XOVR vs. XOMO
XOVR (ERShares Private-Public Crossover ETF) and XOMO (YieldMax XOM Option Income Strategy ETF) are both exchange-traded funds - XOVR is a Large Cap Growth Equities fund actively managed by ERShares, while XOMO is a Derivative Income fund actively managed by YieldMax. Both are actively managed. Over the past year, XOVR returned -4.17% vs 29.93% for XOMO. Their -0.06 correlation means they have often moved in opposite directions in the past. XOVR charges 0.75%/yr vs 1.01%/yr for XOMO.
Performance
XOVR vs. XOMO - Performance Comparison
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Returns By Period
In the year-to-date period, XOVR achieves a -7.65% return, which is significantly lower than XOMO's 20.26% return.
XOVR
- 1D
- -0.64%
- 1M
- -11.43%
- 6M
- 0.00%
- YTD
- -7.65%
- 1Y
- -4.17%
- 3Y*
- 13.50%
- 5Y*
- 3.14%
- 10Y*
- —
- ALL TIME*
- 9.35%
XOMO
- 1D
- -1.31%
- 1M
- 10.95%
- 6M
- 6.18%
- YTD
- 20.26%
- 1Y
- 29.93%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $613.93K | $674.71K | $709.58K | |
| $31.56M | $37.54M | $108.44M |
XOVR vs. XOMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XOVR ERShares Private-Public Crossover ETF | -7.65% | 11.83% | 33.21% | 12.20% |
XOMO YieldMax XOM Option Income Strategy ETF | 20.26% | 6.90% | 6.11% | -8.59% |
Correlation
The correlation between XOVR and XOMO is -0.28, 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. | -0.28 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2023 | -0.06 |
Over the past year, the inverse relationship between XOVR and XOMO has strengthened: their correlation has moved from -0.06 to -0.28, meaning they now move in opposite directions more often than their long-term average.
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Return for Risk
XOVR vs. XOMO — Risk / Return Rank
XOVR
XOMO
XOVR vs. XOMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ERShares Private-Public Crossover ETF (XOVR) and YieldMax XOM Option Income Strategy ETF (XOMO). 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.
| XOVR | XOMO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.60 | ||
| Sortino ratioReturn per unit of downside risk | -2.04 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.25 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.22 | 1.64 | -1.87 |
| Martin ratioReturn relative to average drawdown | -0.47 | 4.12 | -4.59 |
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Drawdowns
XOVR vs. XOMO - Drawdown Comparison
The maximum XOVR drawdown since its inception was -56.28%, which is greater than XOMO's maximum drawdown of -18.90%. Use the drawdown chart below to compare losses from any high point for XOVR and XOMO.
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Drawdown Indicators
| XOVR | XOMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.28% | -18.90% | -37.38% |
Max Drawdown (1Y)Largest decline over 1 year | -24.32% | -17.25% | -7.07% |
Max Drawdown (3Y)Largest decline over 3 years | -25.23% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -49.35% | — | — |
Current DrawdownCurrent decline from peak | -14.33% | -7.57% | -6.76% |
Average DrawdownAverage peak-to-trough decline | -18.22% | -7.50% | -10.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.50% | 6.90% | +4.60% |
Volatility
XOVR vs. XOMO - Volatility Comparison
ERShares Private-Public Crossover ETF (XOVR) has a higher volatility of 6.75% compared to YieldMax XOM Option Income Strategy ETF (XOMO) at 6.19%. This indicates that XOVR's price experiences larger fluctuations and is considered to be riskier than XOMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XOVR | XOMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.75% | 6.19% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 18.94% | 17.25% | +1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.40% | 20.68% | +2.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.63% | 19.20% | +7.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.01% | 19.20% | +7.81% |
XOVR vs. XOMO - Expense Ratio Comparison
XOVR has a 0.75% expense ratio, which is lower than XOMO's 1.01% expense ratio.
Dividends
XOVR vs. XOMO - Dividend Comparison
XOVR has not paid dividends to shareholders, while XOMO's dividend yield for the trailing twelve months is around 37.04%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
XOMO YieldMax XOM Option Income Strategy ETF | 37.04% | 31.64% | 26.94% | 5.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XOVR ERShares Private-Public Crossover ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 57.75% | 6.31% | 0.08% | 3.71% | 0.08% |
Frequently Asked Questions
XOVR and XOMO have a correlation of -0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XOVR has higher volatility (6.75%) compared to XOMO (6.19%). In terms of maximum drawdown, XOVR dropped -56.28% vs XOMO's -18.90%.
On 1-year performance, XOMO leads with 29.93% vs -4.17% for XOVR. On fees, XOVR is cheaper at 0.75% per year. On volatility, XOMO has been the lower-risk option at 6.19%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, XOMO has performed better with a 29.93% return vs -4.17%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
XOVR is cheaper with a 0.75% expense ratio, compared with 1.01% for XOMO.
XOMO has the higher dividend yield at 37.04%, compared with 0.00% for XOVR.
XOVR is categorized as Large Cap Growth Equities, while XOMO is Derivative Income. They also come from different issuers: ERShares and YieldMax. Their fees differ too: 0.75% for XOVR and 1.01% for XOMO.
XOMO currently has the higher Sharpe Ratio (1.37 vs -0.23), 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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