MINY vs. ISTM
MINY (YieldMax Strategic Metals & Mining Portfolio Option Income ETF) and ISTM (iShares Strategic Metals ETF) are both Rare Earth & Strategic Metals funds. MINY is actively managed, while ISTM is passively managed. A 0.77 correlation means they provide meaningful diversification when combined. MINY charges 1.01%/yr vs 0.49%/yr for ISTM.
Performance
MINY vs. ISTM - Performance Comparison
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Returns By Period
MINY
- 1D
- -0.71%
- 1M
- -8.85%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ISTM
- 1D
- 1.16%
- 1M
- -10.12%
- YTD
- 1.23%
- 6M
- -3.34%
- 1Y
- 34.46%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MINY vs. ISTM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
MINY YieldMax Strategic Metals & Mining Portfolio Option Income ETF | -16.12% |
ISTM iShares Strategic Metals ETF | -9.93% |
Correlation
The correlation between MINY and ISTM is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Feb 27, 2026 | 0.77 |
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Return for Risk
MINY vs. ISTM — Risk / Return Rank
MINY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ISTM
MINY vs. ISTM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax Strategic Metals & Mining Portfolio Option Income ETF (MINY) and iShares Strategic Metals ETF (ISTM). 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.
| MINY | ISTM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.22 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.54 | — |
| Martin ratioReturn relative to average drawdown | — | 3.54 | — |
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Drawdowns
MINY vs. ISTM - Drawdown Comparison
The maximum MINY drawdown since its inception was -19.23%, smaller than the maximum ISTM drawdown of -22.47%. Use the drawdown chart below to compare losses from any high point for MINY and ISTM.
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Drawdown Indicators
| MINY | ISTM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.23% | -22.47% | +3.24% |
Max Drawdown (1Y)Largest decline over 1 year | — | -22.47% | — |
Current DrawdownCurrent decline from peak | -16.69% | -20.40% | +3.71% |
Average DrawdownAverage peak-to-trough decline | -9.28% | -6.70% | -2.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 9.76% | — |
Volatility
MINY vs. ISTM - Volatility Comparison
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Volatility by Period
| MINY | ISTM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 8.85% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 28.92% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 36.15% | 31.69% | +4.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.15% | 24.36% | +11.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.15% | 24.36% | +11.79% |
MINY vs. ISTM - Expense Ratio Comparison
MINY has a 1.01% expense ratio, which is higher than ISTM's 0.49% expense ratio.
Dividends
MINY vs. ISTM - Dividend Comparison
MINY's dividend yield for the trailing twelve months is around 11.02%, less than ISTM's 14.60% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
ISTM iShares Strategic Metals ETF | 14.60% | 14.78% | 29.62% | 1.02% |
MINY YieldMax Strategic Metals & Mining Portfolio Option Income ETF | 11.02% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MINY and ISTM 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.
ISTM has the higher dividend yield at 14.60%, compared with 11.02% for MINY.
They also come from different issuers: YieldMax and iShares. Their fees differ too: 1.01% for MINY and 0.49% for ISTM.
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