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BAGY vs WRND

Comparison between AMPLIFY BITCOIN MAX INCOME COVERED CALL ETF (BAGY, ETF) and NYLI GLOBAL EQUITY R&D LEADERS ETF (WRND, ETF).

BAGY vs WRND - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BAGY
$10M
Winner
WRND
$11M
Expense Ratio
BAGY
0.65%
Winner
WRND
0.18%
Max Drawdown
BAGY
64.39%
Winner
WRND
28.20%
Sharpe Ratio
BAGY
-1.23
Winner
WRND
1.02
5Y Beta
BAGY
1.60
Winner
WRND
1.02
P/E Ratio
BAGY
N/A
WRND
25.82
Forward P/E
BAGY
N/A
WRND
23.64
PEG Ratio
BAGY
N/A
WRND
0.37
5Y EPS CAGR
BAGY
N/A
WRND
31.50%
Debt to Equity
BAGY
N/A
WRND
59.78%
P/S Ratio
BAGY
N/A
WRND
5.87
P/B Ratio
BAGY
N/A
WRND
7.51

BAGY vs WRND - Holdings Comparison

BAGY and WRND have 0 common holdings. Overlap is 0.00%

BAGY's top 25 holdings weight is 20.50%. WRND's top 25 holdings weight is 68.25%.

RankBAGYWRND
#1
INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 20.50%
ALPHABET INC CLASS A (GOOGL) - 7.22%
#2N/A
NVIDIA CORP (NVDA) - 7.10%
#3N/A
APPLE INC (AAPL) - 6.80%
#4N/A
ASML HOLDING NV (n/a) - 5.20%
#5N/A
n/a (n/a) - 4.97%
#6N/A
AMAZON.COM INC (AMZN) - 4.10%
#7N/A
MICROSOFT CORP (MSFT) - 4.10%
#8N/A
BROADCOM INC (AVGO) - 3.24%
#9N/A
META PLATFORMS INC CLASS A (META) - 3.08%
#10N/A
ELI LILLY AND CO (LLY) - 2.77%
#11N/A
ASTRAZENECA PLC (AZN) - 2.58%
#12N/A
SIEMENS AG (n/a) - 2.13%
#13N/A
TOKYO ELECTRON LTD (n/a) - 1.58%
#14N/A
NOVO NORDISK AS CLASS B (n/a) - 1.48%
#15N/A
SAP SE (n/a) - 1.48%
#16N/A
SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.40%
#17N/A
EATON CORP PLC (ETN) - 1.33%
#18N/A
DELTA ELECTRONICS INC (n/a) - 1.19%
#19N/A
APPLIED MATERIALS INC (AMAT) - 1.00%
#20N/A
ADVANTEST CORP (n/a) - 0.97%
#21N/A
CISCO SYSTEMS INC (CSCO) - 0.93%
#22N/A
GSK PLC (n/a) - 0.93%
#23N/A
LAM RESEARCH CORP (LRCX) - 0.92%
#24N/A
TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.91%
#25N/A
ORACLE CORP (ORCL) - 0.84%
Total Holdings1209

BAGY vs WRND - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BAGY
+2.50%
WRND
-0.94%
3M
BAGY
-20.21%
Winner
WRND
+1.50%
6M
BAGY
-25.94%
Winner
WRND
+5.80%
1Y
BAGY
-44.34%
Winner
WRND
+21.02%
5Y(CAGR)
BAGY
N/A
WRND
+13.22%
Max(CAGR)
BAGY
-25.14%
Winner
WRND
+13.22%

BAGY vs WRND - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearBAGYWRND
2026-24.94%+9.35%
2025-8.88%+28.17%
2024N/A+14.76%
2023N/A+33.92%
2022N/A-19.17%

BAGY vs WRND Drawdown Comparison

The maximum drawdown for BAGY was -50.57%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for WRND was -27.16%, occurring on Oct 14, 2022. Recovery took 336 trading sessions.

The current BAGY drawdown is -45.98%. The current WRND drawdown is -5.98%.

RankBAGYWRND
#1-50.57%
Aug 13, 2025 - Jun 30, 2026
-27.16%
Feb 9, 2022 - Jun 13, 2023
#2-6.51%
May 27, 2025 - Jul 2, 2025
-18.41%
Feb 20, 2025 - Jun 6, 2025
#3-4.81%
Jul 24, 2025 - Aug 11, 2025
-12.43%
Jan 28, 2026 - Apr 14, 2026
#4-2.36%
Jul 14, 2025 - Jul 24, 2025
-11.71%
Jul 28, 2023 - Dec 14, 2023
#5-2.32%
May 2, 2025 - May 8, 2025
-10.34%
Jul 12, 2024 - Sep 26, 2024
#6-1.10%
Jul 2, 2025 - Jul 9, 2025
-6.80%
Oct 29, 2025 - Jan 6, 2026
#7-1.07%
May 13, 2025 - May 19, 2025
-6.38%
Jun 2, 2026 - Jun 10, 2026
#8-0.98%
May 9, 2025 - May 13, 2025
-5.42%
Apr 1, 2024 - May 13, 2024
#9-0.80%
Apr 29, 2025 - May 1, 2025
-4.83%
Sep 27, 2024 - Jan 22, 2025
#10N/A-3.95%
Oct 6, 2025 - Oct 27, 2025
#11N/A-3.90%
Jul 23, 2025 - Aug 13, 2025
#12N/A-3.62%
May 14, 2026 - May 26, 2026
#13N/A-3.52%
Jun 15, 2023 - Jul 13, 2023
#14N/A-2.57%
Jun 12, 2025 - Jun 26, 2025
#15N/A-2.34%
Aug 28, 2025 - Sep 8, 2025

Correlation

Correlation between BAGY and WRND is -0.69 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.69
-101

Dividend Comparison (2022 - 2026)

BAGY vs WRND dividend yield comparison.

YearBAGYWRND
202622.41%0.47%
202530.16%1.29%
20240.00%1.15%
20230.00%2.06%
20220.00%2.06%

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