RNTY vs. WPC

Last updated Apr 1, 2026

Compare and contrast key facts about YieldMax Target 12™ Real Estate Option Income ETF (RNTY) and W. P. Carey Inc. (WPC).

RNTY is an actively managed fund by YieldMax. It was launched on Apr 16, 2025.

Performance

RNTY vs. WPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax Target 12™ Real Estate Option Income ETF (RNTY) and W. P. Carey Inc. (WPC). The values are adjusted to include any dividend payments, if applicable.

RNTY vs. WPC - Yearly Performance Comparison

	2026 (YTD)	2025
RNTY YieldMax Target 12™ Real Estate Option Income ETF	1.15%	4.10%
WPC W. P. Carey Inc.	7.06%	7.97%

Returns By Period

In the year-to-date period, RNTY achieves a 1.15% return, which is significantly lower than WPC's 7.06% return.

RNTY

• 1D: 1.25%
• 1M: -6.61%
• YTD: 1.15%
• 6M: 1.60%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

WPC

• 1D: 1.46%
• 1M: -7.70%
• YTD: 7.06%
• 6M: 3.43%
• 1Y: 13.87%
• 3Y*: 3.12%
• 5Y*: 5.50%
• 10Y*: 7.68%

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

Return for Risk

RNTY vs. WPC — Risk / Return Rank

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

WPC

WPC Risk / Return Rank: 67
WPC Sharpe Ratio Rank: 69
WPC Sortino Ratio Rank: 60
WPC Omega Ratio Rank: 58
WPC Calmar Ratio Rank: 71
WPC Martin Ratio Rank: 76

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RNTY vs. WPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax Target 12™ Real Estate Option Income ETF (RNTY) and W. P. Carey Inc. (WPC). 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.

Sharpe Ratios by Period

	RNTY	WPC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.75	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.27	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.30	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.52	0.45	+0.08

Correlation

The correlation between RNTY and WPC is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

RNTY vs. WPC - Dividend Comparison

RNTY's dividend yield for the trailing twelve months is around 10.45%, more than WPC's 5.39% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RNTY YieldMax Target 12™ Real Estate Option Income ETF	10.45%	8.28%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
WPC W. P. Carey Inc.	5.39%	5.62%	6.41%	7.93%	5.43%	5.12%	5.91%	5.17%	6.26%	7.26%	6.65%	6.48%

Drawdowns

RNTY vs. WPC - Drawdown Comparison

The maximum RNTY drawdown since its inception was -7.91%, smaller than the maximum WPC drawdown of -52.45%. Use the drawdown chart below to compare losses from any high point for RNTY and WPC.

Drawdown Indicators

	RNTY	WPC	Difference
Max Drawdown Largest peak-to-trough decline	-7.91%	-52.45%	+44.54%
Max Drawdown (1Y) Largest decline over 1 year	—	-10.96%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-36.81%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-52.45%	—
Current Drawdown Current decline from peak	-6.76%	-7.70%	+0.94%
Average Drawdown Average peak-to-trough decline	-1.66%	-10.33%	+8.67%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.53%	—

Volatility

Volatility by Period

	RNTY	WPC	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.32%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.85%	—
Volatility (1Y) Calculated over the trailing 1-year period	10.79%	18.57%	-7.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.79%	20.71%	-9.92%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.79%	25.81%	-15.02%