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DIAL vs YMAX

Comparison between COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF (DIAL, ETF) and YIELDMAX(R) UNIVERSE FUND OF OPTION INCOME ETFS (YMAX, ETF).

DIAL vs YMAX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
DIAL
$386M
YMAX
$386M
Expense Ratio
Winner
DIAL
0.29%
YMAX
1.33%
Max Drawdown
Winner
DIAL
25.94%
YMAX
66.76%
Sharpe Ratio
DIAL
-0.04
Winner
YMAX
0.10
5Y Beta
Winner
DIAL
0.13
YMAX
1.26
5Y Dividends CAGR
DIAL
9.40%
YMAX
N/A

DIAL vs YMAX - Historical Returns

Returns include dividend reinvestment.

1M
DIAL
+0.15%
Winner
YMAX
+4.00%
3M
DIAL
+0.55%
Winner
YMAX
+2.48%
6M
DIAL
-0.92%
Winner
YMAX
+16.90%
1Y
Winner
DIAL
+3.91%
YMAX
+3.65%
5Y(CAGR)
DIAL
+0.43%
YMAX
N/A
10Y(CAGR)
DIAL
+2.41%
YMAX
N/A
Max(CAGR)
DIAL
+2.41%
Winner
YMAX
+14.34%

DIAL vs YMAX - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearDIALYMAX
2026+0.73%+4.69%
2025+9.81%+5.61%
2024+2.47%+26.33%
2023+7.97%N/A
2022-15.42%N/A
2021-0.92%N/A
2020+8.81%N/A
2019+14.17%N/A
2018-2.03%N/A
2017+0.00%N/A

DIAL vs YMAX Drawdown Comparison

The maximum drawdown for DIAL was -22.20%, occurring on Oct 20, 2022. Recovery took 1204 trading sessions.

The maximum drawdown for YMAX was -26.11%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current DIAL drawdown is -1.08%. The current YMAX drawdown is -6.41%.

RankDIALYMAX
#1-22.20%
Dec 31, 2020 - Oct 17, 2025
-26.11%
Oct 8, 2025 - Mar 30, 2026
#2-19.11%
Mar 6, 2020 - Jun 10, 2020
-25.43%
Dec 6, 2024 - Jun 26, 2025
#3-3.82%
Jan 4, 2018 - Jan 30, 2019
-12.73%
Jul 15, 2024 - Oct 29, 2024
#4-3.34%
Feb 27, 2026 - Mar 27, 2026
-7.77%
Mar 28, 2024 - May 20, 2024
#5-1.76%
Aug 10, 2020 - Nov 5, 2020
-5.55%
Jul 28, 2025 - Sep 18, 2025
#6-1.29%
Oct 13, 2017 - Dec 6, 2017
-3.00%
Feb 15, 2024 - Feb 22, 2024
#7-1.20%
Sep 6, 2019 - Nov 26, 2019
-2.92%
Oct 29, 2024 - Nov 6, 2024
#8-0.94%
Oct 27, 2025 - Dec 3, 2025
-2.46%
Jun 12, 2024 - Jul 5, 2024
#9-0.92%
Jun 10, 2020 - Jul 7, 2020
-2.37%
Sep 22, 2025 - Oct 2, 2025
#10-0.71%
Feb 12, 2019 - Feb 22, 2019
-2.31%
Mar 1, 2024 - Mar 12, 2024
#11-0.70%
Dec 15, 2017 - Jan 4, 2018
-2.23%
Jan 29, 2024 - Feb 2, 2024
#12-0.65%
May 1, 2019 - May 23, 2019
-2.11%
May 21, 2024 - Jun 5, 2024
#13-0.60%
Jul 3, 2019 - Jul 30, 2019
-2.09%
Nov 11, 2024 - Nov 19, 2024
#14-0.59%
Feb 28, 2020 - Mar 4, 2020
-1.84%
Mar 12, 2024 - Mar 20, 2024
#15-0.57%
Jul 14, 2020 - Jul 16, 2020
-1.72%
Feb 12, 2024 - Feb 14, 2024

Correlation

Correlation between DIAL and YMAX is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (2017 - 2026)

DIAL vs YMAX dividend yield comparison.

YearDIALYMAX
20263.07%34.50%
20254.81%78.70%
20244.67%44.20%
20233.77%0.00%
20223.47%0.00%
20212.46%0.00%
20202.61%0.00%
20193.27%0.00%
20183.56%0.00%
20170.65%0.00%

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