CDC vs ULTY
Comparison between VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF (CDC, ETF) and YIELDMAX(R) ULTRA OPTION INCOME STRATEGY ETF (ULTY, ETF).
CDC vs ULTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CDC
$738M
Winner
ULTY
$741M
Expense Ratio
Winner
CDC
0.35%
ULTY
1.30%
Max Drawdown
Winner
CDC
25.69%
ULTY
87.36%
Sharpe Ratio
Winner
CDC
1.52
ULTY
-0.20
5Y Beta
Winner
CDC
0.42
ULTY
1.20
P/E Ratio
CDC
17.88
Winner
ULTY
-8.74
Forward P/E
Winner
CDC
14.58
ULTY
22.33
PEG Ratio
CDC
0.51
ULTY
N/A
5Y Dividends CAGR
CDC
9.41%
ULTY
N/A
5Y EPS CAGR
CDC
5.42%
ULTY
N/A
Debt to Equity
Winner
CDC
-48.37%
ULTY
66.52%
P/S Ratio
Winner
CDC
1.66
ULTY
6.56
P/B Ratio
Winner
CDC
2.28
ULTY
4.03
CDC vs ULTY - Holdings Comparison
CDC and ULTY have 1 common holdings. Overlap is -0.36%
CDC's top 25 holdings weight is 33.65%. ULTY's top 25 holdings weight is 98.40%.
| Rank | CDC | ULTY |
|---|---|---|
| #1 | DUKE ENERGY CORP (DUK) - 1.56% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 5.59% |
| #2 | FIRSTENERGY CORP (FE) - 1.55% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 5.54% |
| #3 | EVERGY INC (EVRG) - 1.54% | UPSTART HOLDINGS INC ORDINARY SHARES (UPST) - 5.44% |
| #4 | COCA-COLA CO (KO) - 1.54% | RIGETTI COMPUTING INC (RGTI) - 5.40% |
| #5 | WEC ENERGY GROUP INC (WEC) - 1.51% | IONQ INC CLASS A (IONQ) - 4.89% |
| #6 | ALLIANT ENERGY CORP (LNT) - 1.49% | NUSCALE POWER CORP CLASS A (SMR) - 4.78% |
| #7 | DTE ENERGY CO (DTE) - 1.43% | STRATEGY CLASS A (MSTR) - 4.77% |
| #8 | SOUTHERN CO (SO) - 1.40% | n/a (COIN) - 4.68% |
| #9 | CMS ENERGY CORP (CMS) - 1.40% | MARA HOLDINGS INC (MARA) - 4.63% |
| #10 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.39% | INNODATA INC (INOD) - 4.27% |
| #11 | DOMINION ENERGY INC (D) - 1.34% | REDDIT INC CLASS A SHARES (RDDT) - 4.24% |
| #12 | STATE STREET CORP (STT) - 1.33% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 4.09% |
| #13 | CONSOLIDATED EDISON INC (ED) - 1.33% | n/a (GLXY) - 4.09% |
| #14 | METLIFE INC (MET) - 1.31% | APPLIED OPTOELECTRONICS INC (AAOI) - 3.82% |
| #15 | CNA FINANCIAL CORP (CNA) - 1.30% | BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 3.58% |
| #16 | PRUDENTIAL FINANCIAL INC (PRU) - 1.27% | OKLO INC CLASS A SHARES (OKLO) - 3.53% |
| #17 | PPL CORP (PPL) - 1.26% | n/a (PLTR) - 3.45% |
| #18 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.25% | SUPER MICRO COMPUTER INC (SMCI) - 3.33% |
| #19 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.23% | SNAP INC CLASS A (SNAP) - 3.14% |
| #20 | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.22% | n/a (ASTS) - 2.84% |
| #21 | M&T BANK CORP (MTB) - 1.21% | DEPOSITS WITH BROKER FOR SHORT POSITIONS (n/a) - 2.75% |
| #22 | PHILLIPS 66 (PSX) - 1.20% | US DOLLARS (n/a) - 2.60% |
| #23 | U.S. BANCORP (USB) - 1.20% | TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 2.49% |
| #24 | XCEL ENERGY INC (XEL) - 1.20% | VERTIV HOLDINGS CO CLASS A (VRT) - 2.25% |
| #25 | PROCTER & GAMBLE CO (PG) - 1.19% | VISTRA CORP (VST) - 2.21% |
| Total Holdings | 102 | 153 |
CDC vs ULTY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CDC
+2.06%
ULTY
+1.89%
3M
Winner
CDC
+6.53%
ULTY
-0.07%
6M
Winner
CDC
+7.07%
ULTY
+5.45%
1Y
Winner
CDC
+21.06%
ULTY
-2.59%
5Y(CAGR)
CDC
+6.77%
ULTY
N/A
10Y(CAGR)
CDC
+10.37%
ULTY
N/A
Max(CAGR)
Winner
CDC
+10.24%
ULTY
+3.57%
CDC vs ULTY - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | CDC | ULTY |
|---|---|---|
| 2026 | +18.54% | +7.90% |
| 2025 | +8.93% | -1.24% |
| 2024 | +13.99% | +1.00% |
| 2023 | -5.55% | N/A |
| 2022 | -8.07% | N/A |
| 2021 | +35.17% | N/A |
| 2020 | +12.93% | N/A |
| 2019 | +19.64% | N/A |
| 2018 | -6.07% | N/A |
| 2017 | +15.43% | N/A |
| 2016 | +21.97% | N/A |
| 2015 | -0.32% | N/A |
| 2014 | +7.22% | N/A |
CDC vs ULTY Drawdown Comparison
The maximum drawdown for CDC was -21.36%, occurring on Aug 24, 2023. Recovery took 654 trading sessions.
The maximum drawdown for ULTY was -26.53%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current CDC drawdown is -0.84%. The current ULTY drawdown is -10.99%.
| Rank | CDC | ULTY |
|---|---|---|
| #1 | -21.36% Apr 20, 2022 - Nov 25, 2024 | -26.53% Feb 18, 2025 - Jun 24, 2025 |
| #2 | -18.27% Jan 17, 2020 - Jun 5, 2020 | -24.14% Oct 9, 2025 - Mar 30, 2026 |
| #3 | -15.13% Sep 14, 2018 - Oct 23, 2019 | -20.51% Mar 4, 2024 - Nov 11, 2024 |
| #4 | -12.70% Nov 29, 2024 - Aug 13, 2025 | -6.51% Dec 6, 2024 - Feb 18, 2025 |
| #5 | -10.88% Jun 8, 2020 - Nov 9, 2020 | -5.03% Jul 18, 2025 - Sep 15, 2025 |
| #6 | -9.89% Oct 22, 2015 - Mar 3, 2016 | -3.47% Nov 11, 2024 - Nov 22, 2024 |
| #7 | -9.76% Dec 29, 2014 - Oct 22, 2015 | -2.61% Sep 19, 2025 - Oct 6, 2025 |
| #8 | -9.29% Jan 26, 2018 - Aug 17, 2018 | -1.75% Jun 30, 2025 - Jul 2, 2025 |
| #9 | -5.67% Mar 2, 2026 - Apr 30, 2026 | -0.80% Jun 26, 2025 - Jun 30, 2025 |
| #10 | -5.49% May 10, 2021 - Aug 11, 2021 | -0.80% Jul 3, 2025 - Jul 9, 2025 |
| #11 | -5.42% Jan 14, 2022 - Mar 25, 2022 | -0.70% Nov 25, 2024 - Nov 29, 2024 |
| #12 | -4.81% Nov 15, 2021 - Dec 15, 2021 | -0.54% Oct 6, 2025 - Oct 8, 2025 |
| #13 | -4.80% Jan 14, 2021 - Feb 8, 2021 | -0.32% Jul 10, 2025 - Jul 14, 2025 |
| #14 | -4.68% Jun 23, 2016 - Jul 1, 2016 | -0.32% Jun 24, 2025 - Jun 26, 2025 |
| #15 | -4.61% Sep 2, 2021 - Oct 20, 2021 | -0.20% Nov 29, 2024 - Dec 4, 2024 |
Correlation
Correlation between CDC and ULTY is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.45
-101
Dividend Comparison (2014 - 2026)
CDC vs ULTY dividend yield comparison.
| Year | CDC | ULTY |
|---|---|---|
| 2026 | 1.74% | 49.86% |
| 2025 | 3.36% | 142.99% |
| 2024 | 3.32% | 111.70% |
| 2023 | 4.24% | 0.00% |
| 2022 | 3.48% | 0.00% |
| 2021 | 2.65% | 0.00% |
| 2020 | 2.48% | 0.00% |
| 2019 | 3.04% | 0.00% |
| 2018 | 3.37% | 0.00% |
| 2017 | 2.81% | 0.00% |
| 2016 | 2.99% | 0.00% |
| 2015 | 3.17% | 0.00% |
| 2014 | 1.20% | 0.00% |
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