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LFGY vs. BITO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between LFGY and BITO is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

LFGY vs. BITO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) and ProShares Bitcoin Strategy ETF (BITO). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

LFGY:

55.42%

BITO:

54.41%

Max Drawdown

LFGY:

-34.73%

BITO:

-77.86%

Current Drawdown

LFGY:

-8.83%

BITO:

-5.91%

Returns By Period


LFGY

YTD

N/A

1M

22.13%

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BITO

YTD

8.16%

1M

20.89%

6M

10.88%

1Y

57.49%

5Y*

N/A

10Y*

N/A

*Annualized

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LFGY vs. BITO - Expense Ratio Comparison

LFGY has a 0.99% expense ratio, which is higher than BITO's 0.95% expense ratio.


Risk-Adjusted Performance

LFGY vs. BITO — Risk-Adjusted Performance Rank

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

LFGY

BITO
The Risk-Adjusted Performance Rank of BITO is 8585
Overall Rank
The Sharpe Ratio Rank of BITO is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of BITO is 8686
Sortino Ratio Rank
The Omega Ratio Rank of BITO is 8181
Omega Ratio Rank
The Calmar Ratio Rank of BITO is 9393
Calmar Ratio Rank
The Martin Ratio Rank of BITO is 8282
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LFGY vs. BITO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) and ProShares Bitcoin Strategy ETF (BITO). 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.



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Dividends

LFGY vs. BITO - Dividend Comparison

LFGY's dividend yield for the trailing twelve months is around 20.68%, less than BITO's 58.24% yield.


Drawdowns

LFGY vs. BITO - Drawdown Comparison

The maximum LFGY drawdown since its inception was -34.73%, smaller than the maximum BITO drawdown of -77.86%. Use the drawdown chart below to compare losses from any high point for LFGY and BITO. For additional features, visit the drawdowns tool.


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Volatility

LFGY vs. BITO - Volatility Comparison


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