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GRNI vs. USOY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GRNI vs. USOY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fundstrat Granny Shots US Large Cap & Income ETF (GRNI) and Defiance Oil Enhanced Options Income ETF (USOY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GRNI achieves a 9.53% return, which is significantly lower than USOY's 62.18% return.


GRNI

1D
-0.70%
1M
3.46%
YTD
9.53%
6M
8.72%
1Y
3Y*
5Y*
10Y*

USOY

1D
1.45%
1M
-3.43%
YTD
62.18%
6M
59.35%
1Y
57.29%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GRNI vs. USOY - Yearly Performance Comparison


Correlation

The correlation between GRNI and USOY is -0.32, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 19, 2025

-0.32

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Return for Risk

GRNI vs. USOY — Risk / Return Rank

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

GRNI

USOY
USOY Risk / Return Rank: 5656
Overall Rank
USOY Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
USOY Sortino Ratio Rank: 4646
Sortino Ratio Rank
USOY Omega Ratio Rank: 5555
Omega Ratio Rank
USOY Calmar Ratio Rank: 7878
Calmar Ratio Rank
USOY Martin Ratio Rank: 4646
Martin Ratio Rank
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.

GRNI vs. USOY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fundstrat Granny Shots US Large Cap & Income ETF (GRNI) and Defiance Oil Enhanced Options Income ETF (USOY). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

GRNI vs. USOY - Sharpe Ratio Comparison


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Sharpe Ratios by Period


GRNIUSOYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.89

Sharpe Ratio (All Time)

Calculated using the full available price history

1.45

0.99

+0.46

Drawdowns

GRNI vs. USOY - Drawdown Comparison

The maximum GRNI drawdown since its inception was -9.55%, smaller than the maximum USOY drawdown of -17.46%. Use the drawdown chart below to compare losses from any high point for GRNI and USOY.


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Drawdown Indicators


GRNIUSOYDifference

Max Drawdown

Largest peak-to-trough decline

-9.55%

-17.46%

+7.91%

Max Drawdown (1Y)

Largest decline over 1 year

-14.29%

Current Drawdown

Current decline from peak

-0.70%

-5.11%

+4.41%

Average Drawdown

Average peak-to-trough decline

-2.12%

-6.47%

+4.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.42%

Volatility

GRNI vs. USOY - Volatility Comparison


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Volatility by Period


GRNIUSOYDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.62%

Volatility (6M)

Calculated over the trailing 6-month period

27.18%

Volatility (1Y)

Calculated over the trailing 1-year period

17.34%

30.44%

-13.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.34%

26.13%

-8.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.34%

26.13%

-8.79%

GRNI vs. USOY - Expense Ratio Comparison

GRNI has a 0.99% expense ratio, which is lower than USOY's 1.22% expense ratio.


Dividends

GRNI vs. USOY - Dividend Comparison

GRNI's dividend yield for the trailing twelve months is around 4.79%, less than USOY's 54.16% yield.


PositionTTM20252024
GRNI
Fundstrat Granny Shots US Large Cap & Income ETF
4.79%0.83%0.00%
USOY
Defiance Oil Enhanced Options Income ETF
54.16%104.32%48.60%

Frequently Asked Questions


GRNI and USOY have a correlation of -0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, GRNI is cheaper at 0.99% per year. The better choice depends on whether you care most about return, fees, risk, or income.

GRNI is cheaper with a 0.99% expense ratio, compared with 1.22% for USOY.

USOY has the higher dividend yield at 54.16%, compared with 4.79% for GRNI.

They also come from different issuers: Tidal and Defiance. Their fees differ too: 0.99% for GRNI and 1.22% for USOY.

Portfolio Optimizer

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