BIGY vs EGUS
Comparison between YIELDMAX(R) TARGET 12(TM) BIG 50 OPTION INCOME ETF (BIGY, ETF) and ISHARES ESG AWARE MSCI USA GROWTH ETF (EGUS, ETF).
BIGY vs EGUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BIGY
$26M
EGUS
$26M
Expense Ratio
BIGY
1.09%
Winner
EGUS
0.18%
Max Drawdown
BIGY
50.38%
Winner
EGUS
24.97%
Sharpe Ratio
Winner
BIGY
1.61
EGUS
1.30
5Y Beta
Winner
BIGY
0.92
EGUS
1.18
P/E Ratio
Winner
BIGY
29.04
EGUS
40.27
Forward P/E
Winner
BIGY
23.43
EGUS
30.35
PEG Ratio
BIGY
0.84
Winner
EGUS
0.46
5Y EPS CAGR
BIGY
23.34%
Winner
EGUS
38.04%
Debt to Equity
Winner
BIGY
14.76%
EGUS
32.02%
P/S Ratio
Winner
BIGY
4.56
EGUS
7.29
P/B Ratio
Winner
BIGY
6.87
EGUS
13.09
BIGY vs EGUS - Holdings Comparison
BIGY and EGUS have 18 common holdings. Overlap is 38.20%
BIGY's top 25 holdings weight is 75.83%. EGUS's top 25 holdings weight is 80.95%.
| Rank | BIGY | EGUS |
|---|---|---|
| #1 | APPLE INC (AAPL) - 6.42% | NVIDIA CORP (NVDA) - 16.12% |
| #2 | NVIDIA CORP (NVDA) - 6.20% | APPLE INC (AAPL) - 13.53% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.66% | MICROSOFT CORP (MSFT) - 8.63% |
| #4 | AMAZON.COM INC (AMZN) - 5.62% | AMAZON.COM INC (AMZN) - 7.34% |
| #5 | BROADCOM INC (AVGO) - 3.82% | BROADCOM INC (AVGO) - 5.81% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.55% | ALPHABET INC CLASS C (GOOG) - 5.29% |
| #7 | MICROSOFT CORP (MSFT) - 3.37% | TESLA INC (TSLA) - 3.65% |
| #8 | WALMART INC (WMT) - 3.29% | ADVANCED MICRO DEVICES INC (AMD) - 2.53% |
| #9 | JPMORGAN CHASE & CO (JPM) - 3.02% | ELI LILLY AND CO (LLY) - 2.48% |
| #10 | TEXAS INSTRUMENTS INC (TXN) - 2.83% | VISA INC CLASS A (V) - 1.93% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 2.80% | LAM RESEARCH CORP (LRCX) - 1.70% |
| #12 | CATERPILLAR INC (CAT) - 2.77% | PALO ALTO NETWORKS INC (PANW) - 1.33% |
| #13 | TESLA INC (TSLA) - 2.65% | MASTERCARD INC CLASS A (MA) - 1.04% |
| #14 | CHEVRON CORP (CVX) - 2.25% | W.W. GRAINGER INC (GWW) - 1.01% |
| #15 | EXXON MOBIL CORP (XOM) - 2.23% | GE VERNOVA INC (GEV) - 0.97% |
| #16 | COSTCO WHOLESALE CORP (COST) - 2.06% | ORACLE CORP (ORCL) - 0.96% |
| #17 | NETFLIX INC (NFLX) - 2.05% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.86% |
| #18 | BANK OF AMERICA CORP (BAC) - 2.00% | MARVELL TECHNOLOGY INC (MRVL) - 0.77% |
| #19 | JOHNSON & JOHNSON (JNJ) - 1.97% | CASEY'S GENERAL STORES INC (CASY) - 0.77% |
| #20 | VISA INC CLASS A (V) - 1.92% | n/a (PLTR) - 0.73% |
| #21 | GE AEROSPACE (GE) - 1.90% | MOODYS CORP (MCO) - 0.71% |
| #22 | PROCTER & GAMBLE CO (PG) - 1.90% | WELLTOWER INC (WELL) - 0.71% |
| #23 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.89% | CADENCE DESIGN SYSTEMS INC (CDNS) - 0.70% |
| #24 | MASTERCARD INC CLASS A (MA) - 1.85% | SERVICENOW INC (NOW) - 0.69% |
| #25 | ELI LILLY AND CO (LLY) - 1.81% | AUTODESK INC (ADSK) - 0.69% |
| Total Holdings | 162 | 100 |
BIGY vs EGUS - Historical Returns
Returns include dividend reinvestment.
1M
BIGY
+0.72%
Winner
EGUS
+3.35%
3M
BIGY
+7.24%
Winner
EGUS
+13.50%
6M
BIGY
+4.58%
Winner
EGUS
+6.86%
1Y
BIGY
+23.81%
Winner
EGUS
+28.10%
5Y(CAGR)
BIGY
+21.45%
EGUS
N/A
Max(CAGR)
BIGY
+21.45%
Winner
EGUS
+26.08%
BIGY vs EGUS - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | BIGY | EGUS |
|---|---|---|
| 2026 | +4.81% | +8.38% |
| 2025 | +19.18% | +19.27% |
| 2024 | +0.22% | +35.23% |
| 2023 | N/A | +27.00% |
| 2022 | -22.52% | N/A |
| 2021 | -2.49% | N/A |
BIGY vs EGUS Drawdown Comparison
The maximum drawdown for BIGY was -50.17%, occurring on Mar 14, 2022. Recovery took 118 trading sessions.
The maximum drawdown for EGUS was -24.87%, occurring on Apr 8, 2025. Recovery took 131 trading sessions.
The current BIGY drawdown is -2.48%. The current EGUS drawdown is -4.73%.
| Rank | BIGY | EGUS |
|---|---|---|
| #1 | -50.17% Nov 9, 2021 - Nov 21, 2024 | -24.87% Dec 16, 2024 - Jun 27, 2025 |
| #2 | -18.95% Feb 19, 2025 - Jun 25, 2025 | -15.66% Nov 3, 2025 - Apr 27, 2026 |
| #3 | -9.41% Sep 3, 2021 - Oct 14, 2021 | -13.64% Jul 10, 2024 - Oct 29, 2024 |
| #4 | -8.34% Dec 26, 2025 - Apr 17, 2026 | -10.48% Jul 19, 2023 - Nov 14, 2023 |
| #5 | -4.44% Aug 5, 2021 - Aug 24, 2021 | -7.94% Feb 2, 2023 - Mar 31, 2023 |
| #6 | -4.43% Oct 29, 2025 - Dec 24, 2025 | -7.36% Mar 22, 2024 - May 15, 2024 |
| #7 | -3.91% Oct 25, 2021 - Nov 3, 2021 | -4.73% Jun 2, 2026 - Jun 5, 2026 |
| #8 | -3.79% Dec 26, 2024 - Jan 22, 2025 | -3.68% Dec 28, 2023 - Jan 18, 2024 |
| #9 | -2.81% Dec 11, 2024 - Dec 26, 2024 | -3.51% Oct 8, 2025 - Oct 24, 2025 |
| #10 | -2.60% Oct 8, 2025 - Oct 20, 2025 | -3.11% Oct 29, 2024 - Nov 6, 2024 |
| #11 | -2.54% Jan 23, 2025 - Feb 14, 2025 | -2.87% Feb 9, 2024 - Feb 22, 2024 |
| #12 | -2.48% Jun 2, 2026 - Jun 5, 2026 | -2.74% Nov 12, 2024 - Dec 2, 2024 |
| #13 | -1.96% Jul 28, 2025 - Aug 8, 2025 | -2.73% Jun 15, 2023 - Jun 30, 2023 |
| #14 | -1.80% Jul 26, 2021 - Jul 28, 2021 | -2.65% May 14, 2026 - May 28, 2026 |
| #15 | -1.73% Aug 15, 2025 - Aug 27, 2025 | -2.62% Jul 28, 2025 - Aug 8, 2025 |
Correlation
Correlation between BIGY and EGUS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2021 - 2026)
BIGY vs EGUS dividend yield comparison.
| Year | BIGY | EGUS |
|---|---|---|
| 2026 | 4.95% | 0.04% |
| 2025 | 12.49% | 0.22% |
| 2024 | 0.00% | 0.25% |
| 2023 | 0.00% | 0.36% |
| 2021 | 0.49% | 0.00% |
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