NVIT vs. CDC
NVIT (YieldMax NVDA Performance & Distribution Target 25 ETF) and CDC (VictoryShares US EQ Income Enhanced Volatility Wtd ETF) are both exchange-traded funds - NVIT is a Derivative Income fund actively managed by YieldMax, while CDC is a Large Cap Value Equities fund tracking the Nasdaq Victory U.S. Large Cap High Dividend 100 Long/Cash Volatility Weighted Index. NVIT is actively managed, while CDC is passively managed. At a correlation of -0.22, they often move in opposite directions. NVIT charges 1.08%/yr vs 0.37%/yr for CDC.
Performance
NVIT vs. CDC - Performance Comparison
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Returns By Period
In the year-to-date period, NVIT achieves a 6.98% return, which is significantly lower than CDC's 16.97% return.
NVIT
- 1D
- -1.26%
- 1M
- -9.80%
- 6M
- 6.98%
- YTD
- 6.98%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CDC
- 1D
- 1.66%
- 1M
- 5.19%
- 6M
- 16.97%
- YTD
- 16.97%
- 1Y
- 20.62%
- 3Y*
- 13.65%
- 5Y*
- 6.79%
- 10Y*
- 10.49%
NVIT vs. CDC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
NVIT YieldMax NVDA Performance & Distribution Target 25 ETF | 6.98% | 3.04% |
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF | 16.97% | 1.40% |
Correlation
The correlation between NVIT and CDC is -0.22, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025 | -0.22 |
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Return for Risk
NVIT vs. CDC — Risk / Return Rank
NVIT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
CDC
NVIT vs. CDC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax NVDA Performance & Distribution Target 25 ETF (NVIT) and VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC). 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.
| NVIT | CDC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.35 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.65 | — |
| Martin ratioReturn relative to average drawdown | — | 12.84 | — |
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Drawdowns
NVIT vs. CDC - Drawdown Comparison
The maximum NVIT drawdown since its inception was -14.24%, smaller than the maximum CDC drawdown of -21.37%. Use the drawdown chart below to compare losses from any high point for NVIT and CDC.
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Drawdown Indicators
| NVIT | CDC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.24% | -21.37% | +7.13% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.67% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.70% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.37% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.37% | — |
Current DrawdownCurrent decline from peak | -13.60% | 0.00% | -13.60% |
Average DrawdownAverage peak-to-trough decline | -3.86% | -5.08% | +1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.61% | — |
Volatility
NVIT vs. CDC - Volatility Comparison
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Volatility by Period
| NVIT | CDC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.68% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.41% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 29.47% | 10.01% | +19.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.47% | 12.55% | +16.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.47% | 13.18% | +16.29% |
NVIT vs. CDC - Expense Ratio Comparison
NVIT has a 1.08% expense ratio, which is higher than CDC's 0.37% expense ratio.
Dividends
NVIT vs. CDC - Dividend Comparison
NVIT's dividend yield for the trailing twelve months is around 15.63%, more than CDC's 3.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF | 3.06% | 3.36% | 3.32% | 4.24% | 3.48% | 2.65% | 2.48% | 3.04% | 3.37% | 2.81% | 2.99% | 3.17% |
NVIT YieldMax NVDA Performance & Distribution Target 25 ETF | 15.63% | 2.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
NVIT and CDC have a correlation of -0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CDC is cheaper at 0.37% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CDC is cheaper with a 0.37% expense ratio, compared with 1.08% for NVIT.
NVIT has the higher dividend yield at 15.63%, compared with 3.06% for CDC.
NVIT is categorized as Derivative Income, while CDC is Large Cap Value Equities. They also come from different issuers: YieldMax and Crestview. Their fees differ too: 1.08% for NVIT and 0.37% for CDC.
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