YMAX vs. VTI
Compare and contrast key facts about YieldMax Universe Fund of Option Income ETFs (YMAX) and Vanguard Total Stock Market ETF (VTI).
YMAX and VTI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. YMAX is an actively managed fund by YieldMax. It was launched on Jan 16, 2024. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on Jun 27, 2016.
Performance
YMAX vs. VTI - Performance Comparison
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YMAX vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
YMAX YieldMax Universe Fund of Option Income ETFs | -13.38% | 6.04% | 26.26% |
VTI Vanguard Total Stock Market ETF | -3.13% | 17.10% | 25.20% |
Returns By Period
In the year-to-date period, YMAX achieves a -13.38% return, which is significantly lower than VTI's -3.13% return.
YMAX
- 1D
- 0.13%
- 1M
- -7.59%
- YTD
- -13.38%
- 6M
- -21.23%
- 1Y
- 5.97%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VTI
- 1D
- 0.16%
- 1M
- -3.97%
- YTD
- -3.13%
- 6M
- -1.30%
- 1Y
- 24.10%
- 3Y*
- 18.10%
- 5Y*
- 10.66%
- 10Y*
- 13.75%
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YMAX vs. VTI - Expense Ratio Comparison
YMAX has a 1.28% expense ratio, which is higher than VTI's 0.03% expense ratio.
Return for Risk
YMAX vs. VTI — Risk / Return Rank
YMAX
VTI
YMAX vs. VTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax Universe Fund of Option Income ETFs (YMAX) and Vanguard Total Stock Market ETF (VTI). 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.
| YMAX | VTI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.02 | 0.94 | -0.96 |
Sortino ratioReturn per unit of downside risk | 0.15 | 1.47 | -1.32 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.22 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.03 | 1.53 | -1.49 |
Martin ratioReturn relative to average drawdown | 0.09 | 7.16 | -7.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| YMAX | VTI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | 0.94 | -0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.62 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.48 | -0.17 |
Correlation
The correlation between YMAX and VTI is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
YMAX vs. VTI - Dividend Comparison
YMAX's dividend yield for the trailing twelve months is around 86.08%, more than VTI's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YMAX YieldMax Universe Fund of Option Income ETFs | 86.08% | 78.70% | 44.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.16% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Drawdowns
YMAX vs. VTI - Drawdown Comparison
The maximum YMAX drawdown since its inception was -26.13%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for YMAX and VTI.
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Drawdown Indicators
| YMAX | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.13% | -55.45% | +29.32% |
Max Drawdown (1Y)Largest decline over 1 year | -26.13% | -8.92% | -17.21% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.36% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.00% | — |
Current DrawdownCurrent decline from peak | -23.21% | -5.39% | -17.82% |
Average DrawdownAverage peak-to-trough decline | -5.91% | -8.08% | +2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.83% | 2.62% | +7.21% |
Volatility
YMAX vs. VTI - Volatility Comparison
YieldMax Universe Fund of Option Income ETFs (YMAX) has a higher volatility of 9.41% compared to Vanguard Total Stock Market ETF (VTI) at 5.41%. This indicates that YMAX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| YMAX | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.41% | 5.41% | +4.00% |
Volatility (6M)Calculated over the trailing 6-month period | 17.64% | 9.75% | +7.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.28% | 19.02% | +6.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.98% | 17.40% | +5.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.98% | 18.28% | +4.70% |