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ULTY vs. YMAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between ULTY and YMAX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.8

Performance

ULTY vs. YMAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax Ultra Option Income Strategy ETF (ULTY) and YieldMax Universe Fund of Option Income ETFs (YMAX). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
2.45%
15.90%
ULTY
YMAX

Key characteristics

Daily Std Dev

ULTY:

29.06%

YMAX:

18.40%

Max Drawdown

ULTY:

-20.99%

YMAX:

-12.78%

Current Drawdown

ULTY:

-3.88%

YMAX:

-4.62%

Returns By Period


ULTY

YTD

N/A

1M

-1.08%

6M

8.03%

1Y

N/A

5Y*

N/A

10Y*

N/A

YMAX

YTD

N/A

1M

1.07%

6M

12.09%

1Y

N/A

5Y*

N/A

10Y*

N/A

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


ULTY vs. YMAX - Expense Ratio Comparison

ULTY has a 1.14% expense ratio, which is lower than YMAX's 1.28% expense ratio.


YMAX
YieldMax Universe Fund of Option Income ETFs
Expense ratio chart for YMAX: current value at 1.28% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.28%
Expense ratio chart for ULTY: current value at 1.14% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.14%

Risk-Adjusted Performance

ULTY vs. YMAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax Ultra Option Income Strategy ETF (ULTY) and YieldMax Universe Fund of Option Income ETFs (YMAX). 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.


Sharpe ratio
No data
ULTY
YMAX


Chart placeholderNot enough data

Dividends

ULTY vs. YMAX - Dividend Comparison

ULTY's dividend yield for the trailing twelve months is around 109.62%, more than YMAX's 41.34% yield.


TTM
ULTY
YieldMax Ultra Option Income Strategy ETF
109.62%
YMAX
YieldMax Universe Fund of Option Income ETFs
41.34%

Drawdowns

ULTY vs. YMAX - Drawdown Comparison

The maximum ULTY drawdown since its inception was -20.99%, which is greater than YMAX's maximum drawdown of -12.78%. Use the drawdown chart below to compare losses from any high point for ULTY and YMAX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.88%
-4.62%
ULTY
YMAX

Volatility

ULTY vs. YMAX - Volatility Comparison

The current volatility for YieldMax Ultra Option Income Strategy ETF (ULTY) is 4.37%, while YieldMax Universe Fund of Option Income ETFs (YMAX) has a volatility of 5.98%. This indicates that ULTY experiences smaller price fluctuations and is considered to be less risky than YMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
4.37%
5.98%
ULTY
YMAX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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