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LFGY vs SPY

Comparison between YIELDMAX(R) CRYPTO INDUSTRY & TECH PORTFOLIO OPTION INCOME ETF (LFGY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

LFGY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LFGY
$125M
Winner
SPY
$735B
Expense Ratio
LFGY
1.02%
Winner
SPY
0.09%
Max Drawdown
LFGY
65.03%
Winner
SPY
56.47%
Sharpe Ratio
LFGY
0.12
Winner
SPY
1.62
5Y Beta
LFGY
1.65
Winner
SPY
1.00
P/E Ratio
Winner
LFGY
-33.29
SPY
28.99
Forward P/E
Winner
LFGY
11.36
SPY
22.37
PEG Ratio
LFGY
-0.08
SPY
N/A
5Y Dividends CAGR
LFGY
N/A
SPY
5.43%
5Y EPS CAGR
LFGY
N/A
SPY
26.05%
Debt to Equity
LFGY
74.61%
Winner
SPY
32.40%
P/S Ratio
LFGY
5.62
Winner
SPY
3.74
P/B Ratio
Winner
LFGY
4.04
SPY
5.61

LFGY vs SPY - Holdings Comparison

LFGY and SPY have 5 common holdings. Overlap is 1.08%

LFGY's top 25 holdings weight is 91.33%. SPY's top 25 holdings weight is 52.37%.

RankLFGYSPY
#1
IBIT 08/21/2026 10.01 C (n/a) - 9.21%
NVIDIA CORP (NVDA) - 8.10%
#2
n/a (CORZ) - 6.14%
APPLE INC (AAPL) - 7.02%
#3
RIOT PLATFORMS INC (RIOT) - 5.79%
MICROSOFT CORP (MSFT) - 4.79%
#4
NVIDIA CORP (NVDA) - 5.43%
AMAZON.COM INC (AMZN) - 4.02%
#5
CIPHER DIGITAL INC (CIFR) - 5.29%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
HUT 8 CORP (HUT) - 5.26%
BROADCOM INC (AVGO) - 3.10%
#7
OPERA LTD ADR (OPRA) - 4.86%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
BLOCK INC CLASS A (XYZ) - 4.83%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
n/a (GLXY) - 4.66%
TESLA INC (TSLA) - 1.89%
#10
STRATEGY INC CLASS A (MSTR) - 4.52%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
MARA HOLDINGS INC (MARA) - 4.46%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
PAYPAL HOLDINGS INC (PYPL) - 4.26%
ELI LILLY AND CO (LLY) - 1.31%
#13
CLEANSPARK INC (CLSK) - 4.13%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
n/a (CRCL) - 3.86%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
IREN LTD (IREN) - 3.62%
EXXON MOBIL CORP (XOM) - 0.97%
#16
ROBINHOOD MARKETS INC CLASS A (HOOD) - 3.42%
INTEL CORP (INTC) - 0.90%
#17
MERCADOLIBRE INC (MELI) - 3.13%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
n/a (FIGR) - 2.95%
VISA INC CLASS A (V) - 0.85%
#19
NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.88%
WALMART INC (WMT) - 0.81%
#20
ISHARES ETHEREUM TRUST ETF (ETHA) - 2.86%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
NU US 05/29/26 P12.5 (n/a) - -0.03%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
SBET US 05/29/26 P6 (n/a) - -0.04%
CATERPILLAR INC (CAT) - 0.66%
#23
PYPL US 05/29/26 C45.5 (n/a) - -0.04%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
ETHA US 05/29/26 C16.5 (n/a) - -0.06%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
MELI US 05/29/26 C1680 (n/a) - -0.06%
ABBVIE INC (ABBV) - 0.58%
Total Holdings51505

LFGY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
LFGY
-4.81%
Winner
SPY
+1.90%
3M
Winner
LFGY
+12.55%
SPY
+8.55%
6M
LFGY
+0.94%
Winner
SPY
+8.18%
1Y
LFGY
+3.85%
Winner
SPY
+25.79%
5Y(CAGR)
LFGY
N/A
SPY
+13.32%
10Y(CAGR)
LFGY
N/A
SPY
+15.19%
Max(CAGR)
LFGY
+0.42%
Winner
SPY
+8.47%

LFGY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLFGYSPY
2026+5.03%+8.26%
2025-8.07%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

LFGY vs SPY Drawdown Comparison

The maximum drawdown for LFGY was -35.83%, occurring on Feb 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current LFGY drawdown is -16.33%. The current SPY drawdown is -2.90%.

RankLFGYSPY
#1-35.83%
Oct 15, 2025 - Feb 5, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-34.64%
Jan 24, 2025 - Jul 2, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-11.25%
Jul 17, 2025 - Sep 18, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-4.08%
Oct 9, 2025 - Oct 15, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-3.16%
Sep 22, 2025 - Sep 29, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.54%
Jul 3, 2025 - Jul 16, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.99%
Oct 6, 2025 - Oct 8, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.70%
Jan 17, 2025 - Jan 24, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.54%
Sep 18, 2025 - Sep 22, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.05%
Sep 29, 2025 - Oct 1, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between LFGY and SPY is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51
-101

Dividend Comparison (1999 - 2026)

LFGY vs SPY dividend yield comparison.

YearLFGYSPY
202624.88%0.24%
202594.90%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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