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YMAG vs. JPMO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between YMAG and JPMO is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

Performance

YMAG vs. JPMO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) and YieldMax JPM Option Income Strategy ETF (JPMO). The values are adjusted to include any dividend payments, if applicable.

0.00%10.00%20.00%30.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
37.54%
9.57%
YMAG
JPMO

Key characteristics

Daily Std Dev

YMAG:

19.08%

JPMO:

17.26%

Max Drawdown

YMAG:

-14.27%

JPMO:

-10.64%

Current Drawdown

YMAG:

-3.25%

JPMO:

-4.66%

Returns By Period


YMAG

YTD

N/A

1M

5.26%

6M

15.31%

1Y

N/A

5Y*

N/A

10Y*

N/A

JPMO

YTD

12.84%

1M

-2.36%

6M

3.53%

1Y

14.66%

5Y*

N/A

10Y*

N/A

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


YMAG vs. JPMO - Expense Ratio Comparison

YMAG has a 1.28% expense ratio, which is higher than JPMO's 1.01% expense ratio.


YMAG
YieldMax Magnificent 7 Fund of Option Income ETFs
Expense ratio chart for YMAG: current value at 1.28% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.28%
Expense ratio chart for JPMO: current value at 1.01% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.01%

Risk-Adjusted Performance

YMAG vs. JPMO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) and YieldMax JPM Option Income Strategy ETF (JPMO). 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.


Sharpe ratio
No data
YMAG
JPMO


Chart placeholderNot enough data

Dividends

YMAG vs. JPMO - Dividend Comparison

YMAG's dividend yield for the trailing twelve months is around 33.65%, more than JPMO's 25.41% yield.


TTM2023
YMAG
YieldMax Magnificent 7 Fund of Option Income ETFs
33.65%0.00%
JPMO
YieldMax JPM Option Income Strategy ETF
25.41%4.85%

Drawdowns

YMAG vs. JPMO - Drawdown Comparison

The maximum YMAG drawdown since its inception was -14.27%, which is greater than JPMO's maximum drawdown of -10.64%. Use the drawdown chart below to compare losses from any high point for YMAG and JPMO. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.25%
-4.66%
YMAG
JPMO

Volatility

YMAG vs. JPMO - Volatility Comparison

YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) has a higher volatility of 5.15% compared to YieldMax JPM Option Income Strategy ETF (JPMO) at 4.56%. This indicates that YMAG's price experiences larger fluctuations and is considered to be riskier than JPMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.15%
4.56%
YMAG
JPMO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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