YBST vs. SOXY

Last updated Aug 2, 2026

YBST (GraniteShares YieldBOOST Single Stock Universe ETF) and SOXY (YieldMax Target 12™ Semiconductor Option Income ETF) are both Derivative Income funds. Both are actively managed. Their 0.64 correlation means they have sometimes moved together and sometimes differently. YBST charges 1.38%/yr vs 1.06%/yr for SOXY.

Performance

YBST vs. SOXY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GraniteShares YieldBOOST Single Stock Universe ETF (YBST) and YieldMax Target 12™ Semiconductor Option Income ETF (SOXY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, YBST achieves a -21.33% return, which is significantly lower than SOXY's 58.34% return.

YBST

• 1D: -0.12%
• 1M: -3.26%
• 6M: -18.11%
• YTD: -21.33%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

SOXY

• 1D: 0.60%
• 1M: -12.01%
• 6M: 42.45%
• YTD: 58.34%
• 1Y: 93.60%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 58.65%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
SOXY YieldMax Target 12™ Semiconductor Option Income ETF	$2.13M	$2.44M	$2.09M
YBST GraniteShares YieldBOOST Single Stock Universe ETF	$30.31K	$28.89K	$31.83K

YBST vs. SOXY - Yearly Performance Comparison

	2026 (YTD)	2025
YBST GraniteShares YieldBOOST Single Stock Universe ETF	-21.33%	-4.74%
SOXY YieldMax Target 12™ Semiconductor Option Income ETF	58.34%	2.32%

Correlation

The correlation between YBST and SOXY is 0.64, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 16, 2025	0.64

YBST vs. SOXY - Sectors Allocation Comparison

Sectors	YBST	SOXY
Financial Services	93.2%	0.1%
Healthcare	4.7%	0.0%
Industrials	4.3%	0.0%
Basic Materials	-	0.0%
Communication Services	-	0.0%
Consumer Cyclical	-	0.0%
Consumer Defensive	-	0.0%
Energy	-	0.0%
Real Estate	-	-
Technology	-	100.0%
Utilities	-	0.0%

Return for Risk

YBST vs. SOXY — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

YBST

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

SOXY

SOXY Risk / Return Rank: 87
SOXY Sharpe Ratio Rank: 91
SOXY Sortino Ratio Rank: 83
SOXY Omega Ratio Rank: 85
SOXY Calmar Ratio Rank: 85
SOXY Martin Ratio Rank: 90

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

YBST vs. SOXY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GraniteShares YieldBOOST Single Stock Universe ETF (YBST) and YieldMax Target 12™ Semiconductor Option Income ETF (SOXY). 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.

	YBST	SOXY	Difference
Sharpe ratio: Return per unit of total volatility	—	2.30	—
Sortino ratio: Return per unit of downside risk	—	2.73	—
Omega ratio: Gain probability vs. loss probability	—	1.37	—
Calmar ratio: Return relative to maximum drawdown	—	3.21	—
Martin ratio: Return relative to average drawdown	—	14.50	—

Drawdowns

YBST vs. SOXY - Drawdown Comparison

The maximum YBST drawdown since its inception was -26.61%, smaller than the maximum SOXY drawdown of -30.22%. Use the drawdown chart below to compare losses from any high point for YBST and SOXY.

Drawdown Indicators

	YBST	SOXY	Difference
Max Drawdown Largest peak-to-trough decline	-26.61%	-30.22%	+3.61%
Max Drawdown (1Y) Largest decline over 1 year	—	-28.56%	—
Current Drawdown Current decline from peak	-26.02%	-21.71%	-4.31%
Average Drawdown Average peak-to-trough decline	-17.40%	-5.49%	-11.91%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	6.31%	—

Volatility

Volatility by Period

	YBST	SOXY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	18.62%	—
Volatility (6M) Calculated over the trailing 6-month period	—	35.73%	—
Volatility (1Y) Calculated over the trailing 1-year period	16.20%	39.94%	-23.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.20%	39.31%	-23.11%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.20%	39.31%	-23.11%

YBST vs. SOXY - Expense Ratio Comparison

YBST has a 1.38% expense ratio, which is higher than SOXY's 1.06% expense ratio.

Dividends

YBST vs. SOXY - Dividend Comparison

YBST's dividend yield for the trailing twelve months is around 55.44%, more than SOXY's 9.41% yield.

Position	TTM	2025
SOXY YieldMax Target 12™ Semiconductor Option Income ETF	9.41%	11.47%
YBST GraniteShares YieldBOOST Single Stock Universe ETF	55.44%	3.33%

Frequently Asked Questions

Can I hold both YBST and SOXY in my portfolio?

YBST and SOXY have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, YBST or SOXY?

On fees, SOXY is cheaper at 1.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, YBST or SOXY?

SOXY is cheaper with a 1.06% expense ratio, compared with 1.38% for YBST.

Which ETF pays a higher dividend yield, YBST or SOXY?

YBST has the higher dividend yield at 55.44%, compared with 9.41% for SOXY.

What is the main difference between YBST and SOXY?

They also come from different issuers: GraniteShares and YieldMax. Their fees differ too: 1.38% for YBST and 1.06% for SOXY.