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DIPS vs USFI

Comparison between YIELDMAX(R) SHORT NVDA OPTION INCOME STRATEGY ETF (DIPS, ETF) and BrandywineGLOBAL - U.S. Fixed Income ETF (USFI, ETF).

DIPS vs USFI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DIPS
$9.80M
USFI
$9.80M
Expense Ratio
DIPS
1.05%
Winner
USFI
0.39%
Max Drawdown
DIPS
83.93%
Winner
USFI
9.15%
Sharpe Ratio
DIPS
-0.95
Winner
USFI
0.43
5Y Beta
Winner
DIPS
-1.49
USFI
0.00

DIPS vs USFI - Historical Returns

Returns include dividend reinvestment.

1M
DIPS
-3.81%
Winner
USFI
+0.48%
3M
DIPS
-9.24%
Winner
USFI
+0.35%
6M
DIPS
-7.96%
Winner
USFI
+1.06%
1Y
DIPS
-25.02%
Winner
USFI
+5.38%
Max(CAGR)
DIPS
-31.43%
Winner
USFI
+4.14%

DIPS vs USFI - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearDIPSUSFI
2026-5.32%+0.97%
2025-31.15%+7.00%
2024-23.18%+1.78%
2023N/A+2.89%

DIPS vs USFI Drawdown Comparison

The maximum drawdown for DIPS was -60.03%, occurring on May 14, 2026. This drawdown has not yet recovered.

The maximum drawdown for USFI was -8.47%, occurring on Oct 19, 2023. Recovery took 95 trading sessions.

The current DIPS drawdown is -54.53%. The current USFI drawdown is -0.26%.

RankDIPSUSFI
#1-60.03%
Aug 7, 2024 - May 14, 2026
-8.47%
Jul 31, 2023 - Dec 13, 2023
#2-2.82%
Aug 5, 2024 - Aug 7, 2024
-6.37%
Dec 27, 2023 - Jul 31, 2024
#3-2.48%
Jul 30, 2024 - Aug 1, 2024
-5.67%
Sep 16, 2024 - Sep 4, 2025
#4N/A-2.08%
Aug 5, 2024 - Sep 4, 2024
#5N/A-1.07%
Sep 11, 2025 - Oct 16, 2025
#6N/A-0.90%
Nov 26, 2025 - Feb 13, 2026
#7N/A-0.90%
Oct 22, 2025 - Nov 25, 2025
#8N/A-0.79%
Feb 27, 2026 - May 12, 2026
#9N/A-0.55%
May 12, 2026 - May 26, 2026
#10N/A-0.43%
Dec 14, 2023 - Dec 20, 2023
#11N/A-0.40%
Sep 8, 2025 - Sep 11, 2025
#12N/A-0.32%
Dec 20, 2023 - Dec 27, 2023
#13N/A-0.31%
Sep 10, 2024 - Sep 16, 2024
#14N/A-0.26%
Jun 2, 2026 - Jun 5, 2026
#15N/A-0.12%
Oct 16, 2025 - Oct 20, 2025

Correlation

Correlation between DIPS and USFI is -0.83 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.83
-101

Dividend Comparison (2023 - 2026)

DIPS vs USFI dividend yield comparison.

YearDIPSUSFI
202621.38%1.81%
202596.20%4.42%
202424.18%4.60%
20230.00%1.83%

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