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SQY vs. PEPS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SQY vs. PEPS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax SQ Option Income Strategy ETF (SQY) and Parametric Equity Plus ETF (PEPS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


SQY

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

PEPS

1D
-0.36%
1M
-0.91%
YTD
7.47%
6M
6.36%
1Y
24.43%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SQY vs. PEPS — Risk / Return Rank

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

SQY

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


PEPS
PEPS Risk / Return Rank: 6161
Overall Rank
PEPS Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
PEPS Sortino Ratio Rank: 5656
Sortino Ratio Rank
PEPS Omega Ratio Rank: 6161
Omega Ratio Rank
PEPS Calmar Ratio Rank: 5858
Calmar Ratio Rank
PEPS Martin Ratio Rank: 6969
Martin Ratio Rank
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.

SQY vs. PEPS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax SQ Option Income Strategy ETF (SQY) and Parametric Equity Plus ETF (PEPS). 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.


SQYPEPSDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.33

Calmar ratioReturn relative to maximum drawdown

2.51

Martin ratioReturn relative to average drawdown

11.23

SQY vs. PEPS - Sharpe Ratio Comparison


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Drawdowns

SQY vs. PEPS - Drawdown Comparison


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Drawdown Indicators


SQYPEPSDifference

Max Drawdown

Largest peak-to-trough decline

-21.26%

Max Drawdown (1Y)

Largest decline over 1 year

-9.80%

Current Drawdown

Current decline from peak

-3.39%

Average Drawdown

Average peak-to-trough decline

-2.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.18%

Volatility

SQY vs. PEPS - Volatility Comparison


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Volatility by Period


SQYPEPSDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.36%

Volatility (6M)

Calculated over the trailing 6-month period

10.78%

Volatility (1Y)

Calculated over the trailing 1-year period

13.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.41%

SQY vs. PEPS - Expense Ratio Comparison

SQY has a 1.01% expense ratio, which is higher than PEPS's 0.10% expense ratio.


Dividends

SQY vs. PEPS - Dividend Comparison

SQY has not paid dividends to shareholders, while PEPS's dividend yield for the trailing twelve months is around 0.95%.


PositionTTM20252024
PEPS
Parametric Equity Plus ETF
0.95%1.00%0.17%
SQY
YieldMax SQ Option Income Strategy ETF
0.00%0.00%0.00%

Frequently Asked Questions


On fees, PEPS is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PEPS is cheaper with a 0.10% expense ratio, compared with 1.01% for SQY.

PEPS has the higher dividend yield at 0.95%, compared with 0.00% for SQY.

They also come from different issuers: YieldMax and Parametric. Their fees differ too: 1.01% for SQY and 0.10% for PEPS.

Portfolio Optimizer

Find the right allocation for SQY and PEPS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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