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NVIT vs. FIAT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NVIT vs. FIAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax NVDA Performance & Distribution Target 25 ETF (NVIT) and YieldMax Short COIN Option Income Strategy ETF (FIAT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NVIT achieves a 15.44% return, which is significantly higher than FIAT's 13.84% return.


NVIT

1D
-2.67%
1M
6.72%
YTD
15.44%
6M
19.59%
1Y
3Y*
5Y*
10Y*

FIAT

1D
4.32%
1M
16.99%
YTD
13.84%
6M
33.71%
1Y
-0.18%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

NVIT vs. FIAT - Yearly Performance Comparison


Correlation

The correlation between NVIT and FIAT is -0.39, 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 19, 2025

-0.39

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Return for Risk

NVIT vs. FIAT — Risk / Return Rank

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

NVIT

FIAT
FIAT Risk / Return Rank: 1010
Overall Rank
FIAT Sharpe Ratio Rank: 88
Sharpe Ratio Rank
FIAT Sortino Ratio Rank: 1111
Sortino Ratio Rank
FIAT Omega Ratio Rank: 1111
Omega Ratio Rank
FIAT Calmar Ratio Rank: 99
Calmar Ratio Rank
FIAT Martin Ratio Rank: 99
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NVIT vs. FIAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax NVDA Performance & Distribution Target 25 ETF (NVIT) and YieldMax Short COIN Option Income Strategy ETF (FIAT). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

NVIT vs. FIAT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


NVITFIATDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

1.37

-0.37

+1.74

Drawdowns

NVIT vs. FIAT - Drawdown Comparison

The maximum NVIT drawdown since its inception was -11.11%, smaller than the maximum FIAT drawdown of -70.50%. Use the drawdown chart below to compare losses from any high point for NVIT and FIAT.


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Drawdown Indicators


NVITFIATDifference

Max Drawdown

Largest peak-to-trough decline

-11.11%

-70.50%

+59.39%

Max Drawdown (1Y)

Largest decline over 1 year

-42.26%

Current Drawdown

Current decline from peak

-6.77%

-50.94%

+44.17%

Average Drawdown

Average peak-to-trough decline

-2.86%

-45.35%

+42.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

27.32%

Volatility

NVIT vs. FIAT - Volatility Comparison


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Volatility by Period


NVITFIATDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.34%

Volatility (6M)

Calculated over the trailing 6-month period

42.03%

Volatility (1Y)

Calculated over the trailing 1-year period

29.08%

55.49%

-26.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.08%

60.56%

-31.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.08%

60.56%

-31.48%

NVIT vs. FIAT - Expense Ratio Comparison

NVIT has a 1.08% expense ratio, which is higher than FIAT's 0.99% expense ratio.


Dividends

NVIT vs. FIAT - Dividend Comparison

NVIT's dividend yield for the trailing twelve months is around 12.36%, less than FIAT's 93.28% yield.


Frequently Asked Questions


NVIT and FIAT have a correlation of -0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, FIAT is cheaper at 0.99% per year. The better choice depends on whether you care most about return, fees, risk, or income.

FIAT is cheaper with a 0.99% expense ratio, compared with 1.08% for NVIT.

FIAT has the higher dividend yield at 93.28%, compared with 12.36% for NVIT.

Their fees differ too: 1.08% for NVIT and 0.99% for FIAT.

Portfolio Optimizer

Find the right allocation for NVIT and FIAT

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