BEEZ vs FIVY
Comparison between HONEYTREE U.S. EQUITY ETF (BEEZ, ETF) and YieldMax Dorsey Wright Hybrid 5 Income ETF (FIVY, ETF).
BEEZ vs FIVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BEEZ vs FIVY - Holdings Comparison
BEEZ and FIVY have 1 common holdings. Overlap is 0.45%
BEEZ's top 25 holdings weight is 99.53%. FIVY's top 25 holdings weight is 100.03%.
| Rank | BEEZ | FIVY |
|---|---|---|
| #1 | SERVICENOW INC (NOW) - 5.52% | YIELDMAX TSM OPTION INC STRAT ETF (TSMY) - 13.74% |
| #2 | AGILENT TECHNOLOGIES INC (A) - 4.61% | YIELDMAX NVDA OPTION INCOME STRATEGY ETF (NVDY) - 12.57% |
| #3 | LAM RESEARCH CORP (LRCX) - 4.47% | YIELDMAX GOOGL OPTION INCOME STGY ETF (GOOY) - 12.10% |
| #4 | THE DESCARTES SYSTEMS GROUP INC (n/a) - 4.29% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 10.55% |
| #5 | BADGER METER INC (BMI) - 4.18% | NVIDIA CORP (NVDA) - 10.02% |
| #6 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 4.16% | ALPHABET INC CLASS A (GOOGL) - 9.35% |
| #7 | ACCENTURE PLC CLASS A (ACN) - 4.11% | YIELDMAX MRNA OPTION INCOME STRATEGY ETF (MRNY) - 9.33% |
| #8 | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 4.11% | YIELDMAX CRCL OPTION INCOME STRATEGY ETF (CRCO) - 8.35% |
| #9 | THERMO FISHER SCIENTIFIC INC (TMO) - 4.10% | MODERNA INC (MRNA) - 6.90% |
| #10 | CINTAS CORP (CTAS) - 4.09% | CIRCLE INTERNET GROUP INC ORDINARY SHARES CLASS A (CRCL) - 6.23% |
| #11 | FASTENAL CO (FAST) - 4.03% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.89% |
| #12 | LINDE PLC (LIN) - 3.98% | N/A |
| #13 | EQUINIX INC (EQIX) - 3.95% | N/A |
| #14 | VISA INC CLASS A (V) - 3.94% | N/A |
| #15 | CUMMINS INC (CMI) - 3.90% | N/A |
| #16 | ILLINOIS TOOL WORKS INC (ITW) - 3.86% | N/A |
| #17 | COMFORT SYSTEMS USA INC (FIX) - 3.85% | N/A |
| #18 | MASTERCARD INC CLASS A (MA) - 3.81% | N/A |
| #19 | COSTCO WHOLESALE CORP (COST) - 3.75% | N/A |
| #20 | PENTAIR PLC (PNR) - 3.65% | N/A |
| #21 | SHERWIN-WILLIAMS CO (SHW) - 3.65% | N/A |
| #22 | APTARGROUP INC (ATR) - 3.60% | N/A |
| #23 | FEDERAL SIGNAL CORP (FSS) - 3.53% | N/A |
| #24 | INTUIT INC (INTU) - 3.21% | N/A |
| #25 | CBOE GLOBAL MARKETS INC (CBOE) - 3.18% | N/A |
| Total Holdings | 28 | 11 |
BEEZ vs FIVY - Historical Returns
Returns include dividend reinvestment.
BEEZ vs FIVY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BEEZ | FIVY |
|---|---|---|
| 2026 | +0.34% | -10.04% |
| 2025 | +6.38% | -1.54% |
| 2024 | +11.46% | -9.94% |
| 2023 | +14.28% | N/A |
BEEZ vs FIVY Drawdown Comparison
The maximum drawdown for BEEZ was -18.61%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The maximum drawdown for FIVY was -32.71%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current BEEZ drawdown is -3.79%. The current FIVY drawdown is -22.47%.
| Rank | BEEZ | FIVY |
|---|---|---|
| #1 | -18.61% Dec 4, 2024 - Aug 13, 2025 | -32.71% Oct 9, 2025 - Mar 30, 2026 |
| #2 | -8.41% Feb 27, 2026 - Mar 27, 2026 | -29.47% Dec 17, 2024 - Sep 18, 2025 |
| #3 | -8.22% Mar 7, 2024 - Jul 16, 2024 | -3.53% Sep 19, 2025 - Sep 29, 2025 |
| #4 | -6.10% Jul 16, 2024 - Aug 30, 2024 | -2.01% Sep 29, 2025 - Oct 8, 2025 |
| #5 | -5.88% Aug 22, 2025 - Jan 6, 2026 | N/A |
| #6 | -4.15% Oct 14, 2024 - Nov 8, 2024 | N/A |
| #7 | -3.44% Jan 22, 2026 - Feb 27, 2026 | N/A |
| #8 | -3.38% Dec 28, 2023 - Jan 19, 2024 | N/A |
| #9 | -2.60% Nov 8, 2024 - Nov 25, 2024 | N/A |
| #10 | -2.55% Aug 30, 2024 - Sep 11, 2024 | N/A |
| #11 | -2.31% Feb 12, 2024 - Feb 22, 2024 | N/A |
| #12 | -1.89% Jan 9, 2026 - Jan 22, 2026 | N/A |
| #13 | -1.43% Jan 22, 2024 - Jan 29, 2024 | N/A |
| #14 | -1.16% Jan 6, 2026 - Jan 9, 2026 | N/A |
| #15 | -1.09% Jan 30, 2024 - Feb 2, 2024 | N/A |
Correlation
Correlation between BEEZ and FIVY is 0.13 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2023 - 2026)
BEEZ vs FIVY dividend yield comparison.
| Year | BEEZ | FIVY |
|---|---|---|
| 2026 | 0.00% | 16.99% |
| 2025 | 0.56% | 46.51% |
| 2024 | 0.61% | 0.00% |
| 2023 | 0.19% | 0.00% |
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