ISTM vs. MINY
ISTM (iShares Strategic Metals ETF) and MINY (YieldMax Strategic Metals & Mining Portfolio Option Income ETF) are both Rare Earth & Strategic Metals funds. ISTM is passively managed, while MINY is actively managed. Their 0.77 correlation means they have sometimes moved together and sometimes differently. ISTM charges 0.49%/yr vs 1.01%/yr for MINY.
Performance
ISTM vs. MINY - Performance Comparison
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Returns By Period
ISTM
- 1D
- -0.81%
- 1M
- 1.56%
- 6M
- -6.72%
- YTD
- 3.04%
- 1Y
- 42.59%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 21.63%
MINY
- 1D
- -1.41%
- 1M
- -4.26%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $176.40K | $165.13K | $173.66K | |
| $214.66K | $176.68K | $228.62K |
ISTM vs. MINY - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
ISTM iShares Strategic Metals ETF | -8.32% |
MINY YieldMax Strategic Metals & Mining Portfolio Option Income ETF | -20.61% |
Correlation
The correlation between ISTM and MINY is 0.77, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Feb 27, 2026 | 0.77 |
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Return for Risk
ISTM vs. MINY — Risk / Return Rank
ISTM
MINY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ISTM vs. MINY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Strategic Metals ETF (ISTM) and YieldMax Strategic Metals & Mining Portfolio Option Income ETF (MINY). 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.
| ISTM | MINY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.27 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.92 | — | — |
| Martin ratioReturn relative to average drawdown | 3.88 | — | — |
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Drawdowns
ISTM vs. MINY - Drawdown Comparison
The maximum ISTM drawdown since its inception was -22.47%, roughly equal to the maximum MINY drawdown of -22.95%. Use the drawdown chart below to compare losses from any high point for ISTM and MINY.
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Drawdown Indicators
| ISTM | MINY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.47% | -22.95% | +0.48% |
Max Drawdown (1Y)Largest decline over 1 year | -22.47% | — | — |
Current DrawdownCurrent decline from peak | -18.98% | -21.15% | +2.17% |
Average DrawdownAverage peak-to-trough decline | -7.15% | -11.67% | +4.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.09% | — | — |
Volatility
ISTM vs. MINY - Volatility Comparison
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Volatility by Period
| ISTM | MINY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.02% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 26.01% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 30.90% | 34.11% | -3.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.23% | 34.11% | -9.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.23% | 34.11% | -9.88% |
ISTM vs. MINY - Expense Ratio Comparison
ISTM has a 0.49% expense ratio, which is lower than MINY's 1.01% expense ratio.
Dividends
ISTM vs. MINY - Dividend Comparison
ISTM's dividend yield for the trailing twelve months is around 14.34%, less than MINY's 15.04% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
ISTM iShares Strategic Metals ETF | 14.34% | 14.78% | 29.62% | 1.02% |
MINY YieldMax Strategic Metals & Mining Portfolio Option Income ETF | 15.04% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ISTM and MINY have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ISTM is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISTM is cheaper with a 0.49% expense ratio, compared with 1.01% for MINY.
MINY has the higher dividend yield at 15.04%, compared with 14.34% for ISTM.
They also come from different issuers: iShares and YieldMax. Their fees differ too: 0.49% for ISTM and 1.01% for MINY.
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