KYLD vs. SOXY

Last updated Aug 1, 2026

KYLD (Kurv High Income ETF) and SOXY (YieldMax Target 12™ Semiconductor Option Income ETF) are both Derivative Income funds. Both are actively managed. Their correlation of 0.81 means they have usually moved in the same direction. KYLD charges 1.00%/yr vs 1.06%/yr for SOXY.

Performance

KYLD vs. SOXY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kurv High Income ETF (KYLD) and YieldMax Target 12™ Semiconductor Option Income ETF (SOXY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, KYLD achieves a 10.14% return, which is significantly lower than SOXY's 58.34% return.

KYLD

• 1D: -1.70%
• 1M: -7.82%
• 6M: 11.05%
• YTD: 10.14%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

SOXY

• 1D: 0.60%
• 1M: -12.01%
• 6M: 42.45%
• YTD: 58.34%
• 1Y: 93.60%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 58.65%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
KYLD Kurv High Income ETF	$1.07M	$1.06M	$870.61K
SOXY YieldMax Target 12™ Semiconductor Option Income ETF	$2.13M	$2.44M	$2.09M

KYLD vs. SOXY - Yearly Performance Comparison

	2026 (YTD)	2025
KYLD Kurv High Income ETF	10.14%	-11.41%
SOXY YieldMax Target 12™ Semiconductor Option Income ETF	58.34%	-0.84%

Correlation

The correlation between KYLD and SOXY is 0.81, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 31, 2025	0.81

Return for Risk

KYLD vs. SOXY — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

KYLD

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

SOXY

SOXY Risk / Return Rank: 87
SOXY Sharpe Ratio Rank: 91
SOXY Sortino Ratio Rank: 83
SOXY Omega Ratio Rank: 85
SOXY Calmar Ratio Rank: 85
SOXY Martin Ratio Rank: 90

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

KYLD vs. SOXY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kurv High Income ETF (KYLD) and YieldMax Target 12™ Semiconductor Option Income ETF (SOXY). 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.

	KYLD	SOXY	Difference
Sharpe ratio: Return per unit of total volatility	—	2.30	—
Sortino ratio: Return per unit of downside risk	—	2.73	—
Omega ratio: Gain probability vs. loss probability	—	1.37	—
Calmar ratio: Return relative to maximum drawdown	—	3.21	—
Martin ratio: Return relative to average drawdown	—	14.50	—

Drawdowns

KYLD vs. SOXY - Drawdown Comparison

The maximum KYLD drawdown since its inception was -21.14%, smaller than the maximum SOXY drawdown of -30.22%. Use the drawdown chart below to compare losses from any high point for KYLD and SOXY.

Drawdown Indicators

	KYLD	SOXY	Difference
Max Drawdown Largest peak-to-trough decline	-21.14%	-30.22%	+9.08%
Max Drawdown (1Y) Largest decline over 1 year	—	-28.56%	—
Current Drawdown Current decline from peak	-10.76%	-21.71%	+10.95%
Average Drawdown Average peak-to-trough decline	-8.03%	-5.49%	-2.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	6.31%	—

Volatility

Volatility by Period

	KYLD	SOXY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	18.62%	—
Volatility (6M) Calculated over the trailing 6-month period	—	35.73%	—
Volatility (1Y) Calculated over the trailing 1-year period	32.81%	39.94%	-7.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.81%	39.31%	-6.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	32.81%	39.31%	-6.50%

KYLD vs. SOXY - Expense Ratio Comparison

KYLD has a 1.00% expense ratio, which is lower than SOXY's 1.06% expense ratio.

Dividends

KYLD vs. SOXY - Dividend Comparison

KYLD's dividend yield for the trailing twelve months is around 22.96%, more than SOXY's 9.41% yield.

Position	TTM	2025
KYLD Kurv High Income ETF	22.96%	6.14%
SOXY YieldMax Target 12™ Semiconductor Option Income ETF	9.41%	11.47%

Frequently Asked Questions

Can I hold both KYLD and SOXY in my portfolio?

KYLD and SOXY have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, KYLD or SOXY?

On fees, KYLD is cheaper at 1.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, KYLD or SOXY?

KYLD is cheaper with a 1.00% expense ratio, compared with 1.06% for SOXY.

Which ETF pays a higher dividend yield, KYLD or SOXY?

KYLD has the higher dividend yield at 22.96%, compared with 9.41% for SOXY.

What is the main difference between KYLD and SOXY?

They also come from different issuers: Kurv and YieldMax. Their fees differ too: 1.00% for KYLD and 1.06% for SOXY.