XYZY vs. XYZ
XYZY (YieldMax XYZ Option Income Strategy ETF) is Derivative Income fund actively managed by YieldMax, while XYZ (Block, Inc.) is a stock. Over the past year, XYZY returned 0.13% vs 9.74% for XYZ. Their 0.97 correlation means they have historically moved very closely together.
Performance
XYZY vs. XYZ - 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 XYZ's 24.81% return.
XYZY
- 1D
- -1.52%
- 1M
- 3.92%
- 6M
- 21.38%
- YTD
- 12.33%
- 1Y
- 0.13%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 12.57%
XYZ
- 1D
- -1.63%
- 1M
- 3.06%
- 6M
- 34.44%
- YTD
- 24.81%
- 1Y
- 9.74%
- 3Y*
- 1.04%
- 5Y*
- -19.96%
- 10Y*
- 23.24%
- ALL TIME*
- 20.35%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
XYZ Block, Inc. | $344.21M | $369.79M | $430.71M |
| $283.87K | $283.65K | $420.24K |
XYZY vs. XYZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XYZY YieldMax XYZ Option Income Strategy ETF | 12.33% | -29.43% | 21.72% | 44.46% |
XYZ Block, Inc. | 24.81% | -23.41% | 9.88% | 68.15% |
Correlation
The correlation between XYZY and XYZ is 0.97 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.97 |
Correlation (All Time) Calculated using the full available price history since Oct 11, 2023 | 0.97 |
The correlation between XYZY and XYZ has been stable across timeframes, ranging from 0.97 to 0.97 - a consistent structural relationship.
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Return for Risk
XYZY vs. XYZ — Risk / Return Rank
XYZY
XYZ
XYZY vs. XYZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax XYZ Option Income Strategy ETF (XYZY) and Block, Inc. (XYZ). 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 | XYZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.20 | ||
| Sortino ratioReturn per unit of downside risk | -0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.06 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.10 | 0.13 | -0.23 |
| Martin ratioReturn relative to average drawdown | -0.20 | 0.30 | -0.50 |
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Drawdowns
XYZY vs. XYZ - Drawdown Comparison
The maximum XYZY drawdown since its inception was -52.30%, smaller than the maximum XYZ drawdown of -86.08%. Use the drawdown chart below to compare losses from any high point for XYZY and XYZ.
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Drawdown Indicators
| XYZY | XYZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.30% | -86.08% | +33.78% |
Max Drawdown (1Y)Largest decline over 1 year | -37.72% | -39.48% | +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 | -29.47% | -71.17% | +41.70% |
Average DrawdownAverage peak-to-trough decline | -22.44% | -41.44% | +19.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.95% | 17.17% | +0.78% |
Volatility
XYZY vs. XYZ - Volatility Comparison
The current volatility for YieldMax XYZ Option Income Strategy ETF (XYZY) is 6.66%, while Block, Inc. (XYZ) has a volatility of 9.11%. This indicates that XYZY experiences smaller price fluctuations and is considered to be less risky than XYZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XYZY | XYZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.66% | 9.11% | -2.45% |
Volatility (6M)Calculated over the trailing 6-month period | 30.26% | 36.31% | -6.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.84% | 46.50% | -7.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.58% | 60.03% | -18.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.58% | 56.73% | -15.15% |
Dividends
XYZY vs. XYZ - Dividend Comparison
XYZY's dividend yield for the trailing twelve months is around 78.39%, while XYZ has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
XYZ Block, Inc. | 0.00% | 0.00% | 0.00% | 0.00% |
XYZY YieldMax XYZ Option Income Strategy ETF | 78.39% | 95.35% | 62.54% | 9.85% |
Frequently Asked Questions
With a correlation of 0.97, XYZY and XYZ 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 (9.11%) compared to XYZY (6.66%). In terms of maximum drawdown, XYZY dropped -52.30% vs XYZ's -86.08%.
XYZ currently has the higher Sharpe Ratio (0.11 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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