XYZY vs. HOII

Last updated Jun 24, 2026

XYZY (YieldMax XYZ Option Income Strategy ETF) and HOII (REX HOOD Growth & Income ETF) are both Derivative Income funds. Both are actively managed. A 0.54 correlation means they provide meaningful diversification when combined. Both charge a 0.99% expense ratio.

Performance

XYZY vs. HOII - Performance Comparison

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

Returns By Period

In the year-to-date period, XYZY achieves a 1.01% return, which is significantly lower than HOII's 19,132.59% return.

XYZY

• 1D: -0.39%
• 1M: 2.53%
• YTD: 1.01%
• 6M: 1.68%
• 1Y: 0.46%
• 3Y*: —
• 5Y*: —
• 10Y*: —

HOII

• 1D: 0.00%
• 1M: 30,031.23%
• YTD: 19,132.59%
• 6M: 17,912.14%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

XYZY vs. HOII - Yearly Performance Comparison

	2026 (YTD)	2025
XYZY YieldMax XYZ Option Income Strategy ETF	1.01%	-11.05%
HOII REX HOOD Growth & Income ETF	19,132.59%	-23.54%

Correlation

The correlation between XYZY and HOII is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 4, 2025	0.54

Return for Risk

XYZY vs. HOII — Risk / Return Rank

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

XYZY

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

HOII

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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. HOII - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax XYZ Option Income Strategy ETF (XYZY) and REX HOOD Growth & Income ETF (HOII). 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.

	XYZY	HOII	Difference
Sharpe ratio: Return per unit of total volatility	0.01	—	—
Sortino ratio: Return per unit of downside risk	0.29	—	—
Omega ratio: Gain probability vs. loss probability	1.04	—	—
Calmar ratio: Return relative to maximum drawdown	0.01	—	—
Martin ratio: Return relative to average drawdown	0.03	—	—

Drawdowns

XYZY vs. HOII - Drawdown Comparison

The maximum XYZY drawdown since its inception was -52.30%, smaller than the maximum HOII drawdown of -55.38%. Use the drawdown chart below to compare losses from any high point for XYZY and HOII.

Drawdown Indicators

	XYZY	HOII	Difference
Max Drawdown Largest peak-to-trough decline	-52.30%	-55.38%	+3.08%
Max Drawdown (1Y) Largest decline over 1 year	-37.72%	—	—
Current Drawdown Current decline from peak	-36.57%	0.00%	-36.57%
Average Drawdown Average peak-to-trough decline	-22.09%	-36.68%	+14.59%
Ulcer Index Depth and duration of drawdowns from previous peaks	17.67%	—	—

Volatility

Volatility by Period

	XYZY	HOII	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.85%	—	—
Volatility (6M) Calculated over the trailing 6-month period	30.83%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	39.33%	34,045.59%	-34,006.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	42.04%	34,045.59%	-34,003.55%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	42.04%	34,045.59%	-34,003.55%

XYZY vs. HOII - Expense Ratio Comparison

Both XYZY and HOII have an expense ratio of 0.99%.

Dividends

XYZY vs. HOII - Dividend Comparison

XYZY's dividend yield for the trailing twelve months is around 96.97%, less than HOII's 120.87% yield.

Position	TTM	2025	2024	2023
HOII REX HOOD Growth & Income ETF	120.87%	4.41%	0.00%	0.00%
XYZY YieldMax XYZ Option Income Strategy ETF	96.97%	95.35%	62.54%	9.85%

Frequently Asked Questions

Can I hold both XYZY and HOII in my portfolio?

XYZY and HOII have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, XYZY or HOII?

Both ETFs have the same 0.99% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, XYZY or HOII?

XYZY and HOII have the same expense ratio: 0.99% per year.

Which ETF pays a higher dividend yield, XYZY or HOII?

HOII has the higher dividend yield at 120.87%, compared with 96.97% for XYZY.

What is the main difference between XYZY and HOII?

They also come from different issuers: YieldMax and REX.