FBY vs. XOMO
Compare and contrast key facts about YieldMax META Option Income ETF (FBY) and YieldMax XOM Option Income Strategy ETF (XOMO).
FBY and XOMO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FBY is an actively managed fund by YieldMax. It was launched on Jul 27, 2023. XOMO is an actively managed fund by YieldMax. It was launched on Aug 30, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBY or XOMO.
Key characteristics
| FBY | XOMO | |
|---|---|---|
| YTD Return | 43.94% | 16.03% |
| 1Y Return | 60.59% | 16.44% |
| Sharpe Ratio | 2.37 | 1.14 |
| Sortino Ratio | 2.94 | 1.61 |
| Omega Ratio | 1.45 | 1.21 |
| Calmar Ratio | 4.01 | 1.22 |
| Martin Ratio | 11.77 | 5.17 |
| Ulcer Index | 5.16% | 3.18% |
| Daily Std Dev | 25.65% | 14.36% |
| Max Drawdown | -15.14% | -13.53% |
| Current Drawdown | -0.31% | -2.97% |
Correlation
The correlation between FBY and XOMO is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FBY vs. XOMO - Performance Comparison
In the year-to-date period, FBY achieves a 43.94% return, which is significantly higher than XOMO's 16.03% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FBY vs. XOMO - Expense Ratio Comparison
FBY has a 0.99% expense ratio, which is lower than XOMO's 1.01% expense ratio.
Risk-Adjusted Performance
FBY vs. XOMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax META Option Income ETF (FBY) and YieldMax XOM Option Income Strategy ETF (XOMO). 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.
Dividends
FBY vs. XOMO - Dividend Comparison
FBY's dividend yield for the trailing twelve months is around 54.20%, more than XOMO's 20.20% yield.
| TTM | 2023 | |
|---|---|---|
FBY YieldMax META Option Income ETF | 54.20% | 8.31% |
XOMO YieldMax XOM Option Income Strategy ETF | 20.20% | 5.13% |
Drawdowns
FBY vs. XOMO - Drawdown Comparison
The maximum FBY drawdown since its inception was -15.14%, which is greater than XOMO's maximum drawdown of -13.53%. Use the drawdown chart below to compare losses from any high point for FBY and XOMO. For additional features, visit the drawdowns tool.
Volatility
FBY vs. XOMO - Volatility Comparison
YieldMax META Option Income ETF (FBY) has a higher volatility of 5.53% compared to YieldMax XOM Option Income Strategy ETF (XOMO) at 4.57%. This indicates that FBY's price experiences larger fluctuations and is considered to be riskier than XOMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.