XYZ vs. XYZY

Last updated Apr 1, 2026

Compare and contrast key facts about Block, Inc (XYZ) and YieldMax XYZ Option Income Strategy ETF (XYZY).

XYZY is an actively managed fund by YieldMax. It was launched on Oct 10, 2023.

Performance

XYZ vs. XYZY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Block, Inc (XYZ) and YieldMax XYZ Option Income Strategy ETF (XYZY). The values are adjusted to include any dividend payments, if applicable.

XYZ vs. XYZY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
XYZ Block, Inc	-7.54%	-23.41%	9.88%	65.67%
XYZY YieldMax XYZ Option Income Strategy ETF	-11.39%	-29.43%	21.72%	44.45%

Returns By Period

In the year-to-date period, XYZ achieves a -7.54% return, which is significantly higher than XYZY's -11.39% return.

XYZ

• 1D: 5.52%
• 1M: -5.53%
• YTD: -7.54%
• 6M: -16.73%
• 1Y: 10.77%
• 3Y*: -4.29%
• 5Y*: -23.49%
• 10Y*: 15.52%

XYZY

• 1D: 3.97%
• 1M: -4.70%
• YTD: -11.39%
• 6M: -19.31%
• 1Y: -3.80%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

XYZ vs. XYZY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XYZ

XYZ Risk / Return Rank: 48
XYZ Sharpe Ratio Rank: 49
XYZ Sortino Ratio Rank: 47
XYZ Omega Ratio Rank: 48
XYZ Calmar Ratio Rank: 48
XYZ Martin Ratio Rank: 49

XYZY

XYZY Risk / Return Rank: 11
XYZY Sharpe Ratio Rank: 10
XYZY Sortino Ratio Rank: 13
XYZY Omega Ratio Rank: 13
XYZY Calmar Ratio Rank: 10
XYZY Martin Ratio Rank: 9

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XYZ vs. XYZY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Block, Inc (XYZ) and YieldMax XYZ Option Income Strategy ETF (XYZY). 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.

	XYZ	XYZY	Difference
Sharpe ratio Return per unit of total volatility	0.20	-0.08	+0.28
Sortino ratio Return per unit of downside risk	0.65	0.19	+0.46
Omega ratio Gain probability vs. loss probability	1.09	1.03	+0.06
Calmar ratio Return relative to maximum drawdown	0.22	-0.15	+0.37
Martin ratio Return relative to average drawdown	0.54	-0.35	+0.90
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XYZ vs. XYZY - Sharpe Ratio Comparison

The current XYZ Sharpe Ratio is 0.20, which is higher than the XYZY Sharpe Ratio of -0.08. The chart below compares the historical Sharpe Ratios of XYZ and XYZY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	XYZ	XYZY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.20	-0.08	+0.28
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.39	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.27	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.28	0.09	+0.19

Correlation

The correlation between XYZ and XYZY is 0.97, 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.

Dividends

XYZ vs. XYZY - Dividend Comparison

XYZ has not paid dividends to shareholders, while XYZY's dividend yield for the trailing twelve months is around 109.04%.

	TTM	2025	2024	2023
XYZ Block, Inc	0.00%	0.00%	0.00%	0.00%
XYZY YieldMax XYZ Option Income Strategy ETF	109.04%	95.35%	62.54%	9.85%

Drawdowns

XYZ vs. XYZY - Drawdown Comparison

The maximum XYZ drawdown since its inception was -86.08%, which is greater than XYZY's maximum drawdown of -52.30%. Use the drawdown chart below to compare losses from any high point for XYZ and XYZY.

Drawdown Indicators

	XYZ	XYZY	Difference
Max Drawdown Largest peak-to-trough decline	-86.08%	-52.30%	-33.78%
Max Drawdown (1Y) Largest decline over 1 year	-39.48%	-37.72%	-1.76%
Max Drawdown (5Y) Largest decline over 5 years	-86.08%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-86.08%	—	—
Current Drawdown Current decline from peak	-78.65%	-44.36%	-34.29%
Average Drawdown Average peak-to-trough decline	-40.39%	-20.73%	-19.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	16.14%	15.80%	+0.34%

Volatility

XYZ vs. XYZY - Volatility Comparison

Block, Inc (XYZ) has a higher volatility of 14.06% compared to YieldMax XYZ Option Income Strategy ETF (XYZY) at 11.80%. This indicates that XYZ's price experiences larger fluctuations and is considered to be riskier than XYZY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	XYZ	XYZY	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.06%	11.80%	+2.26%
Volatility (6M) Calculated over the trailing 6-month period	37.46%	32.56%	+4.90%
Volatility (1Y) Calculated over the trailing 1-year period	54.23%	45.37%	+8.86%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	60.19%	42.80%	+17.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	57.15%	42.80%	+14.35%