RATE vs. DISO
Compare and contrast key facts about Global X Interest Rate Hedge ETF (RATE) and YieldMax DIS Option Income Strategy ETF (DISO).
RATE and DISO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RATE is an actively managed fund by Global X. It was launched on Jul 5, 2022. DISO is an actively managed fund by YieldMax. It was launched on Aug 24, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RATE or DISO.
Correlation
The correlation between RATE and DISO is -0.15. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
RATE vs. DISO - Performance Comparison
Key characteristics
RATE:
-0.43
DISO:
-0.59
RATE:
-0.50
DISO:
-0.65
RATE:
0.94
DISO:
0.90
RATE:
-0.33
DISO:
-0.54
RATE:
-0.78
DISO:
-1.20
RATE:
12.23%
DISO:
11.86%
RATE:
21.91%
DISO:
24.06%
RATE:
-28.48%
DISO:
-26.62%
RATE:
-18.73%
DISO:
-19.79%
Returns By Period
In the year-to-date period, RATE achieves a -5.49% return, which is significantly higher than DISO's -16.84% return.
RATE
-5.49%
-4.05%
-0.89%
-10.96%
N/A
N/A
DISO
-16.84%
-9.92%
-4.99%
-14.12%
N/A
N/A
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RATE vs. DISO - Expense Ratio Comparison
RATE has a 0.50% expense ratio, which is lower than DISO's 1.01% expense ratio.
Risk-Adjusted Performance
RATE vs. DISO — Risk-Adjusted Performance Rank
RATE
DISO
RATE vs. DISO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Interest Rate Hedge ETF (RATE) and YieldMax DIS Option Income Strategy ETF (DISO). 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.
Dividends
RATE vs. DISO - Dividend Comparison
RATE's dividend yield for the trailing twelve months is around 4.45%, less than DISO's 41.53% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
RATE Global X Interest Rate Hedge ETF | 4.45% | 4.20% | 35.06% | 15.44% |
DISO YieldMax DIS Option Income Strategy ETF | 41.53% | 37.33% | 6.87% | 0.00% |
Drawdowns
RATE vs. DISO - Drawdown Comparison
The maximum RATE drawdown since its inception was -28.48%, which is greater than DISO's maximum drawdown of -26.62%. Use the drawdown chart below to compare losses from any high point for RATE and DISO. For additional features, visit the drawdowns tool.
Volatility
RATE vs. DISO - Volatility Comparison
The current volatility for Global X Interest Rate Hedge ETF (RATE) is 8.93%, while YieldMax DIS Option Income Strategy ETF (DISO) has a volatility of 15.46%. This indicates that RATE experiences smaller price fluctuations and is considered to be less risky than DISO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.