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AIYY vs GTPE

Comparison between YIELDMAX(R) AI OPTION INCOME STRATEGY ETF (AIYY, ETF) and Goldman Sachs MSCI World Private Equity Return Tracker ETF (GTPE, ETF).

AIYY vs GTPE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
AIYY
$30M
GTPE
$30M
Expense Ratio
AIYY
0.99%
Winner
GTPE
0.50%
Max Drawdown
AIYY
95.84%
Winner
GTPE
8.91%
Sharpe Ratio
AIYY
-1.31
Winner
GTPE
1.51
5Y Beta
AIYY
1.55
Winner
GTPE
1.19
P/E Ratio
AIYY
N/A
GTPE
21.05
Forward P/E
AIYY
N/A
GTPE
19.47
P/S Ratio
AIYY
N/A
GTPE
2.76
P/B Ratio
AIYY
N/A
GTPE
3.81

AIYY vs GTPE - Holdings Comparison

AIYY and GTPE have 0 common holdings. Overlap is 0.00%

AIYY's top 25 holdings weight is 5.39%. GTPE's top 25 holdings weight is 118.61%.

RankAIYYGTPE
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 5.39%
RECV 111826SDB764413180EQ (n/a) - 44.31%
#2N/A
RECV 111826AMSDB764413181 (n/a) - 24.74%
#3N/A
GOLDMAN SACHS FS GOVERNMENT INSTL (FGTXX) - 18.41%
#4N/A
ELI LILLY AND CO (LLY) - 2.11%
#5N/A
n/a (PLTR) - 2.04%
#6N/A
GE VERNOVA INC (GEV) - 1.96%
#7N/A
BROADCOM INC (AVGO) - 1.91%
#8N/A
BRISTOL-MYERS SQUIBB CO (BMY) - 1.78%
#9N/A
VERTEX PHARMACEUTICALS INC (VRTX) - 1.78%
#10N/A
MICROSOFT CORP (MSFT) - 1.72%
#11N/A
GILEAD SCIENCES INC (GILD) - 1.57%
#12N/A
CHARLES SCHWAB CORP (SCHW) - 1.54%
#13N/A
AMPHENOL CORP CLASS A (APH) - 1.54%
#14N/A
BANK OF NEW YORK MELLON CORP (BK) - 1.52%
#15N/A
BARRICK MINING CORP (n/a) - 1.47%
#16N/A
GENERAL DYNAMICS CORP (GD) - 1.45%
#17N/A
DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.41%
#18N/A
MARVELL TECHNOLOGY INC (MRVL) - 1.21%
#19N/A
MONSTER BEVERAGE CORP (MNST) - 0.99%
#20N/A
ADOBE INC (ADBE) - 0.94%
#21N/A
REALTY INCOME CORP (O) - 0.91%
#22N/A
CANADIAN NATIONAL RAILWAY CO (n/a) - 0.89%
#23N/A
CAMECO CORP (n/a) - 0.84%
#24N/A
ALNYLAM PHARMACEUTICALS INC (ALNY) - 0.83%
#25N/A
MASTERCARD INC CLASS A (MA) - 0.74%
Total Holdings11442

AIYY vs GTPE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AIYY
+17.04%
GTPE
+4.34%
3M
AIYY
+10.61%
Winner
GTPE
+16.63%
6M
AIYY
-30.52%
Winner
GTPE
+17.63%
1Y
AIYY
-55.25%
GTPE
N/A
Max(CAGR)
AIYY
-40.65%
Winner
GTPE
+33.70%

AIYY vs GTPE - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearAIYYGTPE
2026-24.75%+16.53%
2025-58.87%+2.66%
2024-15.10%N/A
2023-1.63%N/A

AIYY vs GTPE Drawdown Comparison

The maximum drawdown for AIYY was -79.13%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for GTPE was -8.91%, occurring on Mar 30, 2026. Recovery took 31 trading sessions.

The current AIYY drawdown is -74.74%. The current GTPE drawdown is -2.00%.

RankAIYYGTPE
#1-79.13%
Dec 19, 2023 - Mar 27, 2026
-8.91%
Feb 26, 2026 - Apr 13, 2026
#2-10.61%
Dec 1, 2023 - Dec 19, 2023
-6.31%
Oct 28, 2025 - Dec 4, 2025
#3-2.11%
Nov 29, 2023 - Dec 1, 2023
-5.66%
Jun 2, 2026 - Jun 10, 2026
#4N/A-4.43%
Jan 27, 2026 - Feb 26, 2026
#5N/A-3.01%
Dec 11, 2025 - Dec 22, 2025
#6N/A-2.83%
May 11, 2026 - May 21, 2026
#7N/A-2.41%
Apr 24, 2026 - May 1, 2026
#8N/A-1.63%
Dec 24, 2025 - Jan 6, 2026
#9N/A-1.34%
Apr 17, 2026 - Apr 22, 2026
#10N/A-1.24%
May 26, 2026 - May 28, 2026
#11N/A-1.14%
May 6, 2026 - May 8, 2026
#12N/A-1.09%
Jan 16, 2026 - Jan 21, 2026
#13N/A-1.01%
May 1, 2026 - May 5, 2026
#14N/A-0.96%
Jan 6, 2026 - Jan 16, 2026
#15N/A-0.61%
Dec 5, 2025 - Dec 10, 2025

Correlation

Correlation between AIYY and GTPE is -0.52 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.52
-101

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