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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 6.75% return, which is significantly lower than USOY's 29.22% return.


GRNI

1D
-0.67%
1M
-0.64%
YTD
6.75%
6M
4.84%
1Y
3Y*
5Y*
10Y*

USOY

1D
-4.06%
1M
-20.39%
YTD
29.22%
6M
28.28%
1Y
26.82%
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 -0.28, 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 18, 2025

-0.28

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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

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


USOY
USOY Risk / Return Rank: 2727
Overall Rank
USOY Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
USOY Sortino Ratio Rank: 2525
Sortino Ratio Rank
USOY Omega Ratio Rank: 2727
Omega Ratio Rank
USOY Calmar Ratio Rank: 2525
Calmar Ratio Rank
USOY Martin Ratio Rank: 3131
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.

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.


GRNIUSOYDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.18

Calmar ratioReturn relative to maximum drawdown

1.10

Martin ratioReturn relative to average drawdown

4.07

GRNI vs. USOY - Sharpe Ratio Comparison


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Drawdowns

GRNI vs. USOY - Drawdown Comparison

The maximum GRNI drawdown since its inception was -9.55%, smaller than the maximum USOY drawdown of -24.40%. 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%

-24.40%

+14.85%

Max Drawdown (1Y)

Largest decline over 1 year

-24.40%

Current Drawdown

Current decline from peak

-3.27%

-24.40%

+21.13%

Average Drawdown

Average peak-to-trough decline

-2.12%

-6.67%

+4.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.60%

Volatility

GRNI vs. USOY - Volatility Comparison


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Volatility by Period


GRNIUSOYDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.82%

Volatility (6M)

Calculated over the trailing 6-month period

28.77%

Volatility (1Y)

Calculated over the trailing 1-year period

17.52%

31.42%

-13.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.52%

26.64%

-9.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.52%

26.64%

-9.12%

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 4.92%, less than USOY's 71.18% yield.


PositionTTM20252024
GRNI
Fundstrat Granny Shots US Large Cap & Income ETF
4.92%0.83%0.00%
USOY
Defiance Oil Enhanced Options Income ETF
71.18%104.32%48.60%

Frequently Asked Questions


GRNI and USOY have a correlation of -0.28, 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 71.18%, compared with 4.92% 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

Find the right allocation for GRNI and USOY

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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