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

Key characteristics


YMAXYMAG
Daily Std Dev18.22%19.25%
Max Drawdown-12.78%-14.27%
Current Drawdown-0.99%0.00%

Correlation

-0.50.00.51.00.8

The correlation between YMAX and YMAG is 0.79, 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.

Performance

YMAX vs. YMAG - Performance Comparison

The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
8.62%
18.57%
YMAX
YMAG

Compare stocks, funds, or ETFs

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


YMAX vs. YMAG - Expense Ratio Comparison

Both YMAX and YMAG have an expense ratio of 1.28%.


YMAX
YieldMax Universe Fund of Option Income ETFs
Expense ratio chart for YMAX: 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 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%

Risk-Adjusted Performance

YMAX vs. YMAG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax Universe Fund of Option Income ETFs (YMAX) and YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG). 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
Sharpe ratio
No data

YMAX vs. YMAG - Sharpe Ratio Comparison


Chart placeholderNot enough data

Dividends

YMAX vs. YMAG - Dividend Comparison

YMAX's dividend yield for the trailing twelve months is around 33.71%, more than YMAG's 28.22% yield.


TTM
YMAX
YieldMax Universe Fund of Option Income ETFs
33.71%
YMAG
YieldMax Magnificent 7 Fund of Option Income ETFs
28.22%

Drawdowns

YMAX vs. YMAG - Drawdown Comparison

The maximum YMAX drawdown since its inception was -12.78%, smaller than the maximum YMAG drawdown of -14.27%. Use the drawdown chart below to compare losses from any high point for YMAX and YMAG. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-0.99%
0
YMAX
YMAG

Volatility

YMAX vs. YMAG - Volatility Comparison

YieldMax Universe Fund of Option Income ETFs (YMAX) and YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) have volatilities of 5.57% and 5.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JuneJulyAugustSeptemberOctoberNovember
5.57%
5.60%
YMAX
YMAG