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XYZY vs. CNQE.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XYZY vs. CNQE.TO - Performance Comparison

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

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Different Trading Currencies

XYZY is traded in USD, while CNQE.TO is traded in CAD. To make them comparable, the CNQE.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, XYZY achieves a -0.17% return, which is significantly lower than CNQE.TO's 37.10% return.


XYZY

1D
0.85%
1M
-3.23%
YTD
-0.17%
6M
5.11%
1Y
-0.99%
3Y*
5Y*
10Y*

CNQE.TO

1D
-0.42%
1M
-0.39%
YTD
37.10%
6M
35.54%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XYZY vs. CNQE.TO - Yearly Performance Comparison


Correlation

The correlation between XYZY and CNQE.TO is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 22, 2025

-0.12

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Return for Risk

XYZY vs. CNQE.TO — Risk / Return Rank

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

XYZY
XYZY Risk / Return Rank: 99
Overall Rank
XYZY Sharpe Ratio Rank: 99
Sharpe Ratio Rank
XYZY Sortino Ratio Rank: 1010
Sortino Ratio Rank
XYZY Omega Ratio Rank: 1010
Omega Ratio Rank
XYZY Calmar Ratio Rank: 99
Calmar Ratio Rank
XYZY Martin Ratio Rank: 99
Martin Ratio Rank

CNQE.TO
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.

XYZY vs. CNQE.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax XYZ Option Income Strategy ETF (XYZY) and Harvest CNQ Enhanced High Income Shares ETF (CNQE.TO). 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.


XYZYCNQE.TODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.03

Calmar ratioReturn relative to maximum drawdown

-0.03

Martin ratioReturn relative to average drawdown

-0.06

XYZY vs. CNQE.TO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


XYZYCNQE.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

2.45

-2.25

Drawdowns

XYZY vs. CNQE.TO - Drawdown Comparison

The maximum XYZY drawdown since its inception was -52.30%, which is greater than CNQE.TO's maximum drawdown of -17.10%. Use the drawdown chart below to compare losses from any high point for XYZY and CNQE.TO.


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Drawdown Indicators


XYZYCNQE.TODifference

Max Drawdown

Largest peak-to-trough decline

-52.30%

-17.10%

-35.20%

Max Drawdown (1Y)

Largest decline over 1 year

-37.72%

Current Drawdown

Current decline from peak

-37.31%

-6.58%

-30.73%

Average Drawdown

Average peak-to-trough decline

-21.85%

-3.95%

-17.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.21%

Volatility

XYZY vs. CNQE.TO - Volatility Comparison


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Volatility by Period


XYZYCNQE.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

10.87%

Volatility (6M)

Calculated over the trailing 6-month period

30.21%

Volatility (1Y)

Calculated over the trailing 1-year period

38.80%

33.10%

+5.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

42.17%

33.10%

+9.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.17%

33.10%

+9.07%

XYZY vs. CNQE.TO - Expense Ratio Comparison

XYZY has a 0.99% expense ratio, which is higher than CNQE.TO's 0.40% expense ratio.


Dividends

XYZY vs. CNQE.TO - Dividend Comparison

XYZY's dividend yield for the trailing twelve months is around 111.68%, more than CNQE.TO's 9.43% yield.


PositionTTM202520242023
CNQE.TO
Harvest CNQ Enhanced High Income Shares ETF
9.43%4.42%0.00%0.00%
XYZY
YieldMax XYZ Option Income Strategy ETF
111.68%95.35%62.54%9.85%

Frequently Asked Questions


XYZY and CNQE.TO have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CNQE.TO is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CNQE.TO is cheaper with a 0.40% expense ratio, compared with 0.99% for XYZY.

They also come from different issuers: YieldMax and Harvest. Their fees differ too: 0.99% for XYZY and 0.40% for CNQE.TO.

Portfolio Optimizer

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