
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EGGQ vs. TSMY - Sharpe Ratio Comparison

The current EGGQ Sharpe Ratio is 2.05, which is lower than the TSMY Sharpe Ratio of 3.38. The chart below compares the historical Sharpe Ratios of EGGQ and TSMY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	EGGQ	TSMY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.05	3.38	-1.33
Sharpe Ratio (All Time) Calculated using the full available price history	1.46	1.60	-0.14

Drawdowns

EGGQ vs. TSMY - Drawdown Comparison

The maximum EGGQ drawdown since its inception was -22.70%, smaller than the maximum TSMY drawdown of -31.15%. Use the drawdown chart below to compare losses from any high point for EGGQ and TSMY.

Drawdown Indicators

	EGGQ	TSMY	Difference
Max Drawdown Largest peak-to-trough decline	-22.70%	-31.15%	+8.45%
Max Drawdown (1Y) Largest decline over 1 year	-19.76%	-15.50%	-4.26%
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-5.70%	-5.52%	-0.18%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.28%	4.17%	+3.11%

Volatility

EGGQ vs. TSMY - Volatility Comparison

NestYield Visionary ETF (EGGQ) has a higher volatility of 12.50% compared to YieldMax TSM Option Income Strategy ETF (TSMY) at 9.35%. This indicates that EGGQ's price experiences larger fluctuations and is considered to be riskier than TSMY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EGGQ	TSMY	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.50%	9.35%	+3.15%
Volatility (6M) Calculated over the trailing 6-month period	25.04%	22.65%	+2.39%
Volatility (1Y) Calculated over the trailing 1-year period	31.24%	28.83%	+2.41%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.67%	33.23%	-0.56%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	32.67%	33.23%	-0.56%

EGGQ vs. TSMY - Expense Ratio Comparison

EGGQ has a 0.89% expense ratio, which is lower than TSMY's 0.99% expense ratio.

Dividends

EGGQ vs. TSMY - Dividend Comparison

EGGQ's dividend yield for the trailing twelve months is around 5.48%, less than TSMY's 51.48% yield.

Position	TTM	2025	2024
EGGQ NestYield Visionary ETF	5.48%	5.70%	0.00%
TSMY YieldMax TSM Option Income Strategy ETF	51.48%	56.76%	13.71%

Frequently Asked Questions

Can I hold both EGGQ and TSMY in my portfolio?

EGGQ and TSMY have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EGGQ or TSMY?

EGGQ has higher volatility (12.50%) compared to TSMY (9.35%). In terms of maximum drawdown, EGGQ dropped -22.70% vs TSMY's -31.15%.

Which ETF is better, EGGQ or TSMY?

On 1-year performance, TSMY leads with 96.92% vs 63.58% for EGGQ. On fees, EGGQ is cheaper at 0.89% per year. On volatility, TSMY has been the lower-risk option at 9.35%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, EGGQ or TSMY?

Over the 1-year period, TSMY has performed better with a 96.92% return vs 63.58%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, EGGQ or TSMY?

EGGQ is cheaper with a 0.89% expense ratio, compared with 0.99% for TSMY.

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

TSMY has the higher dividend yield at 51.48%, compared with 5.48% for EGGQ.

What is the main difference between EGGQ and TSMY?

They also come from different issuers: NestYield and YieldMax. Their fees differ too: 0.89% for EGGQ and 0.99% for TSMY.

Which has better risk-adjusted returns?

TSMY currently has the higher Sharpe Ratio (3.38 vs 2.05), 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.