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NVIT vs. IPDP
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NVIT vs. IPDP - Performance Comparison

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

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NVIT vs. IPDP - Yearly Performance Comparison


Returns By Period


NVIT

1D
4.79%
1M
0.77%
YTD
-1.07%
6M
1Y
3Y*
5Y*
10Y*

IPDP

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NVIT vs. IPDP - Expense Ratio Comparison

NVIT has a 1.08% expense ratio, which is lower than IPDP's 1.52% expense ratio.


Return for Risk

NVIT vs. IPDP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax NVDA Performance & Distribution Target 25 ETF (NVIT) and Dividend Performers ETF (IPDP). 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. IPDP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


NVITIPDPDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

Dividends

NVIT vs. IPDP - Dividend Comparison

NVIT's dividend yield for the trailing twelve months is around 9.08%, while IPDP has not paid dividends to shareholders.


Drawdowns

NVIT vs. IPDP - Drawdown Comparison

The maximum NVIT drawdown since its inception was -11.11%, which is greater than IPDP's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for NVIT and IPDP.


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Drawdown Indicators


NVITIPDPDifference

Max Drawdown

Largest peak-to-trough decline

-11.11%

0.00%

-11.11%

Current Drawdown

Current decline from peak

-6.86%

0.00%

-6.86%

Average Drawdown

Average peak-to-trough decline

-2.65%

0.00%

-2.65%

Volatility

NVIT vs. IPDP - Volatility Comparison


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Volatility by Period


NVITIPDPDifference

Volatility (1Y)

Calculated over the trailing 1-year period

29.12%

0.00%

+29.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.12%

0.00%

+29.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.12%

0.00%

+29.12%