NVIT vs. XOMO
NVIT (YieldMax NVDA Performance & Distribution Target 25 ETF) and XOMO (YieldMax XOM Option Income Strategy ETF) are both Derivative Income funds from YieldMax. Both are actively managed. At a correlation of -0.23, they often move in opposite directions. NVIT charges 1.08%/yr vs 1.01%/yr for XOMO.
Performance
NVIT vs. XOMO - Performance Comparison
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Returns By Period
In the year-to-date period, NVIT achieves a 15.44% return, which is significantly lower than XOMO's 17.25% return.
NVIT
- 1D
- -2.67%
- 1M
- 6.72%
- YTD
- 15.44%
- 6M
- 19.59%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XOMO
- 1D
- 1.39%
- 1M
- -1.15%
- YTD
- 17.25%
- 6M
- 19.54%
- 1Y
- 30.87%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
NVIT vs. XOMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
NVIT YieldMax NVDA Performance & Distribution Target 25 ETF | 15.44% | 3.48% |
XOMO YieldMax XOM Option Income Strategy ETF | 17.25% | 1.04% |
Correlation
The correlation between NVIT and XOMO is -0.23, 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 | -0.23 |
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Return for Risk
NVIT vs. XOMO — Risk / Return Rank
NVIT
XOMO
NVIT vs. XOMO - 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 XOM Option Income Strategy ETF (XOMO). 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.
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Sharpe Ratios by Period
| NVIT | XOMO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.37 | 0.39 | +0.98 |
Drawdowns
NVIT vs. XOMO - Drawdown Comparison
The maximum NVIT drawdown since its inception was -11.11%, smaller than the maximum XOMO drawdown of -18.90%. Use the drawdown chart below to compare losses from any high point for NVIT and XOMO.
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Drawdown Indicators
| NVIT | XOMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.11% | -18.90% | +7.79% |
Max Drawdown (1Y)Largest decline over 1 year | — | -13.73% | — |
Current DrawdownCurrent decline from peak | -6.77% | -9.89% | +3.12% |
Average DrawdownAverage peak-to-trough decline | -2.86% | -7.21% | +4.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.88% | — |
Volatility
NVIT vs. XOMO - Volatility Comparison
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Volatility by Period
| NVIT | XOMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 7.53% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.61% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 29.08% | 20.07% | +9.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.08% | 18.95% | +10.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.08% | 18.95% | +10.13% |
NVIT vs. XOMO - Expense Ratio Comparison
NVIT has a 1.08% expense ratio, which is higher than XOMO's 1.01% expense ratio.
Dividends
NVIT vs. XOMO - Dividend Comparison
NVIT's dividend yield for the trailing twelve months is around 12.36%, less than XOMO's 34.77% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
NVIT YieldMax NVDA Performance & Distribution Target 25 ETF | 12.36% | 2.37% | 0.00% | 0.00% |
XOMO YieldMax XOM Option Income Strategy ETF | 34.77% | 31.64% | 26.94% | 5.13% |
Frequently Asked Questions
NVIT and XOMO have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XOMO is cheaper at 1.01% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XOMO is cheaper with a 1.01% expense ratio, compared with 1.08% for NVIT.
XOMO has the higher dividend yield at 34.77%, compared with 12.36% for NVIT.
Their fees differ too: 1.08% for NVIT and 1.01% for XOMO.
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