YYY vs. RULE
Compare and contrast key facts about Amplify CEF High Income ETF (YYY) and Adaptive Core ETF (RULE).
YYY and RULE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. YYY is a passively managed fund by Amplify that tracks the performance of the Nasdaq CEF High Income™ Index. It was launched on Jun 12, 2012. RULE is an actively managed fund by Mohr Funds. It was launched on Nov 2, 2021.
Performance
YYY vs. RULE - Performance Comparison
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YYY vs. RULE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
YYY Amplify CEF High Income ETF | -1.46% | 13.08% | 11.86% | 12.98% | -21.78% | -1.28% |
RULE Adaptive Core ETF | 5.57% | 4.60% | 7.59% | 6.29% | -22.87% | 1.03% |
Returns By Period
In the year-to-date period, YYY achieves a -1.46% return, which is significantly lower than RULE's 5.57% return.
YYY
- 1D
- -0.54%
- 1M
- -3.87%
- YTD
- -1.46%
- 6M
- -1.29%
- 1Y
- 9.19%
- 3Y*
- 10.76%
- 5Y*
- 3.10%
- 10Y*
- 5.61%
RULE
- 1D
- 2.49%
- 1M
- -6.00%
- YTD
- 5.57%
- 6M
- 5.32%
- 1Y
- 16.97%
- 3Y*
- 8.29%
- 5Y*
- —
- 10Y*
- —
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YYY vs. RULE - Expense Ratio Comparison
YYY has a 3.23% expense ratio, which is higher than RULE's 1.10% expense ratio.
Return for Risk
YYY vs. RULE — Risk / Return Rank
YYY
RULE
YYY vs. RULE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplify CEF High Income ETF (YYY) and Adaptive Core ETF (RULE). 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.
| YYY | RULE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.88 | -0.17 |
Sortino ratioReturn per unit of downside risk | 0.98 | 1.29 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 1.37 | -0.50 |
Martin ratioReturn relative to average drawdown | 3.96 | 5.36 | -1.40 |
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
| YYY | RULE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.88 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | -0.03 | +0.43 |
Correlation
The correlation between YYY and RULE is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
YYY vs. RULE - Dividend Comparison
YYY's dividend yield for the trailing twelve months is around 13.10%, while RULE has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YYY Amplify CEF High Income ETF | 13.10% | 12.51% | 12.50% | 12.39% | 12.36% | 9.08% | 9.79% | 9.10% | 9.73% | 8.16% | 10.34% | 10.77% |
RULE Adaptive Core ETF | 0.00% | 0.00% | 0.00% | 2.01% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
YYY vs. RULE - Drawdown Comparison
The maximum YYY drawdown since its inception was -42.52%, which is greater than RULE's maximum drawdown of -30.48%. Use the drawdown chart below to compare losses from any high point for YYY and RULE.
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Drawdown Indicators
| YYY | RULE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.52% | -30.48% | -12.04% |
Max Drawdown (1Y)Largest decline over 1 year | -9.19% | -12.65% | +3.46% |
Max Drawdown (5Y)Largest decline over 5 years | -27.92% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -42.52% | — | — |
Current DrawdownCurrent decline from peak | -5.58% | -7.15% | +1.57% |
Average DrawdownAverage peak-to-trough decline | -6.91% | -15.50% | +8.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 3.24% | -0.89% |
Volatility
YYY vs. RULE - Volatility Comparison
The current volatility for Amplify CEF High Income ETF (YYY) is 5.20%, while Adaptive Core ETF (RULE) has a volatility of 8.24%. This indicates that YYY experiences smaller price fluctuations and is considered to be less risky than RULE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| YYY | RULE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 8.24% | -3.04% |
Volatility (6M)Calculated over the trailing 6-month period | 7.17% | 15.26% | -8.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.11% | 19.40% | -6.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.33% | 13.94% | -2.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.89% | 13.94% | -0.05% |