PSTR vs. SOXY

Last updated Aug 4, 2026

PSTR (PeakShares Sector Rotation ETF) and SOXY (YieldMax Target 12™ Semiconductor Option Income ETF) are both Derivative Income funds. Both are actively managed. Over the past year, PSTR returned 20.26% vs 95.22% for SOXY. Their 0.59 correlation means they have sometimes moved together and sometimes differently. PSTR charges 1.07%/yr vs 1.06%/yr for SOXY.

Performance

PSTR vs. SOXY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PeakShares Sector Rotation ETF (PSTR) and YieldMax Target 12™ Semiconductor Option Income ETF (SOXY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PSTR achieves a 11.52% return, which is significantly lower than SOXY's 59.66% return.

PSTR

• 1D: 1.36%
• 1M: 2.50%
• 6M: 9.19%
• YTD: 11.52%
• 1Y: 20.26%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 15.26%

SOXY

• 1D: 0.84%
• 1M: -11.28%
• 6M: 41.13%
• YTD: 59.66%
• 1Y: 95.22%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 59.08%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
PSTR PeakShares Sector Rotation ETF	$138.14K	$98.29K	$142.05K
SOXY YieldMax Target 12™ Semiconductor Option Income ETF	$2.13M	$2.40M	$2.09M

PSTR vs. SOXY - Yearly Performance Comparison

	2026 (YTD)	2025	2024
PSTR PeakShares Sector Rotation ETF	11.52%	10.31%	-2.98%
SOXY YieldMax Target 12™ Semiconductor Option Income ETF	59.66%	37.00%	-0.99%

Correlation

The correlation between PSTR and SOXY is 0.51, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.51
Correlation (All Time) Calculated using the full available price history since Dec 3, 2024	0.59

The correlation between PSTR and SOXY has been stable across timeframes, ranging from 0.51 to 0.59 - a consistent structural relationship.

PSTR vs. SOXY - Sectors Allocation Comparison

Sectors	PSTR	SOXY
Technology	32.2%	100.0%
Healthcare	12.6%	0.0%
Financial Services	11.4%	0.1%
Communication Services	10.4%	0.0%
Consumer Cyclical	8.8%	0.0%
Industrials	8.2%	0.0%
Consumer Defensive	6.1%	0.0%
Energy	3.4%	0.0%
Utilities	3.3%	0.0%
Real Estate	2.0%	-
Basic Materials	1.6%	0.0%

Return for Risk

PSTR vs. SOXY — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PSTR

PSTR Risk / Return Rank: 83
PSTR Sharpe Ratio Rank: 83
PSTR Sortino Ratio Rank: 84
PSTR Omega Ratio Rank: 84
PSTR Calmar Ratio Rank: 77
PSTR Martin Ratio Rank: 90

SOXY

SOXY Risk / Return Rank: 87
SOXY Sharpe Ratio Rank: 92
SOXY Sortino Ratio Rank: 84
SOXY Omega Ratio Rank: 85
SOXY Calmar Ratio Rank: 85
SOXY Martin Ratio Rank: 90

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PSTR vs. SOXY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PeakShares Sector Rotation ETF (PSTR) and YieldMax Target 12™ Semiconductor Option Income ETF (SOXY). 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.

	PSTR	SOXY	Difference
Sharpe ratio: Return per unit of total volatility	2.10	2.41	-0.31
Sortino ratio: Return per unit of downside risk	3.04	2.81	+0.23
Omega ratio: Gain probability vs. loss probability	1.39	1.38	+0.01
Calmar ratio: Return relative to maximum drawdown	3.05	3.35	-0.30
Martin ratio: Return relative to average drawdown	15.38	14.82	+0.56

PSTR vs. SOXY - Sharpe Ratio Comparison

The current PSTR Sharpe Ratio is 2.10, which is comparable to the SOXY Sharpe Ratio of 2.41. The chart below compares the historical Sharpe Ratios of PSTR and SOXY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

PSTR vs. SOXY - Drawdown Comparison

The maximum PSTR drawdown since its inception was -14.73%, smaller than the maximum SOXY drawdown of -30.22%. Use the drawdown chart below to compare losses from any high point for PSTR and SOXY.

Drawdown Indicators

	PSTR	SOXY	Difference
Max Drawdown Largest peak-to-trough decline	-14.73%	-30.22%	+15.49%
Max Drawdown (1Y) Largest decline over 1 year	-6.68%	-28.56%	+21.88%
Current Drawdown Current decline from peak	0.00%	-21.05%	+21.05%
Average Drawdown Average peak-to-trough decline	-1.54%	-5.53%	+3.99%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.32%	6.45%	-5.13%

Volatility

PSTR vs. SOXY - Volatility Comparison

The current volatility for PeakShares Sector Rotation ETF (PSTR) is 2.67%, while YieldMax Target 12™ Semiconductor Option Income ETF (SOXY) has a volatility of 17.94%. This indicates that PSTR experiences smaller price fluctuations and is considered to be less risky than SOXY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PSTR	SOXY	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.67%	17.94%	-15.27%
Volatility (6M) Calculated over the trailing 6-month period	8.52%	35.55%	-27.03%
Volatility (1Y) Calculated over the trailing 1-year period	9.72%	39.88%	-30.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.55%	39.26%	-26.71%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.55%	39.26%	-26.71%

PSTR vs. SOXY - Expense Ratio Comparison

PSTR has a 1.07% expense ratio, which is higher than SOXY's 1.06% expense ratio.

Dividends

PSTR vs. SOXY - Dividend Comparison

PSTR's dividend yield for the trailing twelve months is around 4.75%, less than SOXY's 9.34% yield.

Position	TTM	2025	2024
PSTR PeakShares Sector Rotation ETF	4.75%	4.96%	1.57%
SOXY YieldMax Target 12™ Semiconductor Option Income ETF	9.34%	11.47%	0.00%

Frequently Asked Questions

Can I hold both PSTR and SOXY in my portfolio?

PSTR and SOXY have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PSTR or SOXY?

SOXY has higher volatility (17.94%) compared to PSTR (2.67%). In terms of maximum drawdown, PSTR dropped -14.73% vs SOXY's -30.22%.

Which ETF is better, PSTR or SOXY?

On 1-year performance, SOXY leads with 95.22% vs 20.26% for PSTR. On fees, SOXY is cheaper at 1.06% per year. On volatility, PSTR has been the lower-risk option at 2.67%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, PSTR or SOXY?

Over the 1-year period, SOXY has performed better with a 95.22% return vs 20.26%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, PSTR or SOXY?

SOXY is cheaper with a 1.06% expense ratio, compared with 1.07% for PSTR.

Which ETF pays a higher dividend yield, PSTR or SOXY?

SOXY has the higher dividend yield at 9.34%, compared with 4.75% for PSTR.

What is the main difference between PSTR and SOXY?

They also come from different issuers: PeakShares and YieldMax. Their fees differ too: 1.07% for PSTR and 1.06% for SOXY.

Which has better risk-adjusted returns?

SOXY currently has the higher Sharpe Ratio (2.41 vs 2.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.