EGGS vs. EGGY

Last updated Jul 14, 2026

EGGS (NestYield Total Return Guard ETF) and EGGY (NestYield Dynamic Income ETF) are both Derivative Income funds from NestYield. Both are actively managed. Over the past year, EGGS returned 13.19% vs 27.10% for EGGY. Their correlation of 0.93 suggests significant overlap in exposure. EGGS charges 0.89%/yr vs 0.95%/yr for EGGY.

Performance

EGGS vs. EGGY - Performance Comparison

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

Returns By Period

In the year-to-date period, EGGS achieves a 11.23% return, which is significantly lower than EGGY's 24.40% return.

EGGS

• 1D: -3.87%
• 1M: -5.48%
• 6M: 10.01%
• YTD: 11.23%
• 1Y: 13.19%
• 3Y*: —
• 5Y*: —
• 10Y*: —

EGGY

• 1D: -5.34%
• 1M: -7.20%
• 6M: 21.46%
• YTD: 24.40%
• 1Y: 27.10%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

EGGS vs. EGGY - Yearly Performance Comparison

	2026 (YTD)	2025	2024
EGGS NestYield Total Return Guard ETF	11.23%	14.41%	-1.62%
EGGY NestYield Dynamic Income ETF	24.40%	16.46%	-0.91%

Correlation

The correlation between EGGS and EGGY is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.92
Correlation (All Time) Calculated using the full available price history since Dec 27, 2024	0.93

The correlation between EGGS and EGGY has been stable across timeframes, ranging from 0.92 to 0.93 - a consistent structural relationship.

Return for Risk

EGGS vs. EGGY — Risk / Return Rank

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

EGGS

EGGS Risk / Return Rank: 19
EGGS Sharpe Ratio Rank: 19
EGGS Sortino Ratio Rank: 18
EGGS Omega Ratio Rank: 19
EGGS Calmar Ratio Rank: 20
EGGS Martin Ratio Rank: 19

EGGY

EGGY Risk / Return Rank: 29
EGGY Sharpe Ratio Rank: 26
EGGY Sortino Ratio Rank: 25
EGGY Omega Ratio Rank: 29
EGGY Calmar Ratio Rank: 36
EGGY Martin Ratio Rank: 30

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.

EGGS vs. EGGY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NestYield Total Return Guard ETF (EGGS) 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.

	EGGS	EGGY	Difference
Sharpe ratio: Return per unit of total volatility	0.49	0.76	-0.27
Sortino ratio: Return per unit of downside risk	0.81	1.14	-0.33
Omega ratio: Gain probability vs. loss probability	1.11	1.16	-0.05
Calmar ratio: Return relative to maximum drawdown	0.73	1.48	-0.75
Martin ratio: Return relative to average drawdown	1.62	3.47	-1.85

EGGS vs. EGGY - Sharpe Ratio Comparison

The current EGGS Sharpe Ratio is 0.49, which is lower than the EGGY Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of EGGS 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

EGGS vs. EGGY - Drawdown Comparison

The maximum EGGS drawdown since its inception was -18.52%, roughly equal to the maximum EGGY drawdown of -18.34%. Use the drawdown chart below to compare losses from any high point for EGGS and EGGY.

Drawdown Indicators

	EGGS	EGGY	Difference
Max Drawdown Largest peak-to-trough decline	-18.52%	-18.34%	-0.18%
Max Drawdown (1Y) Largest decline over 1 year	-18.17%	-18.34%	+0.17%
Current Drawdown Current decline from peak	-11.88%	-17.33%	+5.45%
Average Drawdown Average peak-to-trough decline	-5.74%	-5.40%	-0.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.16%	7.84%	+0.32%

Volatility

EGGS vs. EGGY - Volatility Comparison

The current volatility for NestYield Total Return Guard ETF (EGGS) is 14.01%, while NestYield Dynamic Income ETF (EGGY) has a volatility of 20.44%. This indicates that EGGS experiences smaller price fluctuations and is considered to be less risky than EGGY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EGGS	EGGY	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.01%	20.44%	-6.43%
Volatility (6M) Calculated over the trailing 6-month period	23.28%	31.62%	-8.34%
Volatility (1Y) Calculated over the trailing 1-year period	27.02%	35.81%	-8.79%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.41%	32.66%	-6.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.41%	32.66%	-6.25%

EGGS vs. EGGY - Expense Ratio Comparison

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

Dividends

EGGS vs. EGGY - Dividend Comparison

EGGS's dividend yield for the trailing twelve months is around 17.39%, less than EGGY's 30.41% yield.

Position	TTM	2025
EGGS NestYield Total Return Guard ETF	17.39%	14.52%
EGGY NestYield Dynamic Income ETF	30.41%	28.26%

Frequently Asked Questions

Can I hold both EGGS and EGGY in my portfolio?

With a correlation of 0.92, EGGS 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, EGGS or EGGY?

EGGY has higher volatility (20.44%) compared to EGGS (14.01%). In terms of maximum drawdown, EGGS dropped -18.52% vs EGGY's -18.34%.

Which ETF is better, EGGS or EGGY?

On 1-year performance, EGGY leads with 27.10% vs 13.19% for EGGS. On fees, EGGS is cheaper at 0.89% per year. On volatility, EGGS has been the lower-risk option at 14.01%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, EGGS or EGGY?

Over the 1-year period, EGGY has performed better with a 27.10% return vs 13.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, EGGS or EGGY?

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

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

EGGY has the higher dividend yield at 30.41%, compared with 17.39% for EGGS.

What is the main difference between EGGS and EGGY?

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

Which has better risk-adjusted returns?

EGGY currently has the higher Sharpe Ratio (0.76 vs 0.49), 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.