ULTY vs. CRF
ULTY (YieldMax Ultra Option Income Strategy ETF) and CRF (Cornerstone Total Return Fund, Inc.) are both funds - ULTY is a Derivative Income fund actively managed by YieldMax, while CRF is a Large Cap Growth Equities fund managed by Cornerstone. Over the past year, ULTY returned 5.14% vs 12.90% for CRF. At a 0.46 correlation, their price movements are largely independent. ULTY charges 1.14%/yr vs 1.84%/yr for CRF.
Performance
ULTY vs. CRF - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ULTY achieves a 8.80% return, which is significantly higher than CRF's -3.31% return.
ULTY
- 1D
- 1.04%
- 1M
- 0.61%
- YTD
- 8.80%
- 6M
- 8.04%
- 1Y
- 5.14%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CRF
- 1D
- -0.28%
- 1M
- -0.42%
- YTD
- -3.31%
- 6M
- -1.76%
- 1Y
- 12.90%
- 3Y*
- 15.78%
- 5Y*
- 9.57%
- 10Y*
- 11.48%
ULTY vs. CRF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ULTY YieldMax Ultra Option Income Strategy ETF | 8.80% | -0.84% | -4.73% |
CRF Cornerstone Total Return Fund, Inc. | -3.31% | 12.46% | 37.31% |
Correlation
The correlation between ULTY and CRF is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Feb 29, 2024 | 0.46 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ULTY vs. CRF — Risk / Return Rank
ULTY
CRF
ULTY vs. CRF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax Ultra Option Income Strategy ETF (ULTY) and Cornerstone Total Return Fund, Inc. (CRF). 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.
| ULTY | CRF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.59 | ||
| Sortino ratioReturn per unit of downside risk | -0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.15 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.15 | 0.78 | -0.63 |
| Martin ratioReturn relative to average drawdown | 0.29 | 2.59 | -2.30 |
Loading charts...
Drawdowns
ULTY vs. CRF - Drawdown Comparison
The maximum ULTY drawdown since its inception was -26.85%, smaller than the maximum CRF drawdown of -80.70%. Use the drawdown chart below to compare losses from any high point for ULTY and CRF.
Loading charts...
Drawdown Indicators
| ULTY | CRF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.85% | -80.70% | +53.85% |
Max Drawdown (1Y)Largest decline over 1 year | -24.16% | -14.88% | -9.28% |
Max Drawdown (3Y)Largest decline over 3 years | — | -29.66% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -43.12% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.90% | — |
Current DrawdownCurrent decline from peak | -10.79% | -5.09% | -5.70% |
Average DrawdownAverage peak-to-trough decline | -9.90% | -22.31% | +12.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.47% | 4.48% | +7.99% |
Volatility
ULTY vs. CRF - Volatility Comparison
YieldMax Ultra Option Income Strategy ETF (ULTY) has a higher volatility of 8.04% compared to Cornerstone Total Return Fund, Inc. (CRF) at 4.16%. This indicates that ULTY's price experiences larger fluctuations and is considered to be riskier than CRF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ULTY | CRF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 4.16% | +3.88% |
Volatility (6M)Calculated over the trailing 6-month period | 16.40% | 13.41% | +2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.55% | 15.41% | +6.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.32% | 25.07% | +2.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.32% | 25.86% | +1.46% |
ULTY vs. CRF - Expense Ratio Comparison
ULTY has a 1.14% expense ratio, which is lower than CRF's 1.84% expense ratio.
Dividends
ULTY vs. CRF - Dividend Comparison
ULTY's dividend yield for the trailing twelve months is around 113.38%, more than CRF's 19.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRF Cornerstone Total Return Fund, Inc. | 19.63% | 17.38% | 14.32% | 19.94% | 29.31% | 13.41% | 18.91% | 21.67% | 24.85% | 17.96% | 24.08% | 23.58% |
ULTY YieldMax Ultra Option Income Strategy ETF | 113.38% | 142.99% | 111.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ULTY and CRF have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ULTY has higher volatility (8.04%) compared to CRF (4.16%). In terms of maximum drawdown, ULTY dropped -26.85% vs CRF's -80.70%.
CRF currently has the higher Sharpe Ratio (0.75 vs 0.17), 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.
Find the right allocation for ULTY and CRF
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer