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SMCY vs. IPDP
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SMCY vs. IPDP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax SMCI Option Income Strategy ETF (SMCY) and Dividend Performers ETF (IPDP). The values are adjusted to include any dividend payments, if applicable.

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SMCY vs. IPDP - Yearly Performance Comparison


Returns By Period


SMCY

1D
6.00%
1M
-25.80%
YTD
-19.09%
6M
-46.57%
1Y
-31.97%
3Y*
5Y*
10Y*

IPDP

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SMCY vs. IPDP - Expense Ratio Comparison

SMCY has a 0.99% expense ratio, which is lower than IPDP's 1.52% expense ratio.


Return for Risk

SMCY vs. IPDP — Risk / Return Rank

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

SMCY
SMCY Risk / Return Rank: 55
Overall Rank
SMCY Sharpe Ratio Rank: 44
Sharpe Ratio Rank
SMCY Sortino Ratio Rank: 66
Sortino Ratio Rank
SMCY Omega Ratio Rank: 55
Omega Ratio Rank
SMCY Calmar Ratio Rank: 44
Calmar Ratio Rank
SMCY Martin Ratio Rank: 44
Martin Ratio Rank

IPDP
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.

SMCY vs. IPDP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax SMCI Option Income Strategy ETF (SMCY) and Dividend Performers ETF (IPDP). 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.


SMCYIPDPDifference

Sharpe ratio

Return per unit of total volatility

-0.50

Sortino ratio

Return per unit of downside risk

-0.31

Omega ratio

Gain probability vs. loss probability

0.95

Calmar ratio

Return relative to maximum drawdown

-0.53

Martin ratio

Return relative to average drawdown

-1.10

SMCY vs. IPDP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SMCYIPDPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.51

Dividends

SMCY vs. IPDP - Dividend Comparison

SMCY's dividend yield for the trailing twelve months is around 261.84%, while IPDP has not paid dividends to shareholders.


TTM20252024
SMCY
YieldMax SMCI Option Income Strategy ETF
261.84%231.43%38.43%
IPDP
Dividend Performers ETF
0.00%0.00%0.00%

Drawdowns

SMCY vs. IPDP - Drawdown Comparison

The maximum SMCY drawdown since its inception was -64.75%, which is greater than IPDP's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for SMCY and IPDP.


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Drawdown Indicators


SMCYIPDPDifference

Max Drawdown

Largest peak-to-trough decline

-64.75%

0.00%

-64.75%

Max Drawdown (1Y)

Largest decline over 1 year

-60.43%

Current Drawdown

Current decline from peak

-60.99%

0.00%

-60.99%

Average Drawdown

Average peak-to-trough decline

-35.40%

0.00%

-35.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

29.27%

Volatility

SMCY vs. IPDP - Volatility Comparison


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Volatility by Period


SMCYIPDPDifference

Volatility (1M)

Calculated over the trailing 1-month period

41.63%

Volatility (6M)

Calculated over the trailing 6-month period

53.77%

Volatility (1Y)

Calculated over the trailing 1-year period

64.66%

0.00%

+64.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

78.05%

0.00%

+78.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

78.05%

0.00%

+78.05%