ULTY vs. VPU
Compare and contrast key facts about YieldMax Ultra Option Income Strategy ETF (ULTY) and Vanguard Utilities ETF (VPU).
ULTY and VPU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ULTY is an actively managed fund by YieldMax. It was launched on Feb 28, 2024. VPU is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Utilities 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ULTY or VPU.
Correlation
The correlation between ULTY and VPU is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
ULTY vs. VPU - Performance Comparison
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Key characteristics
ULTY:
30.81%
VPU:
12.72%
ULTY:
-26.85%
VPU:
-0.80%
ULTY:
-12.00%
VPU:
-0.73%
Returns By Period
ULTY
-6.41%
12.99%
-8.12%
2.31%
N/A
N/A
VPU
N/A
N/A
N/A
N/A
N/A
N/A
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ULTY vs. VPU - Expense Ratio Comparison
ULTY has a 1.14% expense ratio, which is higher than VPU's 0.10% expense ratio.
Risk-Adjusted Performance
ULTY vs. VPU — Risk-Adjusted Performance Rank
ULTY
VPU
ULTY vs. VPU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax Ultra Option Income Strategy ETF (ULTY) and Vanguard Utilities ETF (VPU). 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.
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Dividends
ULTY vs. VPU - Dividend Comparison
ULTY's dividend yield for the trailing twelve months is around 165.51%, more than VPU's 2.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ULTY YieldMax Ultra Option Income Strategy ETF | 165.51% | 111.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VPU Vanguard Utilities ETF | 2.92% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ULTY vs. VPU - Drawdown Comparison
The maximum ULTY drawdown since its inception was -26.85%, which is greater than VPU's maximum drawdown of -0.80%. Use the drawdown chart below to compare losses from any high point for ULTY and VPU. For additional features, visit the drawdowns tool.
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Volatility
ULTY vs. VPU - Volatility Comparison
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