NVIT vs. NVDA

Last updated Jun 24, 2026

NVIT (YieldMax NVDA Performance & Distribution Target 25 ETF) is Derivative Income fund actively managed by YieldMax, while NVDA (NVIDIA Corporation) is a stock. With a 0.99 correlation, they move nearly in lockstep.

Performance

NVIT vs. NVDA - Performance Comparison

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

Returns By Period

In the year-to-date period, NVIT achieves a 9.26% return, which is significantly higher than NVDA's 7.39% return.

NVIT

• 1D: -2.90%
• 1M: -5.21%
• YTD: 9.26%
• 6M: 8.74%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

NVDA

• 1D: -4.13%
• 1M: -6.99%
• YTD: 7.39%
• 6M: 5.85%
• 1Y: 38.94%
• 3Y*: 68.08%
• 5Y*: 59.90%
• 10Y*: 67.94%

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

NVIT vs. NVDA - Yearly Performance Comparison

	2026 (YTD)	2025
NVIT YieldMax NVDA Performance & Distribution Target 25 ETF	9.26%	3.04%
NVDA NVIDIA Corporation	7.39%	-0.05%

Correlation

The correlation between NVIT and NVDA is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025	0.99

Return for Risk

NVIT vs. NVDA — Risk / Return Rank

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

NVIT

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

NVDA

NVDA Risk / Return Rank: 72
NVDA Sharpe Ratio Rank: 75
NVDA Sortino Ratio Rank: 69
NVDA Omega Ratio Rank: 66
NVDA Calmar Ratio Rank: 75
NVDA Martin Ratio Rank: 74

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. NVDA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax NVDA Performance & Distribution Target 25 ETF (NVIT) and NVIDIA Corporation (NVDA). 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	NVDA	Difference
Sharpe ratio: Return per unit of total volatility	—	1.10	—
Sortino ratio: Return per unit of downside risk	—	1.65	—
Omega ratio: Gain probability vs. loss probability	—	1.20	—
Calmar ratio: Return relative to maximum drawdown	—	1.94	—
Martin ratio: Return relative to average drawdown	—	4.51	—

Drawdowns

NVIT vs. NVDA - Drawdown Comparison

The maximum NVIT drawdown since its inception was -12.15%, smaller than the maximum NVDA drawdown of -89.72%. Use the drawdown chart below to compare losses from any high point for NVIT and NVDA.

Drawdown Indicators

	NVIT	NVDA	Difference
Max Drawdown Largest peak-to-trough decline	-12.15%	-89.72%	+77.57%
Max Drawdown (1Y) Largest decline over 1 year	—	-20.21%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-36.88%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-66.34%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-66.34%	—
Current Drawdown Current decline from peak	-11.76%	-15.04%	+3.28%
Average Drawdown Average peak-to-trough decline	-3.43%	-36.16%	+32.73%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	8.66%	—

Volatility

Volatility by Period

	NVIT	NVDA	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	13.29%	—
Volatility (6M) Calculated over the trailing 6-month period	—	26.92%	—
Volatility (1Y) Calculated over the trailing 1-year period	29.83%	35.50%	-5.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.83%	51.84%	-22.01%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.83%	49.87%	-20.04%

Dividends

NVIT vs. NVDA - Dividend Comparison

NVIT's dividend yield for the trailing twelve months is around 14.77%, more than NVDA's 0.14% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
NVDA NVIDIA Corporation	0.14%	0.02%	0.03%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%
NVIT YieldMax NVDA Performance & Distribution Target 25 ETF	14.77%	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

Can I hold both NVIT and NVDA in my portfolio?

With a correlation of 0.99, NVIT and NVDA move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.