XYZY vs. VOO
XYZY (YieldMax XYZ Option Income Strategy ETF) and VOO (Vanguard S&P 500 ETF) are both exchange-traded funds - XYZY is a Derivative Income fund actively managed by YieldMax, while VOO is a S&P 500 fund tracking the S&P 500 Index. XYZY is actively managed, while VOO is passively managed. Over the past year, XYZY returned 0.13% vs 21.58% for VOO. Their 0.55 correlation means they have sometimes moved together and sometimes differently. XYZY charges 0.99%/yr vs 0.03%/yr for VOO.
Performance
XYZY vs. VOO - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XYZY achieves a 12.33% return, which is significantly higher than VOO's 10.16% return.
XYZY
- 1D
- -1.52%
- 1M
- 3.92%
- 6M
- 21.38%
- YTD
- 12.33%
- 1Y
- 0.13%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 12.57%
VOO
- 1D
- 0.71%
- 1M
- 0.26%
- 6M
- 8.58%
- YTD
- 10.16%
- 1Y
- 21.58%
- 3Y*
- 19.42%
- 5Y*
- 12.83%
- 10Y*
- 15.14%
- ALL TIME*
- 14.78%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.82B | $3.78B | $5.44B | |
| $283.87K | $283.65K | $420.24K |
XYZY vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XYZY YieldMax XYZ Option Income Strategy ETF | 12.33% | -29.43% | 21.72% | 44.46% |
VOO Vanguard S&P 500 ETF | 10.16% | 17.82% | 24.98% | 9.86% |
Correlation
The correlation between XYZY and VOO is 0.52, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.52 |
Correlation (All Time) Calculated using the full available price history since Oct 11, 2023 | 0.55 |
The correlation between XYZY and VOO has been stable across timeframes, ranging from 0.52 to 0.55 - 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
XYZY vs. VOO — Risk / Return Rank
XYZY
VOO
XYZY vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax XYZ Option Income Strategy ETF (XYZY) and Vanguard S&P 500 ETF (VOO). 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 | VOO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.63 | ||
| Sortino ratioReturn per unit of downside risk | -1.99 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.28 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.10 | 2.21 | -2.30 |
| Martin ratioReturn relative to average drawdown | -0.20 | 9.44 | -9.64 |
Loading charts...
Drawdowns
XYZY vs. VOO - Drawdown Comparison
The maximum XYZY drawdown since its inception was -52.30%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for XYZY and VOO.
Loading charts...
Drawdown Indicators
| XYZY | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.30% | -33.99% | -18.31% |
Max Drawdown (1Y)Largest decline over 1 year | -37.72% | -8.90% | -28.82% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.69% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.52% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -29.47% | -1.38% | -28.09% |
Average DrawdownAverage peak-to-trough decline | -22.44% | -3.67% | -18.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.95% | 2.08% | +15.87% |
Volatility
XYZY vs. VOO - Volatility Comparison
YieldMax XYZ Option Income Strategy ETF (XYZY) has a higher volatility of 6.66% compared to Vanguard S&P 500 ETF (VOO) at 3.54%. This indicates that XYZY's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| XYZY | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.66% | 3.54% | +3.12% |
Volatility (6M)Calculated over the trailing 6-month period | 30.26% | 10.10% | +20.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.84% | 12.82% | +26.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.58% | 16.93% | +24.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.58% | 18.01% | +23.57% |
XYZY vs. VOO - Expense Ratio Comparison
XYZY has a 0.99% expense ratio, which is higher than VOO's 0.03% expense ratio.
Dividends
XYZY vs. VOO - Dividend Comparison
XYZY's dividend yield for the trailing twelve months is around 78.39%, more than VOO's 1.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 1.07% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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 VOO have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XYZY has higher volatility (6.66%) compared to VOO (3.54%). In terms of maximum drawdown, XYZY dropped -52.30% vs VOO's -33.99%.
On 1-year performance, VOO leads with 21.58% vs 0.13% for XYZY. On fees, VOO is cheaper at 0.03% per year. On volatility, VOO has been the lower-risk option at 3.54%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, VOO has performed better with a 21.58% return vs 0.13%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VOO is cheaper with a 0.03% expense ratio, compared with 0.99% for XYZY.
XYZY has the higher dividend yield at 78.39%, compared with 1.07% for VOO.
XYZY is categorized as Derivative Income, while VOO is S&P 500. They also come from different issuers: YieldMax and Vanguard. Their fees differ too: 0.99% for XYZY and 0.03% for VOO.
VOO currently has the higher Sharpe Ratio (1.53 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.
Find the right allocation for XYZY and VOO
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