CONY vs SIZE
Comparison between YIELDMAX(R) COIN OPTION INCOME STRATEGY ETF (CONY, ETF) and ISHARES MSCI USA SIZE FACTOR ETF (SIZE, ETF).
CONY vs SIZE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CONY
$423M
SIZE
$422M
Expense Ratio
CONY
1.04%
Winner
SIZE
0.15%
Max Drawdown
CONY
93.25%
Winner
SIZE
39.15%
Sharpe Ratio
CONY
-0.84
Winner
SIZE
1.10
5Y Beta
CONY
2.08
Winner
SIZE
0.87
P/E Ratio
CONY
N/A
SIZE
25.80
Forward P/E
CONY
N/A
SIZE
17.57
5Y Dividends CAGR
CONY
N/A
SIZE
9.56%
5Y EPS CAGR
CONY
N/A
SIZE
12.18%
Debt to Equity
CONY
N/A
SIZE
17.26%
P/S Ratio
CONY
N/A
SIZE
2.04
P/B Ratio
CONY
N/A
SIZE
3.44
CONY vs SIZE - Holdings Comparison
CONY and SIZE have 1 common holdings. Overlap is -10.89%
CONY's top 25 holdings weight is 7.11%. SIZE's top 25 holdings weight is 7.15%.
| Rank | CONY | SIZE |
|---|---|---|
| #1 | COIN US 06/18/26 C170 (n/a) - 12.92% | UNITED RENTALS INC (URI) - 0.42% |
| #2 | COIN US 07/17/26 C190 (n/a) - 11.81% | TOAST INC CLASS A (TOST) - 0.42% |
| #3 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.82% | VULCAN MATERIALS CO (VMC) - 0.42% |
| #4 | OTHER ASSETS AND LIABILITIES (n/a) - 2.16% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.40% |
| #5 | COIN US 05/22/26 C202.5 (n/a) - 0.44% | n/a (DELL) - 0.32% |
| #6 | COIN US 05/29/26 C207.5 (n/a) - 0.41% | MARVELL TECHNOLOGY INC (MRVL) - 0.29% |
| #7 | COIN US 05/29/26 C205 (n/a) - 0.31% | ASTERA LABS INC (ALAB) - 0.29% |
| #8 | COIN US 05/22/26 C192.5 (n/a) - 0.27% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.28% |
| #9 | COIN US 05/22/26 C195 (n/a) - 0.11% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.28% |
| #10 | COIN US 05/22/26 C205 (n/a) - 0.07% | WESTERN DIGITAL CORP (WDC) - 0.28% |
| #11 | COIN US 05/29/26 C202.5 (n/a) - 0.06% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.26% |
| #12 | COIN US 05/22/26 C210 (n/a) - 0.05% | OKTA INC CLASS A (OKTA) - 0.26% |
| #13 | COIN US 05/29/26 C200 (n/a) - 0.04% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.26% |
| #14 | COIN US 05/29/26 C195 (n/a) - -0.10% | SHARKNINJA INC (SN) - 0.26% |
| #15 | COIN US 05/22/26 C200 (n/a) - -0.11% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.26% |
| #16 | COIN US 05/29/26 C192.5 (n/a) - -0.38% | WILLIAMS-SONOMA INC (WSM) - 0.25% |
| #17 | COIN US 05/22/26 C190 (n/a) - -0.54% | MICRON TECHNOLOGY INC (MU) - 0.25% |
| #18 | COIN US 05/22/26 C197.5 (n/a) - -0.70% | NETAPP INC (NTAP) - 0.25% |
| #19 | US DOLLARS (n/a) - -0.76% | APPLIED MATERIALS INC (AMAT) - 0.25% |
| #20 | COIN US 05/29/26 C197.5 (n/a) - -1.18% | UNITED AIRLINES HOLDINGS INC (UAL) - 0.25% |
| #21 | CASH OFFSET (n/a) - -3.42% | LAM RESEARCH CORP (LRCX) - 0.24% |
| #22 | COIN 06/18/2026 170.01 P (n/a) - -6.28% | KLA CORP (KLAC) - 0.24% |
| #23 | COIN 07/17/2026 190.01 P (n/a) - -10.89% | INTERNATIONAL PAPER CO (IP) - 0.24% |
| #24 | N/A | BEST BUY CO INC (BBY) - 0.24% |
| #25 | N/A | AMPHENOL CORP CLASS A (APH) - 0.24% |
| Total Holdings | 23 | 527 |
CONY vs SIZE - Historical Returns
Returns include dividend reinvestment.
1M
CONY
-8.99%
Winner
SIZE
+1.12%
3M
CONY
-14.31%
Winner
SIZE
+10.58%
6M
CONY
-29.69%
Winner
SIZE
+7.56%
1Y
CONY
-47.66%
Winner
SIZE
+17.55%
5Y(CAGR)
CONY
N/A
SIZE
+8.11%
10Y(CAGR)
CONY
N/A
SIZE
+11.75%
Max(CAGR)
CONY
+8.79%
Winner
SIZE
+11.87%
CONY vs SIZE - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | CONY | SIZE |
|---|---|---|
| 2026 | -26.96% | +8.44% |
| 2025 | -27.76% | +10.84% |
| 2024 | +36.48% | +14.77% |
| 2023 | +80.53% | +18.03% |
| 2022 | N/A | -15.76% |
| 2021 | N/A | +27.05% |
| 2020 | N/A | +15.82% |
| 2019 | N/A | +29.23% |
| 2018 | N/A | -6.57% |
| 2017 | N/A | +18.56% |
| 2016 | N/A | +15.89% |
| 2015 | N/A | +1.92% |
| 2014 | N/A | +16.07% |
| 2013 | N/A | +16.41% |
CONY vs SIZE Drawdown Comparison
The maximum drawdown for CONY was -63.17%, occurring on Feb 12, 2026. This drawdown has not yet recovered.
The maximum drawdown for SIZE was -39.15%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The current CONY drawdown is -56.71%. The current SIZE drawdown is -1.21%.
| Rank | CONY | SIZE |
|---|---|---|
| #1 | -63.17% Jul 18, 2025 - Feb 12, 2026 | -39.15% Feb 20, 2020 - Oct 12, 2020 |
| #2 | -50.02% Dec 6, 2024 - Jul 17, 2025 | -24.01% Nov 16, 2021 - Feb 15, 2024 |
| #3 | -37.08% Apr 11, 2024 - Nov 8, 2024 | -18.71% Nov 29, 2024 - Jul 3, 2025 |
| #4 | -29.03% Dec 28, 2023 - Mar 4, 2024 | -18.66% Sep 21, 2018 - Mar 21, 2019 |
| #5 | -13.55% Sep 14, 2023 - Oct 24, 2023 | -12.77% Aug 17, 2015 - Apr 1, 2016 |
| #6 | -13.23% Nov 11, 2024 - Dec 4, 2024 | -7.97% Feb 26, 2026 - Apr 17, 2026 |
| #7 | -9.46% Oct 24, 2023 - Nov 2, 2023 | -7.70% Jan 26, 2018 - Aug 17, 2018 |
| #8 | -8.46% Mar 12, 2024 - Mar 21, 2024 | -7.11% Jul 24, 2019 - Nov 1, 2019 |
| #9 | -6.81% Aug 15, 2023 - Aug 29, 2023 | -6.97% Sep 8, 2014 - Oct 30, 2014 |
| #10 | -6.26% Mar 28, 2024 - Apr 11, 2024 | -6.92% Apr 30, 2019 - Jun 20, 2019 |
| #11 | -3.78% Dec 8, 2023 - Dec 13, 2023 | -6.51% Mar 28, 2024 - Jul 16, 2024 |
| #12 | -3.29% Mar 4, 2024 - Mar 6, 2024 | -6.19% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -2.88% Dec 4, 2024 - Dec 6, 2024 | -6.03% Jul 16, 2024 - Aug 19, 2024 |
| #14 | -2.76% Dec 5, 2023 - Dec 8, 2023 | -5.71% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -2.41% Mar 25, 2024 - Mar 28, 2024 | -5.50% May 21, 2013 - Jul 22, 2013 |
Correlation
Correlation between CONY and SIZE is 0.23 which considered as a very weak or no correlation - the stocks move independently of each other.
0.23
-101
Dividend Comparison (2013 - 2026)
CONY vs SIZE dividend yield comparison.
| Year | CONY | SIZE |
|---|---|---|
| 2026 | 45.16% | 0.60% |
| 2025 | 192.07% | 1.50% |
| 2024 | 155.66% | 1.53% |
| 2023 | 16.43% | 1.42% |
| 2022 | 0.00% | 1.59% |
| 2021 | 0.00% | 1.19% |
| 2020 | 0.00% | 1.43% |
| 2019 | 0.00% | 1.35% |
| 2018 | 0.00% | 2.43% |
| 2017 | 0.00% | 1.58% |
| 2016 | 0.00% | 1.88% |
| 2015 | 0.00% | 1.95% |
| 2014 | 0.00% | 1.78% |
| 2013 | 0.00% | 1.41% |
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