NVIT vs. FINY

Last updated Jul 3, 2026

NVIT (YieldMax NVDA Performance & Distribution Target 25 ETF) and FINY (GraniteShares YieldBOOST Financials ETF) are both Derivative Income funds. Both are actively managed. At a 0.06 correlation, their price movements are largely independent. NVIT charges 1.08%/yr vs 1.07%/yr for FINY.

Performance

NVIT vs. FINY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax NVDA Performance & Distribution Target 25 ETF (NVIT) and GraniteShares YieldBOOST Financials ETF (FINY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

NVIT

• 1D: -1.26%
• 1M: -9.80%
• 6M: 6.98%
• YTD: 6.98%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FINY

• 1D: 0.06%
• 1M: 2.75%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

NVIT vs. FINY - Yearly Performance Comparison

	2026 (YTD)
NVIT YieldMax NVDA Performance & Distribution Target 25 ETF	-1.10%
FINY GraniteShares YieldBOOST Financials ETF	5.18%

Correlation

The correlation between NVIT and FINY is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 5, 2026	0.06

Return for Risk

NVIT vs. FINY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax NVDA Performance & Distribution Target 25 ETF (NVIT) and GraniteShares YieldBOOST Financials ETF (FINY). 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.

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

Drawdowns

NVIT vs. FINY - Drawdown Comparison

The maximum NVIT drawdown since its inception was -14.24%, which is greater than FINY's maximum drawdown of -0.63%. Use the drawdown chart below to compare losses from any high point for NVIT and FINY.

Drawdown Indicators

	NVIT	FINY	Difference
Max Drawdown Largest peak-to-trough decline	-14.24%	-0.63%	-13.61%
Current Drawdown Current decline from peak	-13.60%	0.00%	-13.60%
Average Drawdown Average peak-to-trough decline	-3.86%	-0.06%	-3.80%

Volatility

Volatility by Period

	NVIT	FINY	Difference
Volatility (1Y) Calculated over the trailing 1-year period	29.47%	4.45%	+25.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.47%	4.45%	+25.02%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.47%	4.45%	+25.02%

NVIT vs. FINY - Expense Ratio Comparison

NVIT has a 1.08% expense ratio, which is higher than FINY's 1.07% expense ratio.

Dividends

NVIT vs. FINY - Dividend Comparison

NVIT's dividend yield for the trailing twelve months is around 15.63%, more than FINY's 4.38% yield.

Position	TTM	2025
FINY GraniteShares YieldBOOST Financials ETF	4.38%	0.00%
NVIT YieldMax NVDA Performance & Distribution Target 25 ETF	15.63%	2.37%

Frequently Asked Questions

Can I hold both NVIT and FINY in my portfolio?

NVIT and FINY have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, NVIT or FINY?

On fees, FINY is cheaper at 1.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, NVIT or FINY?

FINY is cheaper with a 1.07% expense ratio, compared with 1.08% for NVIT.

Which ETF pays a higher dividend yield, NVIT or FINY?

NVIT has the higher dividend yield at 15.63%, compared with 4.38% for FINY.

What is the main difference between NVIT and FINY?

They also come from different issuers: YieldMax and GraniteShares. Their fees differ too: 1.08% for NVIT and 1.07% for FINY.