IDVY vs. XOMO

Last updated Jun 5, 2026

IDVY (First Trust International Rising Dividend Achievers ETF) and XOMO (YieldMax XOM Option Income Strategy ETF) are both exchange-traded funds - IDVY is a Dividend fund tracking the Nasdaq International Rising Dividend Achievers Index, while XOMO is a Derivative Income fund actively managed by YieldMax. IDVY is passively managed, while XOMO is actively managed. At a correlation of -0.44, they often move in opposite directions. IDVY charges 0.60%/yr vs 1.01%/yr for XOMO.

Performance

IDVY vs. XOMO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust International Rising Dividend Achievers ETF (IDVY) and YieldMax XOM Option Income Strategy ETF (XOMO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

IDVY

• 1D: 0.50%
• 1M: 2.54%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

XOMO

• 1D: -0.36%
• 1M: -2.23%
• YTD: 16.83%
• 6M: 19.65%
• 1Y: 31.56%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IDVY vs. XOMO - Yearly Performance Comparison

	2026 (YTD)
IDVY First Trust International Rising Dividend Achievers ETF	0.98%
XOMO YieldMax XOM Option Income Strategy ETF	-3.45%

Correlation

The correlation between IDVY and XOMO is -0.44, 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 Feb 12, 2026	-0.44

Return for Risk

IDVY vs. XOMO — Risk / Return Rank

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

XOMO

XOMO Risk / Return Rank: 44
XOMO Sharpe Ratio Rank: 46
XOMO Sortino Ratio Rank: 42
XOMO Omega Ratio Rank: 45
XOMO Calmar Ratio Rank: 48
XOMO Martin Ratio Rank: 41

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.

IDVY vs. XOMO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust International Rising Dividend Achievers ETF (IDVY) 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.

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

Sharpe Ratios by Period

	IDVY	XOMO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.58	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.12	0.38	-0.26

Drawdowns

IDVY vs. XOMO - Drawdown Comparison

The maximum IDVY drawdown since its inception was -13.52%, smaller than the maximum XOMO drawdown of -18.90%. Use the drawdown chart below to compare losses from any high point for IDVY and XOMO.

Drawdown Indicators

	IDVY	XOMO	Difference
Max Drawdown Largest peak-to-trough decline	-13.52%	-18.90%	+5.38%
Max Drawdown (1Y) Largest decline over 1 year	—	-13.73%	—
Current Drawdown Current decline from peak	-1.30%	-10.21%	+8.91%
Average Drawdown Average peak-to-trough decline	-4.62%	-7.22%	+2.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.92%	—

Volatility

Volatility by Period

	IDVY	XOMO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	7.49%	—
Volatility (6M) Calculated over the trailing 6-month period	—	16.60%	—
Volatility (1Y) Calculated over the trailing 1-year period	26.25%	20.05%	+6.20%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.25%	18.93%	+7.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.25%	18.93%	+7.32%

IDVY vs. XOMO - Expense Ratio Comparison

IDVY has a 0.60% expense ratio, which is lower than XOMO's 1.01% expense ratio.

Dividends

IDVY vs. XOMO - Dividend Comparison

IDVY has not paid dividends to shareholders, while XOMO's dividend yield for the trailing twelve months is around 35.68%.

Position	TTM	2025	2024	2023
IDVY First Trust International Rising Dividend Achievers ETF	0.00%	0.00%	0.00%	0.00%
XOMO YieldMax XOM Option Income Strategy ETF	35.68%	31.64%	26.94%	5.13%

Frequently Asked Questions

Can I hold both IDVY and XOMO in my portfolio?

IDVY and XOMO have a correlation of -0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, IDVY or XOMO?

On fees, IDVY is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IDVY or XOMO?

IDVY is cheaper with a 0.60% expense ratio, compared with 1.01% for XOMO.

Which ETF pays a higher dividend yield, IDVY or XOMO?

XOMO has the higher dividend yield at 35.68%, compared with 0.00% for IDVY.

What is the main difference between IDVY and XOMO?

IDVY is categorized as Dividend, while XOMO is Derivative Income. They also come from different issuers: First Trust and YieldMax. Their fees differ too: 0.60% for IDVY and 1.01% for XOMO.