WRTH vs. UPAR
WRTH (Worth Charting Options Income ETF) and UPAR (UPAR Ultra Risk Parity ETF) are both exchange-traded funds - WRTH is a Derivative Income fund actively managed by Tidal, while UPAR is a Diversified Portfolio fund tracking the NONE. WRTH is actively managed, while UPAR is passively managed. Their -0.08 correlation means they have often moved in opposite directions in the past. WRTH charges 1.02%/yr vs 0.65%/yr for UPAR.
Performance
WRTH vs. UPAR - Performance Comparison
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Returns By Period
WRTH
- 1D
- -0.51%
- 1M
- 1.48%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
UPAR
- 1D
- 2.25%
- 1M
- -0.66%
- 6M
- -0.86%
- YTD
- 5.68%
- 1Y
- 17.40%
- 3Y*
- 9.62%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -1.49%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $449.30K | $223.82K | $272.99K | |
| $1.43M | $1.25M | $1.45M |
WRTH vs. UPAR - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WRTH Worth Charting Options Income ETF | 3.57% |
UPAR UPAR Ultra Risk Parity ETF | -2.46% |
Correlation
The correlation between WRTH and UPAR is -0.08, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Apr 28, 2026 | -0.08 |
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Return for Risk
WRTH vs. UPAR — Risk / Return Rank
WRTH
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
UPAR
WRTH vs. UPAR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Worth Charting Options Income ETF (WRTH) and UPAR Ultra Risk Parity ETF (UPAR). 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.
| WRTH | UPAR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.22 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.57 | — |
| Martin ratioReturn relative to average drawdown | — | 3.81 | — |
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Drawdowns
WRTH vs. UPAR - Drawdown Comparison
The maximum WRTH drawdown since its inception was -6.20%, smaller than the maximum UPAR drawdown of -39.54%. Use the drawdown chart below to compare losses from any high point for WRTH and UPAR.
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Drawdown Indicators
| WRTH | UPAR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.20% | -39.54% | +33.34% |
Max Drawdown (1Y)Largest decline over 1 year | — | -11.13% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.04% | — |
Current DrawdownCurrent decline from peak | -4.76% | -7.75% | +2.99% |
Average DrawdownAverage peak-to-trough decline | -1.93% | -21.89% | +19.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.58% | — |
Volatility
WRTH vs. UPAR - Volatility Comparison
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Volatility by Period
| WRTH | UPAR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.19% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 12.13% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.81% | 14.47% | +2.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.81% | 17.98% | -1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 17.98% | -1.17% |
WRTH vs. UPAR - Expense Ratio Comparison
WRTH has a 1.02% expense ratio, which is higher than UPAR's 0.65% expense ratio.
Dividends
WRTH vs. UPAR - Dividend Comparison
WRTH's dividend yield for the trailing twelve months is around 1.61%, less than UPAR's 3.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
UPAR UPAR Ultra Risk Parity ETF | 3.34% | 3.28% | 3.32% | 3.04% | 4.73% |
WRTH Worth Charting Options Income ETF | 1.61% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WRTH and UPAR have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UPAR is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UPAR is cheaper with a 0.65% expense ratio, compared with 1.02% for WRTH.
UPAR has the higher dividend yield at 3.34%, compared with 1.61% for WRTH.
WRTH is categorized as Derivative Income, while UPAR is Diversified Portfolio. Their fees differ too: 1.02% for WRTH and 0.65% for UPAR.
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