IVRS vs. XOMO
IVRS (iShares Future Metaverse Tech And Communications ETF) and XOMO (YieldMax XOM Option Income Strategy ETF) are both exchange-traded funds - IVRS is a Technology Equities fund tracking the Morningstar Global Metaverse & Virtual Interaction Select Index - Benchmark TR Net, while XOMO is a Derivative Income fund actively managed by YieldMax. IVRS is passively managed, while XOMO is actively managed. Over the past year, IVRS returned -11.56% vs 29.81% for XOMO. Their -0.02 correlation means they have often moved in opposite directions in the past. IVRS charges 0.47%/yr vs 1.01%/yr for XOMO.
Performance
IVRS vs. XOMO - Performance Comparison
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Returns By Period
In the year-to-date period, IVRS achieves a -7.07% return, which is significantly lower than XOMO's 20.15% return.
IVRS
- 1D
- 2.16%
- 1M
- 0.63%
- 6M
- -1.65%
- YTD
- -7.07%
- 1Y
- -11.56%
- 3Y*
- 7.73%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 11.16%
XOMO
- 1D
- -0.09%
- 1M
- 10.85%
- 6M
- 7.87%
- YTD
- 20.15%
- 1Y
- 29.81%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.81%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $45.64K | $34.99K | $21.63K | |
| $559.24K | $694.66K | $715.05K |
IVRS vs. XOMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IVRS iShares Future Metaverse Tech And Communications ETF | -7.07% | 12.75% | 7.40% | 12.64% |
XOMO YieldMax XOM Option Income Strategy ETF | 20.15% | 6.90% | 6.11% | -8.59% |
Correlation
The correlation between IVRS and XOMO is -0.21, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.21 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2023 | -0.02 |
The correlation between IVRS and XOMO shifts across timeframes, from -0.21 (1 year) to -0.02 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IVRS vs. XOMO — Risk / Return Rank
IVRS
XOMO
IVRS vs. XOMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Future Metaverse Tech And Communications ETF (IVRS) 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.
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.
| IVRS | XOMO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.94 | ||
| Sortino ratioReturn per unit of downside risk | -2.50 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.26 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | 1.74 | -2.11 |
| Martin ratioReturn relative to average drawdown | -0.69 | 4.35 | -5.04 |
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Drawdowns
IVRS vs. XOMO - Drawdown Comparison
The maximum IVRS drawdown since its inception was -31.43%, which is greater than XOMO's maximum drawdown of -18.90%. Use the drawdown chart below to compare losses from any high point for IVRS and XOMO.
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Drawdown Indicators
| IVRS | XOMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.43% | -18.90% | -12.53% |
Max Drawdown (1Y)Largest decline over 1 year | -31.43% | -17.25% | -14.18% |
Max Drawdown (3Y)Largest decline over 3 years | -31.43% | — | — |
Current DrawdownCurrent decline from peak | -20.06% | -7.65% | -12.41% |
Average DrawdownAverage peak-to-trough decline | -6.51% | -7.50% | +0.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.79% | 6.89% | +9.90% |
Volatility
IVRS vs. XOMO - Volatility Comparison
iShares Future Metaverse Tech And Communications ETF (IVRS) has a higher volatility of 7.97% compared to YieldMax XOM Option Income Strategy ETF (XOMO) at 6.21%. This indicates that IVRS's price experiences larger fluctuations and is considered to be riskier than XOMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVRS | XOMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.97% | 6.21% | +1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 19.96% | 17.24% | +2.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.89% | 20.67% | +3.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.88% | 19.19% | +1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.88% | 19.19% | +1.69% |
IVRS vs. XOMO - Expense Ratio Comparison
IVRS has a 0.47% expense ratio, which is lower than XOMO's 1.01% expense ratio.
Dividends
IVRS vs. XOMO - Dividend Comparison
IVRS's dividend yield for the trailing twelve months is around 8.62%, less than XOMO's 37.07% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IVRS iShares Future Metaverse Tech And Communications ETF | 8.62% | 7.88% | 6.65% | 0.48% |
XOMO YieldMax XOM Option Income Strategy ETF | 37.07% | 31.64% | 26.94% | 5.13% |
Frequently Asked Questions
IVRS and XOMO have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVRS has higher volatility (7.97%) compared to XOMO (6.21%). In terms of maximum drawdown, IVRS dropped -31.43% vs XOMO's -18.90%.
On 1-year performance, XOMO leads with 29.81% vs -11.56% for IVRS. On fees, IVRS is cheaper at 0.47% per year. On volatility, XOMO has been the lower-risk option at 6.21%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, XOMO has performed better with a 29.81% return vs -11.56%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IVRS is cheaper with a 0.47% expense ratio, compared with 1.01% for XOMO.
XOMO has the higher dividend yield at 37.07%, compared with 8.62% for IVRS.
IVRS is categorized as Technology Equities, while XOMO is Derivative Income. They also come from different issuers: iShares and YieldMax. Their fees differ too: 0.47% for IVRS and 1.01% for XOMO.
XOMO currently has the higher Sharpe Ratio (1.45 vs -0.49), 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.
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