XOMO vs. XOM
XOMO (YieldMax XOM Option Income Strategy ETF) is Derivative Income fund actively managed by YieldMax, while XOM (Exxon Mobil Corporation) is a stock. Over the past year, XOMO returned 16.88% vs 29.04% for XOM. With a 0.95 correlation, they move nearly in lockstep.
Performance
XOMO vs. XOM - Performance Comparison
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Returns By Period
In the year-to-date period, XOMO achieves a 10.22% return, which is significantly lower than XOM's 17.68% return.
XOMO
- 1D
- 0.93%
- 1M
- -6.78%
- YTD
- 10.22%
- 6M
- 11.32%
- 1Y
- 16.88%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XOM
- 1D
- 0.91%
- 1M
- -9.81%
- YTD
- 17.68%
- 6M
- 18.59%
- 1Y
- 29.04%
- 3Y*
- 14.69%
- 5Y*
- 21.08%
- 10Y*
- 9.21%
XOMO vs. XOM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XOMO YieldMax XOM Option Income Strategy ETF | 10.22% | 6.90% | 6.11% | -8.59% |
XOM Exxon Mobil Corporation | 17.68% | 15.98% | 11.26% | -9.01% |
Correlation
The correlation between XOMO and XOM is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2023 | 0.95 |
The correlation between XOMO and XOM has been stable across timeframes, ranging from 0.95 to 0.96 - a consistent structural relationship.
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Return for Risk
XOMO vs. XOM — Risk / Return Rank
XOMO
XOM
XOMO vs. XOM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax XOM Option Income Strategy ETF (XOMO) and Exxon Mobil Corporation (XOM). 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.
| XOMO | XOM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.21 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.01 | 1.53 | -0.52 |
| Martin ratioReturn relative to average drawdown | 2.99 | 4.55 | -1.55 |
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Drawdowns
XOMO vs. XOM - Drawdown Comparison
The maximum XOMO drawdown since its inception was -18.90%, smaller than the maximum XOM drawdown of -62.40%. Use the drawdown chart below to compare losses from any high point for XOMO and XOM.
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Drawdown Indicators
| XOMO | XOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.90% | -62.40% | +43.50% |
Max Drawdown (1Y)Largest decline over 1 year | -16.86% | -19.08% | +2.22% |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.08% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.51% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -61.34% | — |
Current DrawdownCurrent decline from peak | -15.29% | -17.96% | +2.67% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -10.21% | +2.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.66% | 6.42% | -0.76% |
Volatility
XOMO vs. XOM - Volatility Comparison
The current volatility for YieldMax XOM Option Income Strategy ETF (XOMO) is 7.49%, while Exxon Mobil Corporation (XOM) has a volatility of 8.03%. This indicates that XOMO experiences smaller price fluctuations and is considered to be less risky than XOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XOMO | XOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.49% | 8.03% | -0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 17.38% | 20.78% | -3.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.65% | 24.86% | -4.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.13% | 26.70% | -7.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.13% | 28.24% | -9.11% |
Dividends
XOMO vs. XOM - Dividend Comparison
XOMO's dividend yield for the trailing twelve months is around 37.38%, more than XOM's 2.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XOM Exxon Mobil Corporation | 2.92% | 3.32% | 3.57% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% |
XOMO YieldMax XOM Option Income Strategy ETF | 37.38% | 31.64% | 26.94% | 5.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.96, XOMO and XOM move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
XOM has higher volatility (8.03%) compared to XOMO (7.49%). In terms of maximum drawdown, XOMO dropped -18.90% vs XOM's -62.40%.
XOM currently has the higher Sharpe Ratio (1.18 vs 0.83), 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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