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FBY vs RFLR

Comparison between YIELDMAX(R) META OPTION INCOME STRATEGY ETF (FBY, ETF) and Innovator U.S. Small Cap Managed Floor ETF (RFLR, ETF).

FBY vs RFLR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FBY
$91M
RFLR
$90M
Expense Ratio
FBY
1.06%
Winner
RFLR
0.89%
Max Drawdown
FBY
64.16%
Winner
RFLR
15.80%
Sharpe Ratio
FBY
-0.26
Winner
RFLR
1.62
5Y Beta
FBY
1.08
Winner
RFLR
0.48
P/E Ratio
FBY
N/A
RFLR
-23.91
Forward P/E
FBY
N/A
RFLR
14.06
5Y EPS CAGR
FBY
N/A
RFLR
6.72%
P/S Ratio
FBY
N/A
RFLR
1.04
P/B Ratio
FBY
N/A
RFLR
1.69

FBY vs RFLR - Holdings Comparison

FBY and RFLR have 0 common holdings. Overlap is 0.00%

FBY's top 25 holdings weight is 3.36%. RFLR's top 25 holdings weight is 10.45%.

RankFBYRFLR
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.36%
US BANK MMDA USBGFS 9 (n/a) - 2.56%
#2N/A
OPTION ON ISHARES RUSSELL 2000 ETF (n/a) - 1.03%
#3N/A
IWM US 06/30/26 P195 (n/a) - 0.69%
#4N/A
IWM US 03/31/26 P180 (n/a) - 0.52%
#5N/A
FIRST BANCORP (FBP) - 0.41%
#6N/A
ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.40%
#7N/A
n/a (MP) - 0.34%
#8N/A
DYCOM INDUSTRIES INC (DY) - 0.33%
#9N/A
MOELIS & CO CLASS A (MC) - 0.30%
#10N/A
KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.29%
#11N/A
KORN FERRY (KFY) - 0.29%
#12N/A
CNX RESOURCES CORP (CNX) - 0.28%
#13N/A
APPFOLIO INC CLASS A (APPF) - 0.28%
#14N/A
SPIRE INC (SR) - 0.27%
#15N/A
LEVI STRAUSS & CO CLASS A (LEVI) - 0.26%
#16N/A
MARA HOLDINGS INC (MARA) - 0.25%
#17N/A
KADANT INC (KAI) - 0.25%
#18N/A
SANMINA CORP (SANM) - 0.25%
#19N/A
INTEGER HOLDINGS CORP (ITGR) - 0.25%
#20N/A
ARCHER AVIATION INC CLASS A (ACHR) - 0.20%
#21N/A
HANCOCK WHITNEY CORP (HWC) - 0.20%
#22N/A
LAUREATE EDUCATION INC SHS (LAUR) - 0.20%
#23N/A
NUSCALE POWER CORP CLASS A (SMR) - 0.20%
#24N/A
PJT PARTNERS INC CLASS A (PJT) - 0.20%
#25N/A
SL GREEN REALTY CORP (SLG) - 0.20%
Total Holdings11292

FBY vs RFLR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FBY
+11.34%
RFLR
+3.50%
3M
FBY
-2.56%
Winner
RFLR
+8.48%
6M
FBY
+2.29%
Winner
RFLR
+10.17%
1Y
FBY
-10.30%
Winner
RFLR
+26.78%
Max(CAGR)
Winner
FBY
+17.93%
RFLR
+16.15%

FBY vs RFLR - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearFBYRFLR
2026-2.10%+14.61%
2025+0.29%+11.53%
2024+46.81%+2.29%
2023+15.47%N/A

FBY vs RFLR Drawdown Comparison

The maximum drawdown for FBY was -31.47%, occurring on Apr 21, 2025. Recovery took 122 trading sessions.

The maximum drawdown for RFLR was -15.48%, occurring on Apr 8, 2025. Recovery took 188 trading sessions.

The current FBY drawdown is -17.03%. The current RFLR drawdown is -0.28%.

RankFBYRFLR
#1-31.47%
Feb 14, 2025 - Aug 12, 2025
-15.48%
Dec 2, 2024 - Sep 4, 2025
#2-29.46%
Aug 12, 2025 - Mar 27, 2026
-5.79%
Oct 27, 2025 - Dec 10, 2025
#3-15.32%
Apr 11, 2024 - Aug 21, 2024
-5.67%
Feb 9, 2026 - Apr 16, 2026
#4-11.24%
Jul 28, 2023 - Oct 6, 2023
-3.20%
May 8, 2026 - May 26, 2026
#5-9.91%
Oct 17, 2023 - Nov 13, 2023
-3.15%
Oct 6, 2025 - Oct 14, 2025
#6-5.26%
Nov 7, 2024 - Dec 2, 2024
-2.82%
Nov 11, 2024 - Nov 22, 2024
#7-5.22%
Nov 22, 2023 - Dec 15, 2023
-2.31%
Jan 22, 2026 - Feb 9, 2026
#8-5.06%
Jan 6, 2025 - Jan 23, 2025
-2.17%
Dec 11, 2025 - Jan 6, 2026
#9-4.87%
Dec 12, 2024 - Jan 6, 2025
-1.87%
Oct 18, 2024 - Nov 6, 2024
#10-4.50%
Feb 2, 2024 - Feb 15, 2024
-1.86%
Jun 4, 2026 - Jun 11, 2026
#11-3.95%
Mar 7, 2024 - Mar 21, 2024
-1.53%
Apr 21, 2026 - May 1, 2026
#12-3.94%
Aug 21, 2024 - Sep 12, 2024
-1.51%
Jun 30, 2026 - Jul 8, 2026
#13-3.30%
Oct 14, 2024 - Nov 7, 2024
-1.47%
Oct 15, 2025 - Oct 21, 2025
#14-3.12%
Mar 25, 2024 - Apr 5, 2024
-1.44%
Sep 30, 2024 - Oct 11, 2024
#15-3.00%
Dec 28, 2023 - Jan 10, 2024
-1.20%
Sep 19, 2024 - Sep 30, 2024

Correlation

Correlation between FBY and RFLR is -0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.22
-101

Dividend Comparison (2023 - 2026)

FBY vs RFLR dividend yield comparison.

YearFBYRFLR
202624.41%0.24%
202555.43%0.67%
202453.89%0.26%
20238.31%0.00%

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