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IDGT vs YMAX

Comparison between ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF (IDGT, ETF) and YIELDMAX(R) UNIVERSE FUND OF OPTION INCOME ETFS (YMAX, ETF).

IDGT vs YMAX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IDGT
$451M
YMAX
$450M
Expense Ratio
Winner
IDGT
0.39%
YMAX
1.33%
Max Drawdown
IDGT
77.95%
Winner
YMAX
65.66%
Sharpe Ratio
Winner
IDGT
2.04
YMAX
-0.02
5Y Beta
Winner
IDGT
0.95
YMAX
1.25
P/E Ratio
IDGT
23.51
YMAX
N/A
Forward P/E
IDGT
27.35
YMAX
N/A
PEG Ratio
IDGT
0.12
YMAX
N/A
5Y Dividends CAGR
IDGT
25.06%
YMAX
N/A
5Y EPS CAGR
IDGT
16.68%
YMAX
N/A
Debt to Equity
IDGT
219.77%
YMAX
N/A
P/S Ratio
IDGT
3.76
YMAX
N/A
P/B Ratio
IDGT
7.38
YMAX
N/A

IDGT vs YMAX - Holdings Comparison

IDGT and YMAX have 1 common holdings. Overlap is -0.87%

IDGT's top 25 holdings weight is 99.82%. YMAX's top 25 holdings weight is 69.30%.

RankIDGTYMAX
#1
EQUINIX INC (EQIX) - 8.12%
YIELDMAX CRCL OPTION INCOME STRATEGY ETF (CRCO) - 3.44%
#2
AMERICAN TOWER CORP (AMT) - 7.55%
YIELDMAX NFLX OPTION INCOME STRATEGY ETF (NFLY) - 3.17%
#3
DIGITAL REALTY TRUST INC (DLR) - 7.00%
YIELDMAX XYZ OPTION INCOME STRATEGY ETF (XYZY) - 3.12%
#4
CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 6.65%
YIELDMAX COIN OPTION INCOME STRATEGY ETF (CONY) - 2.85%
#5
NOKIA OYJ ADR (NOK) - 6.26%
YIELDMAX SNOW OPTION INCOME STRATEGY ETF (SNOY) - 2.78%
#6
CIENA CORP (CIEN) - 5.68%
YIELDMAX(TM) RBLX OPTION INC STRAT ETF (RBLY) - 2.77%
#7
CISCO SYSTEMS INC (CSCO) - 5.54%
YIELDMAX DKNG OPTION INCOME STRATEGY ETF (DRAY) - 2.75%
#8
NETAPP INC (NTAP) - 5.43%
YIELDMAX HOOD OPTION INCOME STRATEGY ETF (HOOY) - 2.74%
#9
SUPER MICRO COMPUTER INC (SMCI) - 5.30%
OTHER ASSETS AND LIABILITIES (n/a) - 2.74%
#10
SBA COMMUNICATIONS CORP CLASS A (SBAC) - 5.28%
YIELDMAX PLTR OPTION INCOME STRATEGY ETF (PLTY) - 2.73%
#11
QUALCOMM INC (QCOM) - 4.80%
YIELDMAX PYPL OPTION INCOME STRATEGY ETF (PYPY) - 2.72%
#12
COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 4.78%
YIELDMAX ABNB OPTION INCOME STRATEGY ETF (ABNY) - 2.72%
#13
UNITI GROUP INC (UNIT) - 4.65%
YIELDMAX® INNOVATION OPTION INC STGY ETF (OARK) - 2.71%
#14
CROWN CASTLE INC (CCI) - 4.40%
YIELDMAX GOLD MINERS OPT INC STRGY ETF (GDXY) - 2.71%
#15
ARISTA NETWORKS INC (ANET) - 3.69%
YIELDMAX SMCI OPTION INCOME STRATEGY ETF (SMCY) - 2.70%
#16
EXTREME NETWORKS INC (EXTR) - 3.30%
YIELDMAX RDDT OPTION INCOME STRATEGY ETF (RDYY) - 2.68%
#17
TELEFONAKTIEBOLAGET L M ERICSSON ADR (ERIC) - 2.60%
YIELDMAX AMD OPTION INCOME STRATEGY ETF (AMDY) - 2.67%
#18
FASTLY INC CLASS A (FSLY) - 2.03%
YIELDMAX MRNA OPTION INCOME STRATEGY ETF (MRNY) - 2.67%
#19
UBIQUITI INC (UI) - 1.60%
YIELDMAX CVNA OPTION INCOME STRATEGY ETF (CVNY) - 2.67%
#20
MOTOROLA SOLUTIONS INC (MSI) - 1.45%
YIELDMAX AMZN OPTION INCOME STRATEGY ETF (AMZY) - 2.66%
#21
CALIX INC (CALX) - 1.43%
YIELDMAX MSFT OPTION INCOME STRATEGY ETF (MSFO) - 2.66%
#22
A10 NETWORKS INC (ATEN) - 0.86%
YIELDMAX BITCOIN OPTION INC STRAT ETF (YBIT) - 2.66%
#23
VISTANCE NETWORKS INC (VISN) - 0.76%
YIELDMAX GME OPTION INCOME STRATEGY ETF (GMEY) - 2.66%
#24
ADTRAN HOLDINGS INC (ADTN) - 0.48%
YIELDMAX DIS OPTION INCOME STRATEGY ETF (DISO) - 2.66%
#25
CLEARFIELD INC (CLFD) - 0.18%
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.66%
Total Holdings3050

IDGT vs YMAX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IDGT
+6.04%
YMAX
-0.72%
3M
Winner
IDGT
+24.57%
YMAX
+9.04%
6M
Winner
IDGT
+45.78%
YMAX
-0.45%
1Y
Winner
IDGT
+54.99%
YMAX
+2.86%
5Y(CAGR)
IDGT
+12.10%
YMAX
N/A
10Y(CAGR)
IDGT
+13.93%
YMAX
N/A
Max(CAGR)
IDGT
+5.20%
Winner
YMAX
+13.53%

IDGT vs YMAX - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearIDGTYMAX
2026+45.27%+0.46%
2025+7.04%+5.61%
2024+26.98%+26.33%
2023-6.44%N/A
2022-17.90%N/A
2021+44.01%N/A
2020+7.70%N/A
2019+17.03%N/A
2018-2.45%N/A
2017+11.55%N/A
2016+20.87%N/A
2015+0.90%N/A
2014+17.10%N/A
2013+10.91%N/A
2012+3.56%N/A
2011-19.79%N/A
2010+22.26%N/A
2009+55.41%N/A
2008-49.23%N/A
2007+5.29%N/A
2006+1.80%N/A
2005+3.09%N/A
2004+7.72%N/A
2003+89.11%N/A
2002-57.26%N/A
2001-22.65%N/A

IDGT vs YMAX Drawdown Comparison

The maximum drawdown for IDGT was -77.95%, occurring on Oct 8, 2002. Recovery took 3420 trading sessions.

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

The current IDGT drawdown is -6.51%. The current YMAX drawdown is -10.19%.

RankIDGTYMAX
#1-77.95%
Jul 13, 2001 - Feb 19, 2015		-26.11%
Oct 8, 2025 - Mar 30, 2026
#2-36.88%
Apr 24, 2019 - Dec 28, 2020		-25.43%
Dec 6, 2024 - Jun 26, 2025
#3-35.83%
Dec 29, 2021 - Dec 4, 2024		-12.73%
Jul 15, 2024 - Oct 29, 2024
#4-24.88%
Jun 18, 2015 - Sep 21, 2016		-7.77%
Mar 28, 2024 - May 20, 2024
#5-22.76%
Jan 23, 2025 - Jul 23, 2025		-5.55%
Jul 28, 2025 - Sep 18, 2025
#6-21.49%
Aug 31, 2018 - Feb 20, 2019		-3.00%
Feb 15, 2024 - Feb 22, 2024
#7-10.13%
Feb 12, 2021 - Jun 2, 2021		-2.92%
Oct 29, 2024 - Nov 6, 2024
#8-9.02%
Jun 2, 2026 - Jun 10, 2026		-2.46%
Jun 12, 2024 - Jul 5, 2024
#9-8.45%
Oct 31, 2025 - Feb 9, 2026		-2.37%
Sep 22, 2025 - Oct 2, 2025
#10-8.31%
Feb 21, 2017 - Jul 25, 2017		-2.31%
Mar 1, 2024 - Mar 12, 2024
#11-8.00%
Mar 12, 2018 - Jul 12, 2018		-2.23%
Jan 29, 2024 - Feb 2, 2024
#12-7.46%
Dec 6, 2024 - Jan 23, 2025		-2.11%
May 21, 2024 - Jun 5, 2024
#13-7.31%
Jul 25, 2017 - Nov 21, 2017		-2.09%
Nov 11, 2024 - Nov 19, 2024
#14-6.97%
Jun 11, 2021 - Nov 2, 2021		-1.84%
Mar 12, 2024 - Mar 20, 2024
#15-6.80%
Nov 3, 2021 - Dec 10, 2021		-1.72%
Feb 12, 2024 - Feb 14, 2024

Correlation

Correlation between IDGT and YMAX is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62
-101

Dividend Comparison (2007 - 2026)

IDGT vs YMAX dividend yield comparison.

YearIDGTYMAX
20260.25%24.56%
20251.17%78.70%
20241.64%44.20%
20230.37%0.00%
20220.30%0.00%
20210.28%0.00%
20200.60%0.00%
20190.42%0.00%
20180.65%0.00%
20170.57%0.00%
20160.75%0.00%
20150.72%0.00%
20140.50%0.00%
20130.38%0.00%
20122.46%0.00%
20110.30%0.00%
20100.08%0.00%
20090.33%0.00%
20080.26%0.00%
20070.00%0.00%

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