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GLFOX vs. NFLY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GLFOX vs. NFLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lazard Global Listed Infrastructure Portfolio Open Shares (GLFOX) and YieldMax NFLX Option Income Strategy ETF (NFLY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GLFOX achieves a 7.09% return, which is significantly higher than NFLY's -18.99% return.


GLFOX

1D
-0.47%
1M
-1.60%
6M
3.72%
YTD
7.09%
1Y
13.72%
3Y*
13.12%
5Y*
10.45%
10Y*
9.75%
ALL TIME*
10.57%

NFLY

1D
0.64%
1M
-6.29%
6M
-11.13%
YTD
-18.99%
1Y
-32.36%
3Y*
5Y*
10Y*
ALL TIME*
12.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$380.96K$503.81K$707.01K

GLFOX vs. NFLY - Yearly Performance Comparison


2026 (YTD)202520242023
GLFOX
Lazard Global Listed Infrastructure Portfolio Open Shares
7.09%23.53%6.43%5.39%
NFLY
YieldMax NFLX Option Income Strategy ETF
-18.99%1.66%66.37%3.80%

Correlation

The correlation between GLFOX and NFLY is 0.04, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.04

Correlation (All Time)
Calculated using the full available price history since Aug 8, 2023

0.05

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Return for Risk

GLFOX vs. NFLY — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

GLFOX
GLFOX Risk / Return Rank: 3333
Overall Rank
GLFOX Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
GLFOX Sortino Ratio Rank: 3434
Sortino Ratio Rank
GLFOX Omega Ratio Rank: 3737
Omega Ratio Rank
GLFOX Calmar Ratio Rank: 3232
Calmar Ratio Rank
GLFOX Martin Ratio Rank: 2626
Martin Ratio Rank

NFLY
NFLY Risk / Return Rank: 11
Overall Rank
NFLY Sharpe Ratio Rank: 11
Sharpe Ratio Rank
NFLY Sortino Ratio Rank: 11
Sortino Ratio Rank
NFLY Omega Ratio Rank: 11
Omega Ratio Rank
NFLY Calmar Ratio Rank: 33
Calmar Ratio Rank
NFLY Martin Ratio Rank: 11
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

GLFOX vs. NFLY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lazard Global Listed Infrastructure Portfolio Open Shares (GLFOX) and YieldMax NFLX Option Income Strategy ETF (NFLY). 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.


GLFOXNFLYDifference
Sharpe ratioReturn per unit of total volatility

+2.38

Sortino ratioReturn per unit of downside risk

+3.35

Omega ratioGain probability vs. loss probability

1.23

0.79

+0.44

Calmar ratioReturn relative to maximum drawdown

1.51

-0.80

+2.31

Martin ratioReturn relative to average drawdown

4.05

-1.45

+5.50

GLFOX vs. NFLY - Sharpe Ratio Comparison

The current GLFOX Sharpe Ratio is 1.25, which is higher than the NFLY Sharpe Ratio of -1.13. The chart below compares the historical Sharpe Ratios of GLFOX and NFLY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

GLFOX vs. NFLY - Drawdown Comparison

The maximum GLFOX drawdown since its inception was -29.65%, smaller than the maximum NFLY drawdown of -43.49%. Use the drawdown chart below to compare losses from any high point for GLFOX and NFLY.


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Drawdown Indicators


GLFOXNFLYDifference

Max Drawdown

Largest peak-to-trough decline

-29.65%

-43.49%

+13.84%

Max Drawdown (1Y)

Largest decline over 1 year

-9.01%

-40.74%

+31.73%

Max Drawdown (3Y)

Largest decline over 3 years

-9.01%

Max Drawdown (5Y)

Largest decline over 5 years

-17.14%

Max Drawdown (10Y)

Largest decline over 10 years

-29.65%

Current Drawdown

Current decline from peak

-6.00%

-39.84%

+33.84%

Average Drawdown

Average peak-to-trough decline

-3.43%

-10.09%

+6.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.35%

22.37%

-19.02%

Volatility

GLFOX vs. NFLY - Volatility Comparison

The current volatility for Lazard Global Listed Infrastructure Portfolio Open Shares (GLFOX) is 2.80%, while YieldMax NFLX Option Income Strategy ETF (NFLY) has a volatility of 7.96%. This indicates that GLFOX experiences smaller price fluctuations and is considered to be less risky than NFLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GLFOXNFLYDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.80%

7.96%

-5.16%

Volatility (6M)

Calculated over the trailing 6-month period

9.47%

22.66%

-13.19%

Volatility (1Y)

Calculated over the trailing 1-year period

10.89%

28.74%

-17.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.01%

28.36%

-17.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.19%

28.36%

-15.17%

GLFOX vs. NFLY - Expense Ratio Comparison

GLFOX has a 1.22% expense ratio, which is higher than NFLY's 0.99% expense ratio.


Dividends

GLFOX vs. NFLY - Dividend Comparison

GLFOX's dividend yield for the trailing twelve months is around 7.12%, less than NFLY's 63.76% yield.


PositionTTM20252024202320222021202020192018201720162015
GLFOX
Lazard Global Listed Infrastructure Portfolio Open Shares
7.12%6.03%4.00%2.69%14.50%6.02%2.39%4.20%13.99%6.82%2.07%11.01%
NFLY
YieldMax NFLX Option Income Strategy ETF
63.76%61.53%49.91%11.84%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


GLFOX and NFLY have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NFLY has higher volatility (7.96%) compared to GLFOX (2.80%). In terms of maximum drawdown, GLFOX dropped -29.65% vs NFLY's -43.49%.

GLFOX currently has the higher Sharpe Ratio (1.25 vs -1.13), 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.

Portfolio Optimizer

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