HOOY vs SMDX
Comparison between YIELDMAX(R) HOOD OPTION INCOME STRATEGY ETF (HOOY, ETF) and INTECH S&P SMALL-MID CAP DIVERSIFIED ALPHA ETF (SMDX, ETF).
HOOY vs SMDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HOOY
$133M
Winner
SMDX
$133M
Expense Ratio
HOOY
0.99%
Winner
SMDX
0.35%
Max Drawdown
HOOY
67.16%
Winner
SMDX
14.52%
Sharpe Ratio
HOOY
0.15
Winner
SMDX
1.18
5Y Beta
HOOY
2.41
Winner
SMDX
0.94
P/E Ratio
HOOY
N/A
SMDX
21.98
Forward P/E
HOOY
N/A
SMDX
15.64
5Y EPS CAGR
HOOY
N/A
SMDX
15.36%
Debt to Equity
HOOY
N/A
SMDX
35.89%
P/S Ratio
HOOY
N/A
SMDX
1.36
P/B Ratio
HOOY
N/A
SMDX
2.69
HOOY vs SMDX - Holdings Comparison
HOOY and SMDX have 2 common holdings. Overlap is -41.68%
HOOY's top 25 holdings weight is 34.28%. SMDX's top 25 holdings weight is 18.38%.
| Rank | HOOY | SMDX |
|---|---|---|
| #1 | OTHER ASSETS AND LIABILITIES (n/a) - 53.31% | JONES LANG LASALLE INC (JLL) - 1.07% |
| #2 | HOOD US 12/19/25 C145 (n/a) - 15.60% | UNITED THERAPEUTICS CORP (UTHR) - 1.02% |
| #3 | UNITED STATES TREASURY NOTES 3.88% (n/a) - 9.27% | US FOODS HOLDING CORP (USFD) - 0.99% |
| #4 | CASH OFFSET (n/a) - 2.06% | EAST WEST BANCORP INC (EWBC) - 0.96% |
| #5 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.32% | EXELIXIS INC (EXEL) - 0.92% |
| #6 | HOOD US 11/28/25 C122 (n/a) - 0.28% | XPO INC (XPO) - 0.91% |
| #7 | HOOD US 11/28/25 C120 (n/a) - 0.28% | TENET HEALTHCARE CORP (THC) - 0.85% |
| #8 | HOOD US 11/28/25 C117 (n/a) - 0.26% | AECOM (ACM) - 0.83% |
| #9 | HOOD US 11/28/25 C118 (n/a) - 0.21% | EVERPURE INC CLASS A (P) - 0.82% |
| #10 | HOOD US 11/28/25 C119 (n/a) - 0.18% | LAMAR ADVERTISING CO CLASS A (LAMR) - 0.81% |
| #11 | HOOD US 11/28/25 C128 (n/a) - 0.13% | WOODWARD INC (WWD) - 0.75% |
| #12 | HOOD US 11/28/25 C134 (n/a) - 0.07% | MASTEC INC (MTZ) - 0.74% |
| #13 | HOOD US 11/28/25 C126 (n/a) - -0.23% | VALLEY NATIONAL BANCORP (VLY) - 0.72% |
| #14 | HOOD US 11/28/25 C121 (n/a) - -0.34% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.71% |
| #15 | HOOD US 11/28/25 C114 (n/a) - -0.59% | MKS INC (MKSI) - 0.68% |
| #16 | HOOD US 11/28/25 C113 (n/a) - -0.66% | ENCOMPASS HEALTH CORP (EHC) - 0.67% |
| #17 | HOOD US 11/28/25 C111 (n/a) - -0.78% | COGNEX CORP (CGNX) - 0.65% |
| #18 | HOOD US 11/28/25 C110 (n/a) - -0.86% | NVENT ELECTRIC PLC (NVT) - 0.65% |
| #19 | HOOD US 11/28/25 C109 (n/a) - -0.97% | UNIVERSAL DISPLAY CORP (OLED) - 0.63% |
| #20 | HOOD US 11/28/25 C112 (n/a) - -1.27% | RYDER SYSTEM INC (R) - 0.62% |
| #21 | HOOD 12/19/2025 145.01 P (n/a) - -41.99% | THE TORO CO (TTC) - 0.56% |
| #22 | N/A | FIRST HORIZON CORP (FHN) - 0.56% |
| #23 | N/A | MAXLINEAR INC (MXL) - 0.42% |
| #24 | N/A | ONTO INNOVATION INC (ONTO) - 0.42% |
| #25 | N/A | VALMONT INDUSTRIES INC (VMI) - 0.42% |
| Total Holdings | 21 | 490 |
HOOY vs SMDX - Historical Returns
Returns include dividend reinvestment.
1M
HOOY
-0.38%
Winner
SMDX
+0.57%
3M
Winner
HOOY
+14.62%
SMDX
+4.05%
6M
HOOY
-3.29%
Winner
SMDX
+11.39%
1Y
HOOY
-3.82%
Winner
SMDX
+22.56%
Max(CAGR)
Winner
HOOY
+43.73%
SMDX
+22.58%
HOOY vs SMDX - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | HOOY | SMDX |
|---|---|---|
| 2026 | -8.05% | +14.99% |
| 2025 | +66.02% | +14.21% |
HOOY vs SMDX Drawdown Comparison
The maximum drawdown for HOOY was -51.00%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The maximum drawdown for SMDX was -14.52%, occurring on Apr 7, 2025. Recovery took 50 trading sessions.
The current HOOY drawdown is -29.92%. The current SMDX drawdown is -2.15%.
| Rank | HOOY | SMDX |
|---|---|---|
| #1 | -51.00% Oct 9, 2025 - Mar 30, 2026 | -14.52% Feb 28, 2025 - May 12, 2025 |
| #2 | -8.63% Aug 18, 2025 - Sep 8, 2025 | -8.66% Feb 6, 2026 - Apr 14, 2026 |
| #3 | -6.98% Jul 18, 2025 - Aug 7, 2025 | -6.74% Oct 27, 2025 - Nov 28, 2025 |
| #4 | -5.26% Jul 2, 2025 - Jul 10, 2025 | -5.15% Sep 11, 2025 - Oct 24, 2025 |
| #5 | -4.25% Aug 8, 2025 - Aug 18, 2025 | -4.44% May 6, 2026 - Jun 4, 2026 |
| #6 | -2.99% May 22, 2025 - May 27, 2025 | -3.79% Jul 25, 2025 - Aug 12, 2025 |
| #7 | -2.77% Jun 11, 2025 - Jun 16, 2025 | -3.74% May 16, 2025 - Jun 23, 2025 |
| #8 | -2.72% Sep 24, 2025 - Sep 29, 2025 | -3.16% Jul 10, 2025 - Jul 25, 2025 |
| #9 | -2.54% May 27, 2025 - May 30, 2025 | -2.70% Jun 30, 2026 - Jul 8, 2026 |
| #10 | -2.50% Oct 3, 2025 - Oct 8, 2025 | -2.52% Dec 11, 2025 - Jan 6, 2026 |
| #11 | -2.39% Sep 9, 2025 - Sep 17, 2025 | -2.21% Apr 20, 2026 - May 6, 2026 |
| #12 | -2.11% May 13, 2025 - May 19, 2025 | -1.76% Aug 13, 2025 - Aug 22, 2025 |
| #13 | -2.03% Jun 6, 2025 - Jun 11, 2025 | -1.69% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -1.51% Jun 30, 2025 - Jul 2, 2025 | -1.56% Jan 21, 2026 - Feb 4, 2026 |
| #15 | -1.48% Jun 20, 2025 - Jun 24, 2025 | -1.55% Jun 12, 2026 - Jun 25, 2026 |
Correlation
Correlation between HOOY and SMDX is -0.21 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.21
-101
Dividend Comparison (2025 - 2026)
HOOY vs SMDX dividend yield comparison.
| Year | HOOY | SMDX |
|---|---|---|
| 2026 | 47.96% | 0.00% |
| 2025 | 82.87% | 0.61% |
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