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

Correlation

The correlation between LFGY and YBIT is 0.55, 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.


-0.50.00.51.0
Correlation: 0.5

Performance

LFGY vs. YBIT - 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 YieldMax Bitcoin Option Income Strategy ETF (YBIT). The values are adjusted to include any dividend payments, if applicable.

-30.00%-20.00%-10.00%0.00%10.00%Jan 19Jan 26Feb 02Feb 09Feb 16Feb 23Mar 02Mar 09Mar 16Mar 23Mar 30Apr 06Apr 13Apr 20
-16.01%
0.89%
LFGY
YBIT

Key characteristics

Daily Std Dev

LFGY:

59.16%

YBIT:

42.25%

Max Drawdown

LFGY:

-34.73%

YBIT:

-29.01%

Current Drawdown

LFGY:

-21.33%

YBIT:

-7.52%

Returns By Period


LFGY

YTD

N/A

1M

-3.51%

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

YBIT

YTD

3.01%

1M

7.18%

6M

15.40%

1Y

6.47%

5Y*

N/A

10Y*

N/A

*Annualized

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LFGY vs. YBIT - Expense Ratio Comparison

Both LFGY and YBIT have an expense ratio of 0.99%.


Expense ratio chart for LFGY: current value is 0.99%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
LFGY: 0.99%
Expense ratio chart for YBIT: current value is 0.99%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
YBIT: 0.99%

Risk-Adjusted Performance

LFGY vs. YBIT - 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 YieldMax Bitcoin Option Income Strategy ETF (YBIT). 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. YBIT - Dividend Comparison

LFGY's dividend yield for the trailing twelve months is around 18.47%, less than YBIT's 91.25% yield.


Drawdowns

LFGY vs. YBIT - Drawdown Comparison

The maximum LFGY drawdown since its inception was -34.73%, which is greater than YBIT's maximum drawdown of -29.01%. Use the drawdown chart below to compare losses from any high point for LFGY and YBIT. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%Jan 19Jan 26Feb 02Feb 09Feb 16Feb 23Mar 02Mar 09Mar 16Mar 23Mar 30Apr 06Apr 13Apr 20
-21.33%
-6.31%
LFGY
YBIT

Volatility

LFGY vs. YBIT - Volatility Comparison

YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) has a higher volatility of 20.73% compared to YieldMax Bitcoin Option Income Strategy ETF (YBIT) at 12.56%. This indicates that LFGY's price experiences larger fluctuations and is considered to be riskier than YBIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%Feb 16Feb 23Mar 02Mar 09Mar 16Mar 23Mar 30Apr 06Apr 13Apr 20
20.73%
12.56%
LFGY
YBIT