HIYY vs EDGE

Comparison between YieldMax HIMS Option Income Strategy ETF (HIYY, ETF) and MRBL ENHANCED EQUITY ETF (EDGE, ETF).

HIYY vs EDGE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HIYY(ETF)	EDGE(ETF)
Net Assets	$10M	$10M
Expense Ratio	1.01%	0.74%
Max Drawdown	81.04%	20.66%
Sharpe Ratio	-0.34	1.35
5Y Beta	2.01	0.67

Net Assets

HIYY

$10M

EDGE

$10M

Expense Ratio

HIYY

1.01%

Winner

EDGE

0.74%

Max Drawdown

HIYY

81.04%

Winner

EDGE

20.66%

Sharpe Ratio

HIYY

-0.34

Winner

EDGE

1.35

5Y Beta

HIYY

2.01

Winner

EDGE

0.67

HIYY vs EDGE - Holdings Comparison

HIYY and EDGE have 1 common holdings. Overlap is 3.96%

HIYY's top 25 holdings weight is 3.96%. EDGE's top 25 holdings weight is 9.35%.

Rank	HIYY	EDGE
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.96%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 9.35%
#2	N/A	N/A
#3	N/A	N/A
#4	N/A	N/A
#5	N/A	N/A
#6	N/A	N/A
#7	N/A	N/A
#8	N/A	N/A
#9	N/A	N/A
#10	N/A	N/A
#11	N/A	N/A
#12	N/A	N/A
#13	N/A	N/A
#14	N/A	N/A
#15	N/A	N/A
#16	N/A	N/A
#17	N/A	N/A
#18	N/A	N/A
#19	N/A	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	1	1

HIYY vs EDGE - Historical Returns

Returns include dividend reinvestment.

Period	HIYY	EDGE
1 month	+1.32%	+1.08%
3 months	+12.27%	+4.47%
6 months	+6.49%	+7.89%
1 year	-37.33%	+20.92%
Max(CAGR)	-43.06%	+14.99%

Winner

HIYY

+1.32%

EDGE

+1.08%

Winner

HIYY

+12.27%

EDGE

+4.47%

HIYY

+6.49%

Winner

EDGE

+7.89%

HIYY

-37.33%

Winner

EDGE

+20.92%

Max(CAGR)

HIYY

-43.06%

Winner

EDGE

+14.99%

HIYY vs EDGE - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	HIYY	EDGE
2026	-3.00%	+8.97%
2025	-36.95%	+13.16%

HIYY vs EDGE Drawdown Comparison

The maximum drawdown for HIYY was -73.82%, occurring on Mar 3, 2026. This drawdown has not yet recovered.

The maximum drawdown for EDGE was -20.66%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.

The current HIYY drawdown is -43.05%. The current EDGE drawdown is -2.10%.

Rank	HIYY	EDGE
#1	-73.82% Oct 15, 2025 - Mar 3, 2026	-20.66% Feb 19, 2025 - Jul 24, 2025
#2	-9.32% Sep 29, 2025 - Oct 15, 2025	-9.01% Feb 9, 2026 - Apr 13, 2026
#3	-4.63% Sep 23, 2025 - Sep 26, 2025	-3.92% Nov 12, 2025 - Nov 28, 2025
#4	N/A	-3.80% Jun 4, 2026 - Jun 15, 2026
#5	N/A	-2.75% Feb 2, 2026 - Feb 9, 2026
#6	N/A	-2.74% Oct 8, 2025 - Oct 20, 2025
#7	N/A	-2.32% Jun 15, 2026 - Jul 6, 2026
#8	N/A	-2.28% Jan 12, 2026 - Jan 26, 2026
#9	N/A	-2.10% Jul 10, 2026 - Jul 23, 2026
#10	N/A	-1.82% Jul 28, 2025 - Aug 8, 2025
#11	N/A	-1.59% Jan 23, 2025 - Feb 13, 2025
#12	N/A	-1.53% Dec 11, 2025 - Dec 19, 2025
#13	N/A	-1.40% Oct 28, 2025 - Nov 10, 2025
#14	N/A	-1.31% May 14, 2026 - May 22, 2026
#15	N/A	-1.23% Aug 14, 2025 - Aug 22, 2025

Correlation

Correlation between HIYY and EDGE is -0.32 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.32

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