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RATE vs. DISO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between RATE and DISO is -0.03. 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.


-0.50.00.51.0
Correlation: -0.0

Performance

RATE vs. DISO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Interest Rate Hedge ETF (RATE) and YieldMax DIS Option Income Strategy ETF (DISO). The values are adjusted to include any dividend payments, if applicable.

-10.00%0.00%10.00%20.00%30.00%NovemberDecember2025FebruaryMarchApril
-5.70%
-3.26%
RATE
DISO

Key characteristics

Sharpe Ratio

RATE:

-0.19

DISO:

-1.05

Sortino Ratio

RATE:

-0.13

DISO:

-1.27

Omega Ratio

RATE:

0.99

DISO:

0.80

Calmar Ratio

RATE:

-0.15

DISO:

-0.92

Martin Ratio

RATE:

-0.36

DISO:

-2.19

Ulcer Index

RATE:

12.00%

DISO:

10.60%

Daily Std Dev

RATE:

22.34%

DISO:

22.08%

Max Drawdown

RATE:

-28.48%

DISO:

-25.33%

Current Drawdown

RATE:

-21.36%

DISO:

-25.33%

Returns By Period

In the year-to-date period, RATE achieves a -8.54% return, which is significantly higher than DISO's -22.59% return.


RATE

YTD

-8.54%

1M

-6.49%

6M

4.07%

1Y

-2.81%

5Y*

N/A

10Y*

N/A

DISO

YTD

-22.59%

1M

-21.83%

6M

-12.18%

1Y

-22.24%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


RATE vs. DISO - Expense Ratio Comparison

RATE has a 0.50% expense ratio, which is lower than DISO's 1.01% expense ratio.


DISO
YieldMax DIS Option Income Strategy ETF
Expense ratio chart for DISO: current value is 1.01%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
DISO: 1.01%
Expense ratio chart for RATE: current value is 0.50%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
RATE: 0.50%

Risk-Adjusted Performance

RATE vs. DISO — Risk-Adjusted Performance Rank

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

RATE
The Risk-Adjusted Performance Rank of RATE is 3434
Overall Rank
The Sharpe Ratio Rank of RATE is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of RATE is 3232
Sortino Ratio Rank
The Omega Ratio Rank of RATE is 3333
Omega Ratio Rank
The Calmar Ratio Rank of RATE is 3333
Calmar Ratio Rank
The Martin Ratio Rank of RATE is 3939
Martin Ratio Rank

DISO
The Risk-Adjusted Performance Rank of DISO is 22
Overall Rank
The Sharpe Ratio Rank of DISO is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of DISO is 22
Sortino Ratio Rank
The Omega Ratio Rank of DISO is 11
Omega Ratio Rank
The Calmar Ratio Rank of DISO is 00
Calmar Ratio Rank
The Martin Ratio Rank of DISO is 55
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for RATE, currently valued at -0.19, compared to the broader market-1.000.001.002.003.004.005.00
RATE: -0.19
DISO: -1.05
The chart of Sortino ratio for RATE, currently valued at -0.13, compared to the broader market-2.000.002.004.006.008.0010.00
RATE: -0.13
DISO: -1.27
The chart of Omega ratio for RATE, currently valued at 0.99, compared to the broader market0.501.001.502.002.50
RATE: 0.99
DISO: 0.80
The chart of Calmar ratio for RATE, currently valued at -0.15, compared to the broader market0.005.0010.0015.00
RATE: -0.15
DISO: -0.92
The chart of Martin ratio for RATE, currently valued at -0.36, compared to the broader market0.0020.0040.0060.0080.00100.00
RATE: -0.36
DISO: -2.19

The current RATE Sharpe Ratio is -0.19, which is higher than the DISO Sharpe Ratio of -1.05. The chart below compares the historical Sharpe Ratios of RATE and DISO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00NovemberDecember2025FebruaryMarchApril
-0.19
-1.05
RATE
DISO

Dividends

RATE vs. DISO - Dividend Comparison

RATE's dividend yield for the trailing twelve months is around 4.60%, less than DISO's 40.82% yield.


TTM202420232022
RATE
Global X Interest Rate Hedge ETF
4.60%4.20%35.06%15.44%
DISO
YieldMax DIS Option Income Strategy ETF
40.82%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 -25.33%. Use the drawdown chart below to compare losses from any high point for RATE and DISO. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-21.36%
-25.33%
RATE
DISO

Volatility

RATE vs. DISO - Volatility Comparison

The current volatility for Global X Interest Rate Hedge ETF (RATE) is 4.40%, while YieldMax DIS Option Income Strategy ETF (DISO) has a volatility of 12.62%. 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.


4.00%6.00%8.00%10.00%12.00%NovemberDecember2025FebruaryMarchApril
4.40%
12.62%
RATE
DISO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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