NVDY vs. VGT
NVDY (YieldMax NVDA Option Income Strategy ETF) and VGT (Vanguard Information Technology ETF) are both exchange-traded funds - NVDY is a Derivative Income fund actively managed by YieldMax, while VGT is a Technology Equities fund tracking the MSCI USA IMI Information Technology 25/50 Index. NVDY is actively managed, while VGT is passively managed. Over the past 3 years, NVDY returned 51.33%/yr vs 29.84%/yr for VGT. A 0.74 correlation means they provide meaningful diversification when combined. NVDY charges 0.99%/yr vs 0.09%/yr for VGT.
Performance
NVDY vs. VGT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, NVDY achieves a 8.91% return, which is significantly lower than VGT's 24.03% return.
NVDY
- 1D
- 0.08%
- 1M
- -7.09%
- YTD
- 8.91%
- 6M
- 14.71%
- 1Y
- 36.80%
- 3Y*
- 51.33%
- 5Y*
- —
- 10Y*
- —
VGT
- 1D
- 0.58%
- 1M
- 2.90%
- YTD
- 24.03%
- 6M
- 24.13%
- 1Y
- 47.99%
- 3Y*
- 29.84%
- 5Y*
- 20.35%
- 10Y*
- 25.19%
NVDY vs. VGT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
NVDY YieldMax NVDA Option Income Strategy ETF | 8.91% | 27.38% | 114.23% | 41.31% |
VGT Vanguard Information Technology ETF | 24.03% | 21.77% | 29.30% | 25.42% |
Correlation
The correlation between NVDY and VGT is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since May 11, 2023 | 0.74 |
The correlation between NVDY and VGT has been stable across timeframes, ranging from 0.71 to 0.74 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
NVDY vs. VGT — Risk / Return Rank
NVDY
VGT
NVDY vs. VGT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax NVDA Option Income Strategy ETF (NVDY) and Vanguard Information Technology ETF (VGT). 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.
| NVDY | VGT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.87 | ||
| Sortino ratioReturn per unit of downside risk | -0.91 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.36 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.89 | 2.94 | -0.05 |
| Martin ratioReturn relative to average drawdown | 6.79 | 9.11 | -2.32 |
Loading charts...
Drawdowns
NVDY vs. VGT - Drawdown Comparison
The maximum NVDY drawdown since its inception was -34.08%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for NVDY and VGT.
Loading charts...
Drawdown Indicators
| NVDY | VGT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.08% | -54.63% | +20.55% |
Max Drawdown (1Y)Largest decline over 1 year | -12.81% | -16.40% | +3.59% |
Max Drawdown (3Y)Largest decline over 3 years | -34.08% | -27.23% | -6.85% |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.07% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.07% | — |
Current DrawdownCurrent decline from peak | -10.09% | -7.18% | -2.91% |
Average DrawdownAverage peak-to-trough decline | -6.17% | -7.95% | +1.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.44% | 5.28% | +0.16% |
Volatility
NVDY vs. VGT - Volatility Comparison
YieldMax NVDA Option Income Strategy ETF (NVDY) and Vanguard Information Technology ETF (VGT) have volatilities of 10.45% and 10.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| NVDY | VGT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.45% | 10.00% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 21.66% | 18.00% | +3.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.06% | 22.00% | +6.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.24% | 25.40% | +12.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.24% | 24.72% | +13.52% |
NVDY vs. VGT - Expense Ratio Comparison
NVDY has a 0.99% expense ratio, which is higher than VGT's 0.09% expense ratio.
Dividends
NVDY vs. VGT - Dividend Comparison
NVDY's dividend yield for the trailing twelve months is around 66.87%, more than VGT's 0.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDY YieldMax NVDA Option Income Strategy ETF | 66.87% | 83.10% | 83.65% | 22.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.33% | 0.40% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Frequently Asked Questions
NVDY and VGT have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NVDY has higher volatility (10.45%) compared to VGT (10.00%). In terms of maximum drawdown, NVDY dropped -34.08% vs VGT's -54.63%.
On 3-year performance, NVDY leads with 51.33% vs 29.84% for VGT. On fees, VGT is cheaper at 0.09% per year. On volatility, VGT has been the lower-risk option at 10.00%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, NVDY has performed better with a 51.33% return vs 29.84%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VGT is cheaper with a 0.09% expense ratio, compared with 0.99% for NVDY.
NVDY has the higher dividend yield at 66.87%, compared with 0.33% for VGT.
NVDY is categorized as Derivative Income, while VGT is Technology Equities. They also come from different issuers: YieldMax and Vanguard. Their fees differ too: 0.99% for NVDY and 0.09% for VGT.
VGT currently has the higher Sharpe Ratio (2.19 vs 1.32), 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.
Find the right allocation for NVDY and VGT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer