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.
Key characteristics
| ULTY | VPU | |
|---|---|---|
| Daily Std Dev | 30.71% | 15.82% |
| Max Drawdown | -20.99% | -46.31% |
| Current Drawdown | 0.00% | -3.11% |
Correlation
The correlation between ULTY and VPU is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ULTY vs. VPU - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
Not enough dataDividends
ULTY vs. VPU - Dividend Comparison
ULTY's dividend yield for the trailing twelve months is around 78.29%, more than VPU's 2.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ULTY YieldMax Ultra Option Income Strategy ETF | 78.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VPU Vanguard Utilities ETF | 2.89% | 3.49% | 2.98% | 2.70% | 3.17% | 2.83% | 3.23% | 3.18% | 3.19% | 3.63% | 3.02% | 3.76% |
Drawdowns
ULTY vs. VPU - Drawdown Comparison
The maximum ULTY drawdown since its inception was -20.99%, smaller than the maximum VPU drawdown of -46.31%. Use the drawdown chart below to compare losses from any high point for ULTY and VPU. For additional features, visit the drawdowns tool.
Volatility
ULTY vs. VPU - Volatility Comparison
YieldMax Ultra Option Income Strategy ETF (ULTY) has a higher volatility of 6.35% compared to Vanguard Utilities ETF (VPU) at 5.41%. This indicates that ULTY's price experiences larger fluctuations and is considered to be riskier than VPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.