AIYY vs ZTEN

Comparison between YIELDMAX(R) AI OPTION INCOME STRATEGY ETF (AIYY, ETF) and F/M 10-YEAR INVESTMENT GRADE CORPORATE BOND ETF (ZTEN, ETF).

AIYY vs ZTEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIYY(ETF)	ZTEN(ETF)
Net Assets	$30M	$30M
Expense Ratio	0.99%	0.15%
Max Drawdown	95.84%	4.58%
Sharpe Ratio	-1.31	0.54
5Y Beta	1.55	0.12

Net Assets

AIYY

$30M

ZTEN

$30M

Expense Ratio

AIYY

0.99%

Winner

ZTEN

0.15%

Max Drawdown

AIYY

95.84%

Winner

ZTEN

4.58%

Sharpe Ratio

AIYY

-1.31

Winner

ZTEN

0.54

5Y Beta

AIYY

1.55

Winner

ZTEN

0.12

AIYY vs ZTEN - Historical Returns

Returns include dividend reinvestment.

Period	AIYY	ZTEN
1 month	+17.04%	+0.50%
3 months	+10.61%	+1.28%
6 months	-30.52%	+1.01%
1 year	-55.25%	+5.97%
Max(CAGR)	-40.65%	+6.65%

Winner

AIYY

+17.04%

ZTEN

+0.50%

Winner

AIYY

+10.61%

ZTEN

+1.28%

AIYY

-30.52%

Winner

ZTEN

+1.01%

AIYY

-55.25%

Winner

ZTEN

+5.97%

Max(CAGR)

AIYY

-40.65%

Winner

ZTEN

+6.65%

AIYY vs ZTEN - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	AIYY	ZTEN
2026	-24.75%	+0.62%
2025	-58.87%	+9.12%
2024	-15.10%	+0.29%
2023	-1.63%	N/A

AIYY vs ZTEN 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 ZTEN was -3.43%, occurring on Apr 11, 2025. Recovery took 71 trading sessions.

The current AIYY drawdown is -74.74%. The current ZTEN drawdown is -1.15%.

Rank	AIYY	ZTEN
#1	-79.13% Dec 19, 2023 - Mar 27, 2026	-3.43% Mar 3, 2025 - Jun 12, 2025
#2	-10.61% Dec 1, 2023 - Dec 19, 2023	-3.32% Feb 27, 2026 - Mar 27, 2026
#3	-2.11% Nov 29, 2023 - Dec 1, 2023	-1.99% Dec 30, 2024 - Jan 27, 2025
#4	N/A	-1.59% Oct 28, 2025 - Nov 26, 2025
#5	N/A	-1.33% Jun 30, 2025 - Jul 29, 2025
#6	N/A	-1.25% Feb 5, 2025 - Feb 21, 2025
#7	N/A	-1.00% Sep 15, 2025 - Oct 14, 2025
#8	N/A	-0.99% Jan 14, 2026 - Feb 10, 2026
#9	N/A	-0.93% Nov 26, 2025 - Jan 14, 2026
#10	N/A	-0.66% Jun 12, 2025 - Jun 23, 2025
#11	N/A	-0.63% Aug 13, 2025 - Aug 22, 2025
#12	N/A	-0.50% Aug 28, 2025 - Sep 4, 2025
#13	N/A	-0.35% Dec 26, 2024 - Dec 30, 2024
#14	N/A	-0.35% Aug 4, 2025 - Aug 13, 2025
#15	N/A	-0.34% Jan 30, 2025 - Feb 4, 2025

Correlation

Correlation between AIYY and ZTEN is -0.95 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.95

-101