XYZ vs. XYZY
XYZ (Block, Inc) is a stock, while XYZY (YieldMax XYZ Option Income Strategy ETF) is Derivative Income fund actively managed by YieldMax. Over the past year, XYZ returned 13.75% vs 0.46% for XYZY. With a 0.97 correlation, they move nearly in lockstep.
Performance
XYZ vs. XYZY - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XYZ achieves a 11.18% return, which is significantly higher than XYZY's 1.01% return.
XYZ
- 1D
- -0.96%
- 1M
- 6.30%
- YTD
- 11.18%
- 6M
- 11.44%
- 1Y
- 13.75%
- 3Y*
- 4.81%
- 5Y*
- -21.59%
- 10Y*
- 23.50%
XYZY
- 1D
- -0.39%
- 1M
- 2.53%
- YTD
- 1.01%
- 6M
- 1.68%
- 1Y
- 0.46%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XYZ vs. XYZY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XYZ Block, Inc | 11.18% | -23.41% | 9.88% | 68.15% |
XYZY YieldMax XYZ Option Income Strategy ETF | 1.01% | -29.43% | 21.72% | 44.46% |
Correlation
The correlation between XYZ and XYZY is 0.97 - 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 | 0.97 |
Correlation (All Time) Calculated using the full available price history since Oct 11, 2023 | 0.97 |
The correlation between XYZ and XYZY has been stable across timeframes, ranging from 0.97 to 0.97 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XYZ vs. XYZY — Risk / Return Rank
XYZ
XYZY
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.
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.
| XYZ | XYZY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.04 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.35 | 0.01 | +0.34 |
| Martin ratioReturn relative to average drawdown | 0.80 | 0.03 | +0.77 |
Loading charts...
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.
Loading charts...
Drawdown Indicators
| XYZ | XYZY | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 (3Y)Largest decline over 3 years | -52.96% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -86.08% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -86.08% | — | — |
Current DrawdownCurrent decline from peak | -74.32% | -36.57% | -37.75% |
Average DrawdownAverage peak-to-trough decline | -41.12% | -22.09% | -19.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.20% | 17.67% | -0.47% |
Volatility
XYZ vs. XYZY - Volatility Comparison
Block, Inc (XYZ) has a higher volatility of 14.11% compared to YieldMax XYZ Option Income Strategy ETF (XYZY) at 10.85%. 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.
Loading charts...
Volatility by Period
| XYZ | XYZY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.11% | 10.85% | +3.26% |
Volatility (6M)Calculated over the trailing 6-month period | 36.29% | 30.83% | +5.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.13% | 39.33% | +7.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 60.05% | 42.04% | +18.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 56.72% | 42.04% | +14.68% |
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 96.97%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
XYZ Block, Inc | 0.00% | 0.00% | 0.00% | 0.00% |
XYZY YieldMax XYZ Option Income Strategy ETF | 96.97% | 95.35% | 62.54% | 9.85% |
Frequently Asked Questions
With a correlation of 0.97, XYZ and XYZY 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.
XYZ has higher volatility (14.11%) compared to XYZY (10.85%). In terms of maximum drawdown, XYZ dropped -86.08% vs XYZY's -52.30%.
XYZ currently has the higher Sharpe Ratio (0.29 vs 0.01), 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.
Find the right allocation for XYZ and XYZY
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer