RDVY vs. WNTR
RDVY (First Trust Rising Dividend Achievers ETF) and WNTR (YieldMax MSTR Short Option Income Strategy ETF) are both exchange-traded funds - RDVY is a Dividend fund tracking the Nasdaq US Rising Dividend Achievers Index, while WNTR is a Derivative Income fund actively managed by YieldMax. RDVY is passively managed, while WNTR is actively managed. Over the past year, RDVY returned 30.74% vs 107.38% for WNTR. Their -0.35 correlation means they have often moved in opposite directions in the past. RDVY charges 0.47%/yr vs 1.00%/yr for WNTR.
Performance
RDVY vs. WNTR - Performance Comparison
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Returns By Period
In the year-to-date period, RDVY achieves a 17.25% return, which is significantly higher than WNTR's 10.75% return.
RDVY
- 1D
- 0.36%
- 1M
- 1.19%
- 6M
- 12.71%
- YTD
- 17.25%
- 1Y
- 30.74%
- 3Y*
- 19.76%
- 5Y*
- 12.89%
- 10Y*
- 16.25%
- ALL TIME*
- 13.76%
WNTR
- 1D
- 3.26%
- 1M
- 8.13%
- 6M
- 14.92%
- YTD
- 10.75%
- 1Y
- 107.38%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 47.89%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $77.65M | $79.19M | $83.63M | |
| $4.02M | $3.86M | $3.95M |
RDVY vs. WNTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RDVY First Trust Rising Dividend Achievers ETF | 17.25% | 17.86% |
WNTR YieldMax MSTR Short Option Income Strategy ETF | 10.75% | 52.78% |
Correlation
The correlation between RDVY and WNTR is -0.32, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.32 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2025 | -0.35 |
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Return for Risk
RDVY vs. WNTR — Risk / Return Rank
RDVY
WNTR
RDVY vs. WNTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Rising Dividend Achievers ETF (RDVY) and YieldMax MSTR Short Option Income Strategy ETF (WNTR). 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.
| RDVY | WNTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.32 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.25 | 2.71 | +0.54 |
| Martin ratioReturn relative to average drawdown | 13.63 | 6.87 | +6.77 |
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Drawdowns
RDVY vs. WNTR - Drawdown Comparison
The maximum RDVY drawdown since its inception was -40.60%, roughly equal to the maximum WNTR drawdown of -42.65%. Use the drawdown chart below to compare losses from any high point for RDVY and WNTR.
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Drawdown Indicators
| RDVY | WNTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.60% | -42.65% | +2.05% |
Max Drawdown (1Y)Largest decline over 1 year | -9.04% | -42.65% | +33.61% |
Max Drawdown (3Y)Largest decline over 3 years | -19.11% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.32% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -40.60% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -9.64% | +9.64% |
Average DrawdownAverage peak-to-trough decline | -4.95% | -20.18% | +15.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 16.81% | -14.66% |
Volatility
RDVY vs. WNTR - Volatility Comparison
The current volatility for First Trust Rising Dividend Achievers ETF (RDVY) is 3.53%, while YieldMax MSTR Short Option Income Strategy ETF (WNTR) has a volatility of 14.85%. This indicates that RDVY experiences smaller price fluctuations and is considered to be less risky than WNTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RDVY | WNTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 14.85% | -11.32% |
Volatility (6M)Calculated over the trailing 6-month period | 11.46% | 47.43% | -35.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.65% | 54.68% | -40.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.92% | 53.42% | -34.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.03% | 53.42% | -32.39% |
RDVY vs. WNTR - Expense Ratio Comparison
RDVY has a 0.47% expense ratio, which is lower than WNTR's 1.00% expense ratio.
Dividends
RDVY vs. WNTR - Dividend Comparison
RDVY's dividend yield for the trailing twelve months is around 0.83%, less than WNTR's 107.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDVY First Trust Rising Dividend Achievers ETF | 0.83% | 1.11% | 1.64% | 2.09% | 2.21% | 1.04% | 1.53% | 1.55% | 1.68% | 1.25% | 2.07% | 2.14% |
WNTR YieldMax MSTR Short Option Income Strategy ETF | 107.02% | 58.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RDVY and WNTR have a correlation of -0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WNTR has higher volatility (14.85%) compared to RDVY (3.53%). In terms of maximum drawdown, RDVY dropped -40.60% vs WNTR's -42.65%.
On 1-year performance, WNTR leads with 107.38% vs 30.74% for RDVY. On fees, RDVY is cheaper at 0.47% per year. On volatility, RDVY has been the lower-risk option at 3.53%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, WNTR has performed better with a 107.38% return vs 30.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RDVY is cheaper with a 0.47% expense ratio, compared with 1.00% for WNTR.
WNTR has the higher dividend yield at 107.02%, compared with 0.83% for RDVY.
RDVY is categorized as Dividend, while WNTR is Derivative Income. They also come from different issuers: First Trust and YieldMax. Their fees differ too: 0.47% for RDVY and 1.00% for WNTR.
WNTR currently has the higher Sharpe Ratio (2.12 vs 2.00), 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.
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