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MRNY vs SPY

Comparison between YIELDMAX(R) MRNA OPTION INCOME STRATEGY ETF (MRNY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

MRNY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MRNY
$121M
Winner
SPY
$781B
Expense Ratio
MRNY
1.00%
Winner
SPY
0.09%
Max Drawdown
MRNY
94.55%
Winner
SPY
56.47%
Sharpe Ratio
MRNY
0.94
Winner
SPY
1.25
5Y Beta
MRNY
1.12
Winner
SPY
1.00
P/E Ratio
MRNY
N/A
SPY
28.78
Forward P/E
MRNY
N/A
SPY
21.23
5Y Dividends CAGR
MRNY
N/A
SPY
6.00%
5Y EPS CAGR
MRNY
N/A
SPY
25.62%
Debt to Equity
MRNY
N/A
SPY
31.92%
P/S Ratio
MRNY
N/A
SPY
3.76
P/B Ratio
MRNY
N/A
SPY
5.64

MRNY vs SPY - Holdings Comparison

MRNY and SPY have 1 common holdings. Overlap is -9.20%

MRNY's top 25 holdings weight is 36.05%. SPY's top 25 holdings weight is 51.74%.

RankMRNYSPY
#1
MRNA US 07/17/26 C50 (n/a) - 41.50%
NVIDIA CORP (NVDA) - 7.89%
#2
MRNA 07/17/2026 50.01 C (n/a) - 4.87%
APPLE INC (AAPL) - 7.37%
#3
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.32%
MICROSOFT CORP (MSFT) - 4.50%
#4
MRNA US 07/02/26 C65 (n/a) - 3.58%
AMAZON.COM INC (AMZN) - 3.82%
#5
MRNA US 07/02/26 C72 (n/a) - 3.22%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
MRNA US 07/10/26 C77 (n/a) - 3.17%
BROADCOM INC (AVGO) - 2.86%
#7
CASH OFFSET (n/a) - 3.12%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
MRNA US 07/02/26 C66 (n/a) - 2.96%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
MRNA US 07/10/26 C79 (n/a) - 1.42%
TESLA INC (TSLA) - 1.70%
#10
MRNA US 07/10/26 C78 (n/a) - 1.13%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
MRNA US 07/02/26 C73 (n/a) - 0.63%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
MRNA US 07/02/26 C74 (n/a) - 0.49%
ELI LILLY AND CO (LLY) - 1.40%
#13
MRNA US 07/02/26 C64 (n/a) - 0.25%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
OTHER ASSETS AND LIABILITIES (n/a) - -0.14%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
MRNA US 07/02/26 C61 (n/a) - -0.30%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
MRNA US 07/02/26 C70 (n/a) - -0.87%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
MRNA US 07/02/26 C69 (n/a) - -1.02%
VISA INC CLASS A (V) - 0.90%
#18
US DOLLARS (n/a) - -1.11%
WALMART INC (WMT) - 0.76%
#19
MRNA US 07/10/26 C74 (n/a) - -1.62%
INTEL CORP (INTC) - 0.75%
#20
MRNA US 07/10/26 C75 (n/a) - -2.17%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
MRNA US 07/02/26 C63 (n/a) - -3.88%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
MRNA US 07/02/26 C62 (n/a) - -4.48%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
MRNA US 07/02/26 C68 (n/a) - -4.73%
ABBVIE INC (ABBV) - 0.66%
#24
MRNA US 07/10/26 C73 (n/a) - -5.09%
CATERPILLAR INC (CAT) - 0.65%
#25
MRNA 07/17/2026 50.01 P (n/a) - -9.20%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings25505

MRNY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MRNY
-0.36%
Winner
SPY
+0.52%
3M
MRNY
+4.69%
Winner
SPY
+6.55%
6M
Winner
MRNY
+12.18%
SPY
+9.76%
1Y
Winner
MRNY
+51.00%
SPY
+20.32%
5Y(CAGR)
MRNY
N/A
SPY
+13.01%
10Y(CAGR)
MRNY
N/A
SPY
+15.06%
Max(CAGR)
MRNY
-20.23%
Winner
SPY
+8.50%

MRNY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMRNYSPY
2026+66.16%+10.11%
2025-36.30%+18.00%
2024-61.26%+25.59%
2023+19.62%+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%

MRNY vs SPY Drawdown Comparison

The maximum drawdown for MRNY was -82.16%, occurring on Nov 20, 2025. 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 MRNY drawdown is -63.73%. The current SPY drawdown is -1.24%.

RankMRNYSPY
#1-82.16%
May 24, 2024 - Nov 20, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-20.83%
Jan 8, 2024 - Mar 25, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-11.09%
Oct 24, 2023 - Dec 11, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.19%
Mar 27, 2024 - Apr 9, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.56%
May 2, 2024 - May 14, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.28%
Dec 11, 2023 - Dec 14, 2023		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.27%
Apr 9, 2024 - Apr 24, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.50%
Dec 19, 2023 - Dec 21, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.45%
Apr 24, 2024 - Apr 26, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.42%
Mar 25, 2024 - Mar 27, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.85%
Dec 27, 2023 - Dec 29, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.72%
Apr 29, 2024 - May 1, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.67%
Dec 15, 2023 - Dec 19, 2023		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.55%
May 22, 2024 - May 24, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.16%
Jan 2, 2024 - Jan 4, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MRNY and SPY is -0.69 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.69
-101

Dividend Comparison (1999 - 2026)

MRNY vs SPY dividend yield comparison.

YearMRNYSPY
202652.85%0.49%
2025145.98%1.07%
2024178.49%1.21%
20231.75%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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