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GDXY vs. SDY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between GDXY and SDY is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

GDXY vs. SDY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax Gold Miners Option Income Strategy ETF (GDXY) and SPDR S&P Dividend ETF (SDY). The values are adjusted to include any dividend payments, if applicable.

-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
13.32%
1.58%
GDXY
SDY

Key characteristics

Daily Std Dev

GDXY:

25.52%

SDY:

14.15%

Max Drawdown

GDXY:

-17.83%

SDY:

-54.75%

Current Drawdown

GDXY:

-5.15%

SDY:

-8.53%

Returns By Period

In the year-to-date period, GDXY achieves a 28.23% return, which is significantly higher than SDY's -1.06% return.


GDXY

YTD

28.23%

1M

2.40%

6M

10.48%

1Y

N/A

5Y*

N/A

10Y*

N/A

SDY

YTD

-1.06%

1M

-3.63%

6M

-5.70%

1Y

4.84%

5Y*

11.95%

10Y*

8.74%

*Annualized

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GDXY vs. SDY - Expense Ratio Comparison

GDXY has a 0.99% expense ratio, which is higher than SDY's 0.35% expense ratio.


Expense ratio chart for GDXY: current value is 0.99%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
GDXY: 0.99%
Expense ratio chart for SDY: current value is 0.35%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
SDY: 0.35%

Risk-Adjusted Performance

GDXY vs. SDY — Risk-Adjusted Performance Rank

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

GDXY

SDY
The Risk-Adjusted Performance Rank of SDY is 4343
Overall Rank
The Sharpe Ratio Rank of SDY is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of SDY is 4242
Sortino Ratio Rank
The Omega Ratio Rank of SDY is 4141
Omega Ratio Rank
The Calmar Ratio Rank of SDY is 4747
Calmar Ratio Rank
The Martin Ratio Rank of SDY is 4141
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

GDXY vs. SDY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax Gold Miners Option Income Strategy ETF (GDXY) and SPDR S&P Dividend ETF (SDY). 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.



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Dividends

GDXY vs. SDY - Dividend Comparison

GDXY's dividend yield for the trailing twelve months is around 40.08%, more than SDY's 2.69% yield.


TTM20242023202220212020201920182017201620152014
GDXY
YieldMax Gold Miners Option Income Strategy ETF
40.08%23.91%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SDY
SPDR S&P Dividend ETF
2.69%2.56%2.64%2.55%2.63%2.85%2.45%2.73%4.69%3.30%6.20%4.74%

Drawdowns

GDXY vs. SDY - Drawdown Comparison

The maximum GDXY drawdown since its inception was -17.83%, smaller than the maximum SDY drawdown of -54.75%. Use the drawdown chart below to compare losses from any high point for GDXY and SDY. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-5.15%
-8.53%
GDXY
SDY

Volatility

GDXY vs. SDY - Volatility Comparison

YieldMax Gold Miners Option Income Strategy ETF (GDXY) has a higher volatility of 13.23% compared to SPDR S&P Dividend ETF (SDY) at 9.50%. This indicates that GDXY's price experiences larger fluctuations and is considered to be riskier than SDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.23%
9.50%
GDXY
SDY