SLF vs. NFLY
Compare and contrast key facts about Sun Life Financial Inc. (SLF) and YieldMax NFLX Option Income Strategy ETF (NFLY).
NFLY is an actively managed fund by YieldMax. It was launched on Aug 7, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SLF or NFLY.
Correlation
The correlation between SLF and NFLY is 0.53, 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.
Performance
SLF vs. NFLY - Performance Comparison
Key characteristics
SLF:
1.02
NFLY:
2.89
SLF:
1.39
NFLY:
3.63
SLF:
1.21
NFLY:
1.53
SLF:
1.46
NFLY:
4.75
SLF:
3.14
NFLY:
16.77
SLF:
6.48%
NFLY:
4.56%
SLF:
20.05%
NFLY:
26.49%
SLF:
-78.78%
NFLY:
-21.45%
SLF:
-3.99%
NFLY:
0.00%
Returns By Period
In the year-to-date period, SLF achieves a 1.43% return, which is significantly lower than NFLY's 19.77% return.
SLF
1.43%
4.00%
7.48%
21.84%
17.34%
10.63%
NFLY
19.77%
16.39%
34.01%
78.62%
N/A
N/A
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Risk-Adjusted Performance
SLF vs. NFLY — Risk-Adjusted Performance Rank
SLF
NFLY
SLF vs. NFLY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sun Life Financial Inc. (SLF) and YieldMax NFLX Option Income Strategy ETF (NFLY). 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
SLF vs. NFLY - Dividend Comparison
SLF's dividend yield for the trailing twelve months is around 3.99%, less than NFLY's 43.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLF Sun Life Financial Inc. | 3.96% | 3.99% | 4.26% | 4.59% | 3.19% | 3.70% | 3.46% | 4.41% | 3.25% | 3.18% | 3.77% | 3.61% |
NFLY YieldMax NFLX Option Income Strategy ETF | 50.33% | 49.91% | 11.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SLF vs. NFLY - Drawdown Comparison
The maximum SLF drawdown since its inception was -78.78%, which is greater than NFLY's maximum drawdown of -21.45%. Use the drawdown chart below to compare losses from any high point for SLF and NFLY. For additional features, visit the drawdowns tool.
Volatility
SLF vs. NFLY - Volatility Comparison
The current volatility for Sun Life Financial Inc. (SLF) is 9.70%, while YieldMax NFLX Option Income Strategy ETF (NFLY) has a volatility of 12.47%. This indicates that SLF experiences smaller price fluctuations and is considered to be less risky than NFLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
User Portfolios with SLF or NFLY
Recent discussions
Bonds (BND and/or BNDX) are greatly favored over stocks by the optimizer
I have not seem many orange lines winning against original or benchmark no matter what I do. But the software seems to be doing something when all is stock or stock ETFs. However, Bonds and Stocks don't work well together. The moment I add BND or BNDX, the optimizer puts almost all of the weight in the bonds. I ran out of the free limit of calculations.
Maybe it's a message we all need to hear: invest in bond ETFs. Maybe I'm not using the tool correctly. Maybe there is something wrong with the tool.
I don't know.
-- Fred
Fred
How often do you rebase the trends portfolio?
Hedge Cat
Dividend reinvestment
Ed