AIYY vs CVRT
Comparison between YIELDMAX(R) AI OPTION INCOME STRATEGY ETF (AIYY, ETF) and Calamos Convertible Equity Alternative ETF (CVRT, ETF).
AIYY vs CVRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AIYY
$33M
Winner
CVRT
$33M
Expense Ratio
AIYY
0.99%
Winner
CVRT
0.69%
Max Drawdown
AIYY
96.38%
Winner
CVRT
21.13%
Sharpe Ratio
AIYY
-1.82
Winner
CVRT
1.57
5Y Beta
AIYY
1.53
Winner
CVRT
1.02
AIYY vs CVRT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AIYY
-6.85%
CVRT
-7.89%
3M
AIYY
-7.71%
Winner
CVRT
+3.01%
6M
AIYY
-32.70%
Winner
CVRT
+18.93%
1Y
AIYY
-66.53%
Winner
CVRT
+47.02%
Max(CAGR)
AIYY
-43.25%
Winner
CVRT
+30.04%
AIYY vs CVRT - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | AIYY | CVRT |
|---|---|---|
| 2026 | -36.78% | +24.97% |
| 2025 | -58.87% | +29.40% |
| 2024 | -15.10% | +16.12% |
| 2023 | -1.63% | +11.01% |
AIYY vs CVRT Drawdown Comparison
The maximum drawdown for AIYY was -79.19%, occurring on Jun 25, 2026. This drawdown has not yet recovered.
The maximum drawdown for CVRT was -20.71%, occurring on Apr 8, 2025. Recovery took 149 trading sessions.
The current AIYY drawdown is -78.78%. The current CVRT drawdown is -10.15%.
| Rank | AIYY | CVRT |
|---|---|---|
| #1 | -79.19% Dec 19, 2023 - Jun 25, 2026 | -20.71% Nov 29, 2024 - Jul 9, 2025 |
| #2 | -10.61% Dec 1, 2023 - Dec 19, 2023 | -12.63% Jun 2, 2026 - Jul 16, 2026 |
| #3 | -2.11% Nov 29, 2023 - Dec 1, 2023 | -9.41% Jul 16, 2024 - Sep 19, 2024 |
| #4 | N/A | -8.60% Feb 25, 2026 - Apr 8, 2026 |
| #5 | N/A | -8.52% Oct 11, 2023 - Nov 29, 2023 |
| #6 | N/A | -7.97% Mar 27, 2024 - Jul 16, 2024 |
| #7 | N/A | -7.52% Nov 10, 2025 - Dec 10, 2025 |
| #8 | N/A | -6.24% Feb 12, 2024 - Mar 4, 2024 |
| #9 | N/A | -6.16% May 11, 2026 - May 29, 2026 |
| #10 | N/A | -5.22% Jan 28, 2026 - Feb 6, 2026 |
| #11 | N/A | -5.02% Dec 26, 2023 - Feb 9, 2024 |
| #12 | N/A | -4.73% Dec 11, 2025 - Jan 5, 2026 |
| #13 | N/A | -4.05% Oct 15, 2025 - Oct 27, 2025 |
| #14 | N/A | -3.21% Nov 3, 2025 - Nov 10, 2025 |
| #15 | N/A | -3.09% Jul 17, 2025 - Aug 22, 2025 |
Correlation
Correlation between AIYY and CVRT is -0.88 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.88
-101
Dividend Comparison (2023 - 2026)
AIYY vs CVRT dividend yield comparison.
| Year | AIYY | CVRT |
|---|---|---|
| 2026 | 52.66% | 0.59% |
| 2025 | 168.33% | 1.68% |
| 2024 | 98.26% | 1.49% |
| 2023 | 0.00% | 0.32% |
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