MSFO vs SMAX
Comparison between YIELDMAX(R) MSFT OPTION INCOME STRATEGY ETF (MSFO, ETF) and ISHARES LARGE CAP MAX BUFFER SEP ETF (SMAX, ETF).
MSFO vs SMAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MSFO vs SMAX - Holdings Comparison
MSFO and SMAX have 0 common holdings. Overlap is 0.00%
MSFO's top 25 holdings weight is 1.91%. SMAX's top 25 holdings weight is 104.98%.
| Rank | MSFO | SMAX |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.91% | ISHARES CORE S&P 500 ETF (IVV) - 104.98% |
| #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 |
MSFO vs SMAX - Historical Returns
Returns include dividend reinvestment.
MSFO vs SMAX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | MSFO | SMAX |
|---|---|---|
| 2026 | -9.15% | +2.83% |
| 2025 | +15.23% | +7.88% |
| 2024 | +11.85% | +1.02% |
| 2023 | +18.32% | N/A |
MSFO vs SMAX Drawdown Comparison
The maximum drawdown for MSFO was -29.22%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for SMAX was -3.90%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.
The current MSFO drawdown is -18.45%. The current SMAX drawdown is -0.37%.
| Rank | MSFO | SMAX |
|---|---|---|
| #1 | -29.22% Oct 28, 2025 - Mar 27, 2026 | -3.90% Feb 20, 2025 - May 16, 2025 |
| #2 | -19.13% Jul 5, 2024 - May 27, 2025 | -1.91% Feb 25, 2026 - Apr 13, 2026 |
| #3 | -7.30% Apr 11, 2024 - May 20, 2024 | -0.81% Oct 28, 2025 - Nov 26, 2025 |
| #4 | -6.81% Sep 14, 2023 - Oct 24, 2023 | -0.72% May 19, 2025 - Jun 2, 2025 |
| #5 | -6.35% Aug 4, 2025 - Oct 27, 2025 | -0.71% Dec 11, 2024 - Dec 24, 2024 |
| #6 | -3.72% Feb 8, 2024 - Mar 1, 2024 | -0.61% Jan 9, 2026 - Jan 26, 2026 |
| #7 | -3.65% Oct 25, 2023 - Nov 1, 2023 | -0.57% Dec 24, 2024 - Jan 15, 2025 |
| #8 | -3.35% May 24, 2024 - Jun 11, 2024 | -0.56% Oct 22, 2024 - Nov 6, 2024 |
| #9 | -2.73% Nov 28, 2023 - Dec 22, 2023 | -0.54% Feb 2, 2026 - Feb 9, 2026 |
| #10 | -2.48% Mar 4, 2024 - Mar 12, 2024 | -0.53% Jul 28, 2025 - Aug 8, 2025 |
| #11 | -2.01% Dec 29, 2023 - Jan 8, 2024 | -0.52% Nov 8, 2024 - Nov 29, 2024 |
| #12 | -1.70% Mar 22, 2024 - Apr 9, 2024 | -0.48% Feb 9, 2026 - Feb 25, 2026 |
| #13 | -1.58% Jul 31, 2025 - Aug 4, 2025 | -0.45% Oct 8, 2025 - Oct 20, 2025 |
| #14 | -1.43% Jan 29, 2024 - Feb 2, 2024 | -0.39% Dec 11, 2025 - Dec 22, 2025 |
| #15 | -1.23% Jun 30, 2025 - Jul 3, 2025 | -0.37% Aug 29, 2025 - Sep 8, 2025 |
Correlation
Correlation between MSFO and SMAX is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2023 - 2026)
MSFO vs SMAX dividend yield comparison.
| Year | MSFO | SMAX |
|---|---|---|
| 2026 | 16.72% | 0.00% |
| 2025 | 33.91% | 0.98% |
| 2024 | 35.15% | 0.27% |
| 2023 | 6.44% | 0.00% |
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