VIG vs. WNTR
VIG (Vanguard Dividend Appreciation ETF) and WNTR (YieldMax MSTR Short Option Income Strategy ETF) are both exchange-traded funds - VIG is a Dividend fund tracking the S&P U.S. Dividend Growers Index, while WNTR is a Derivative Income fund actively managed by YieldMax. VIG is passively managed, while WNTR is actively managed. Over the past year, VIG returned 19.59% vs 106.92% for WNTR. Their -0.33 correlation means they have often moved in opposite directions in the past. VIG charges 0.04%/yr vs 1.00%/yr for WNTR.
Performance
VIG vs. WNTR - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with VIG having a 10.16% return and WNTR slightly higher at 10.51%.
VIG
- 1D
- 0.41%
- 1M
- 0.64%
- 6M
- 7.02%
- YTD
- 10.16%
- 1Y
- 19.59%
- 3Y*
- 15.82%
- 5Y*
- 10.56%
- 10Y*
- 12.98%
- ALL TIME*
- 10.24%
WNTR
- 1D
- -0.22%
- 1M
- 7.89%
- 6M
- 8.31%
- YTD
- 10.51%
- 1Y
- 106.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 47.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $232.65M | $242.03M | $260.72M | |
| $3.92M | $3.66M | $3.95M |
VIG vs. WNTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
VIG Vanguard Dividend Appreciation ETF | 10.16% | 14.31% |
WNTR YieldMax MSTR Short Option Income Strategy ETF | 10.51% | 52.78% |
Correlation
The correlation between VIG and WNTR is -0.30, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.30 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2025 | -0.33 |
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Return for Risk
VIG vs. WNTR — Risk / Return Rank
VIG
WNTR
VIG vs. WNTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Appreciation ETF (VIG) and YieldMax MSTR Short Option Income Strategy ETF (WNTR). 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.
| VIG | WNTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.54 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.30 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.49 | 2.52 | -0.03 |
| Martin ratioReturn relative to average drawdown | 10.11 | 6.38 | +3.74 |
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Drawdowns
VIG vs. WNTR - Drawdown Comparison
The maximum VIG drawdown since its inception was -46.81%, which is greater than WNTR's maximum drawdown of -42.65%. Use the drawdown chart below to compare losses from any high point for VIG and WNTR.
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Drawdown Indicators
| VIG | WNTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.81% | -42.65% | -4.16% |
Max Drawdown (1Y)Largest decline over 1 year | -7.91% | -42.65% | +34.74% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -20.39% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -31.72% | — | — |
Current DrawdownCurrent decline from peak | -0.66% | -9.84% | +9.18% |
Average DrawdownAverage peak-to-trough decline | -5.47% | -20.15% | +14.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 16.83% | -14.89% |
Volatility
VIG vs. WNTR - Volatility Comparison
The current volatility for Vanguard Dividend Appreciation ETF (VIG) is 2.57%, while YieldMax MSTR Short Option Income Strategy ETF (WNTR) has a volatility of 13.00%. This indicates that VIG experiences smaller price fluctuations and is considered to be less risky than WNTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIG | WNTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.57% | 13.00% | -10.43% |
Volatility (6M)Calculated over the trailing 6-month period | 7.62% | 47.22% | -39.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.08% | 54.66% | -44.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.20% | 53.34% | -39.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.02% | 53.34% | -37.32% |
VIG vs. WNTR - Expense Ratio Comparison
VIG has a 0.04% expense ratio, which is lower than WNTR's 1.00% expense ratio.
Dividends
VIG vs. WNTR - Dividend Comparison
VIG's dividend yield for the trailing twelve months is around 1.49%, less than WNTR's 107.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIG Vanguard Dividend Appreciation ETF | 1.49% | 1.62% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% |
WNTR YieldMax MSTR Short Option Income Strategy ETF | 107.26% | 58.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VIG and WNTR have a correlation of -0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WNTR has higher volatility (13.00%) compared to VIG (2.57%). In terms of maximum drawdown, VIG dropped -46.81% vs WNTR's -42.65%.
On 1-year performance, WNTR leads with 106.92% vs 19.59% for VIG. On fees, VIG is cheaper at 0.04% per year. On volatility, VIG has been the lower-risk option at 2.57%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, WNTR has performed better with a 106.92% return vs 19.59%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VIG is cheaper with a 0.04% expense ratio, compared with 1.00% for WNTR.
WNTR has the higher dividend yield at 107.26%, compared with 1.49% for VIG.
VIG is categorized as Dividend, while WNTR is Derivative Income. They also come from different issuers: Vanguard and YieldMax. Their fees differ too: 0.04% for VIG and 1.00% for WNTR.
WNTR currently has the higher Sharpe Ratio (1.97 vs 1.96), 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.
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