XYZY vs. VGT
XYZY (YieldMax XYZ Option Income Strategy ETF) and VGT (Vanguard Information Technology ETF) are both exchange-traded funds - XYZY is a Derivative Income fund actively managed by YieldMax, while VGT is a Technology Equities fund tracking the MSCI USA IMI Information Technology 25/50 Index. XYZY is actively managed, while VGT is passively managed. Over the past year, XYZY returned 0.13% vs 34.81% for VGT. Their 0.48 correlation means their historical movements had little consistent relationship. XYZY charges 0.99%/yr vs 0.09%/yr for VGT.
Performance
XYZY vs. VGT - Performance Comparison
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Returns By Period
In the year-to-date period, XYZY achieves a 12.33% return, which is significantly lower than VGT's 20.36% return.
XYZY
- 1D
- -1.52%
- 1M
- 3.92%
- 6M
- 21.38%
- YTD
- 12.33%
- 1Y
- 0.13%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 12.57%
VGT
- 1D
- -0.38%
- 1M
- -1.30%
- 6M
- 21.30%
- YTD
- 20.36%
- 1Y
- 34.81%
- 3Y*
- 26.48%
- 5Y*
- 17.81%
- 10Y*
- 24.06%
- ALL TIME*
- 14.84%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $440.89M | $515.41M | $573.34M | |
| $283.87K | $283.65K | $420.24K |
XYZY vs. VGT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XYZY YieldMax XYZ Option Income Strategy ETF | 12.33% | -29.43% | 21.72% | 44.46% |
VGT Vanguard Information Technology ETF | 20.36% | 21.77% | 29.30% | 13.39% |
Correlation
The correlation between XYZY and VGT is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (All Time) Calculated using the full available price history since Oct 11, 2023 | 0.48 |
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Return for Risk
XYZY vs. VGT — Risk / Return Rank
XYZY
VGT
XYZY vs. VGT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax XYZ Option Income Strategy ETF (XYZY) and Vanguard Information Technology ETF (VGT). 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 | VGT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.40 | ||
| Sortino ratioReturn per unit of downside risk | -1.69 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.23 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.10 | 1.94 | -2.04 |
| Martin ratioReturn relative to average drawdown | -0.20 | 5.23 | -5.43 |
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Drawdowns
XYZY vs. VGT - Drawdown Comparison
The maximum XYZY drawdown since its inception was -52.30%, roughly equal to the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for XYZY and VGT.
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Drawdown Indicators
| XYZY | VGT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.30% | -54.63% | +2.33% |
Max Drawdown (1Y)Largest decline over 1 year | -37.72% | -16.40% | -21.32% |
Max Drawdown (3Y)Largest decline over 3 years | — | -27.23% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.07% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.07% | — |
Current DrawdownCurrent decline from peak | -29.47% | -9.93% | -19.54% |
Average DrawdownAverage peak-to-trough decline | -22.44% | -7.95% | -14.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.95% | 6.07% | +11.88% |
Volatility
XYZY vs. VGT - Volatility Comparison
The current volatility for YieldMax XYZ Option Income Strategy ETF (XYZY) is 6.66%, while Vanguard Information Technology ETF (VGT) has a volatility of 8.42%. This indicates that XYZY experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XYZY | VGT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.66% | 8.42% | -1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 30.26% | 20.14% | +10.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.84% | 24.28% | +14.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.58% | 25.83% | +15.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.58% | 24.89% | +16.69% |
XYZY vs. VGT - Expense Ratio Comparison
XYZY has a 0.99% expense ratio, which is higher than VGT's 0.09% expense ratio.
Dividends
XYZY vs. VGT - Dividend Comparison
XYZY's dividend yield for the trailing twelve months is around 78.39%, more than VGT's 0.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGT Vanguard Information Technology ETF | 0.38% | 0.40% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
XYZY YieldMax XYZ Option Income Strategy ETF | 78.39% | 95.35% | 62.54% | 9.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XYZY and VGT have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VGT has higher volatility (8.42%) compared to XYZY (6.66%). In terms of maximum drawdown, XYZY dropped -52.30% vs VGT's -54.63%.
On 1-year performance, VGT leads with 34.81% vs 0.13% for XYZY. On fees, VGT is cheaper at 0.09% per year. On volatility, XYZY has been the lower-risk option at 6.66%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, VGT has performed better with a 34.81% return vs 0.13%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VGT is cheaper with a 0.09% expense ratio, compared with 0.99% for XYZY.
XYZY has the higher dividend yield at 78.39%, compared with 0.38% for VGT.
XYZY is categorized as Derivative Income, while VGT is Technology Equities. They also come from different issuers: YieldMax and Vanguard. Their fees differ too: 0.99% for XYZY and 0.09% for VGT.
VGT currently has the higher Sharpe Ratio (1.31 vs -0.09), 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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