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TLTW vs. YYY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TLTW vs. YYY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) and Amplify CEF High Income ETF (YYY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TLTW achieves a 1.90% return, which is significantly lower than YYY's 4.19% return.


TLTW

1D
-0.14%
1M
1.72%
YTD
1.90%
6M
2.26%
1Y
9.02%
3Y*
1.13%
5Y*
10Y*

YYY

1D
0.62%
1M
-0.53%
YTD
4.19%
6M
5.00%
1Y
10.50%
3Y*
12.43%
5Y*
2.81%
10Y*
5.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TLTW vs. YYY - Yearly Performance Comparison


2026 (YTD)2025202420232022
TLTW
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
1.90%11.36%-2.18%0.73%-11.14%
YYY
Amplify CEF High Income ETF
4.19%13.08%11.86%12.98%-7.92%

Correlation

The correlation between TLTW and YYY is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.31

Correlation (3Y)
Calculated over the trailing 3-year period

0.35

Correlation (All Time)
Calculated using the full available price history since Aug 22, 2022

0.34

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Return for Risk

TLTW vs. YYY — Risk / Return Rank

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

TLTW
TLTW Risk / Return Rank: 3535
Overall Rank
TLTW Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
TLTW Sortino Ratio Rank: 3737
Sortino Ratio Rank
TLTW Omega Ratio Rank: 3535
Omega Ratio Rank
TLTW Calmar Ratio Rank: 3535
Calmar Ratio Rank
TLTW Martin Ratio Rank: 3333
Martin Ratio Rank

YYY
YYY Risk / Return Rank: 3737
Overall Rank
YYY Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
YYY Sortino Ratio Rank: 3737
Sortino Ratio Rank
YYY Omega Ratio Rank: 3939
Omega Ratio Rank
YYY Calmar Ratio Rank: 3030
Calmar Ratio Rank
YYY Martin Ratio Rank: 4040
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.

TLTW vs. YYY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) and Amplify CEF High Income ETF (YYY). 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.


TLTWYYYDifference
Sharpe ratioReturn per unit of total volatility

-0.03

Sortino ratioReturn per unit of downside risk

-0.03

Omega ratioGain probability vs. loss probability

1.21

1.23

-0.02

Calmar ratioReturn relative to maximum drawdown

1.52

1.31

+0.21

Martin ratioReturn relative to average drawdown

4.41

5.65

-1.24

TLTW vs. YYY - Sharpe Ratio Comparison

The current TLTW Sharpe Ratio is 1.18, which is comparable to the YYY Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of TLTW and YYY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

TLTW vs. YYY - Drawdown Comparison

The maximum TLTW drawdown since its inception was -18.61%, smaller than the maximum YYY drawdown of -42.52%. Use the drawdown chart below to compare losses from any high point for TLTW and YYY.


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Drawdown Indicators


TLTWYYYDifference

Max Drawdown

Largest peak-to-trough decline

-18.61%

-42.52%

+23.91%

Max Drawdown (1Y)

Largest decline over 1 year

-5.97%

-8.07%

+2.10%

Max Drawdown (3Y)

Largest decline over 3 years

-17.19%

-13.47%

-3.72%

Max Drawdown (5Y)

Largest decline over 5 years

-27.92%

Max Drawdown (10Y)

Largest decline over 10 years

-42.52%

Current Drawdown

Current decline from peak

-2.54%

-1.56%

-0.98%

Average Drawdown

Average peak-to-trough decline

-8.20%

-6.83%

-1.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.05%

1.87%

+0.18%

Volatility

TLTW vs. YYY - Volatility Comparison

The current volatility for iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) is 2.31%, while Amplify CEF High Income ETF (YYY) has a volatility of 2.92%. This indicates that TLTW experiences smaller price fluctuations and is considered to be less risky than YYY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TLTWYYYDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.31%

2.92%

-0.61%

Volatility (6M)

Calculated over the trailing 6-month period

5.85%

7.26%

-1.41%

Volatility (1Y)

Calculated over the trailing 1-year period

7.68%

8.71%

-1.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.36%

11.38%

-0.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.36%

13.90%

-2.54%

TLTW vs. YYY - Expense Ratio Comparison

TLTW has a 0.35% expense ratio, which is lower than YYY's 3.23% expense ratio.


Dividends

TLTW vs. YYY - Dividend Comparison

TLTW's dividend yield for the trailing twelve months is around 11.68%, less than YYY's 12.65% yield.


PositionTTM20252024202320222021202020192018201720162015
TLTW
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
11.68%14.82%14.47%19.59%8.71%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
YYY
Amplify CEF High Income ETF
12.65%12.51%12.50%12.39%12.36%9.08%9.79%9.10%9.73%8.16%10.34%10.77%

Frequently Asked Questions


TLTW and YYY have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

YYY has higher volatility (2.92%) compared to TLTW (2.31%). In terms of maximum drawdown, TLTW dropped -18.61% vs YYY's -42.52%.

On 3-year performance, YYY leads with 12.43% vs 1.13% for TLTW. On fees, TLTW is cheaper at 0.35% per year. On volatility, TLTW has been the lower-risk option at 2.31%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, YYY has performed better with a 12.43% return vs 1.13%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TLTW is cheaper with a 0.35% expense ratio, compared with 3.23% for YYY.

YYY has the higher dividend yield at 12.65%, compared with 11.68% for TLTW.

TLTW is categorized as Derivative Income, while YYY is Diversified Portfolio. TLTW tracks CBOE TLT 2% OTM Buywrite Index (USD), while YYY tracks Nasdaq CEF High Income™ Index. They also come from different issuers: iShares and Amplify. Their fees differ too: 0.35% for TLTW and 3.23% for YYY.

YYY currently has the higher Sharpe Ratio (1.21 vs 1.18), 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.

Portfolio Optimizer

Find the right allocation for TLTW and YYY

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