NFLY vs IRTR
Comparison between YIELDMAX(R) NFLX OPTION INCOME STRATEGY ETF (NFLY, ETF) and ISHARES LIFEPATH RETIREMENT ETF (IRTR, ETF).
NFLY vs IRTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NFLY
$53M
Winner
IRTR
$53M
Expense Ratio
NFLY
1.01%
Winner
IRTR
0.08%
Max Drawdown
NFLY
56.23%
Winner
IRTR
7.47%
Sharpe Ratio
NFLY
-1.19
Winner
IRTR
1.38
5Y Beta
NFLY
0.61
Winner
IRTR
0.36
NFLY vs IRTR - Historical Returns
Returns include dividend reinvestment.
1M
NFLY
-4.50%
Winner
IRTR
+1.93%
3M
NFLY
-10.32%
Winner
IRTR
+4.97%
6M
NFLY
-7.59%
Winner
IRTR
+6.03%
1Y
NFLY
-27.14%
Winner
IRTR
+13.71%
Max(CAGR)
Winner
NFLY
+18.08%
IRTR
+13.98%
NFLY vs IRTR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | NFLY | IRTR |
|---|---|---|
| 2026 | -6.04% | +5.30% |
| 2025 | +2.48% | +12.80% |
| 2024 | +71.46% | +8.21% |
| 2023 | +3.34% | +10.63% |
NFLY vs IRTR Drawdown Comparison
The maximum drawdown for NFLY was -37.07%, occurring on Feb 23, 2026. This drawdown has not yet recovered.
The maximum drawdown for IRTR was -6.29%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.
The current NFLY drawdown is -31.83%. The current IRTR drawdown is -0.05%.
| Rank | NFLY | IRTR |
|---|---|---|
| #1 | -37.07% Jun 30, 2025 - Feb 23, 2026 | -6.29% Feb 26, 2025 - May 13, 2025 |
| #2 | -21.50% Sep 6, 2023 - Nov 20, 2023 | -4.82% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -15.89% Feb 14, 2025 - Apr 22, 2025 | -3.76% Dec 6, 2024 - Feb 26, 2025 |
| #4 | -9.93% Dec 11, 2024 - Jan 23, 2025 | -3.38% Mar 28, 2024 - May 15, 2024 |
| #5 | -9.78% Jul 5, 2024 - Aug 20, 2024 | -2.41% Sep 27, 2024 - Nov 29, 2024 |
| #6 | -9.32% Apr 4, 2024 - May 21, 2024 | -2.39% Oct 28, 2025 - Dec 23, 2025 |
| #7 | -7.27% Aug 8, 2023 - Sep 5, 2023 | -2.25% Jul 16, 2024 - Aug 15, 2024 |
| #8 | -5.75% Nov 28, 2023 - Dec 19, 2023 | -1.91% Jun 2, 2026 - Jun 10, 2026 |
| #9 | -4.25% Dec 27, 2023 - Jan 24, 2024 | -1.82% Dec 27, 2023 - Feb 1, 2024 |
| #10 | -3.96% Aug 30, 2024 - Sep 13, 2024 | -1.53% May 15, 2024 - Jun 5, 2024 |
| #11 | -3.73% Oct 10, 2024 - Oct 18, 2024 | -1.50% Feb 1, 2024 - Feb 23, 2024 |
| #12 | -3.45% May 7, 2025 - May 15, 2025 | -1.44% May 6, 2026 - May 26, 2026 |
| #13 | -3.44% Mar 4, 2024 - Mar 18, 2024 | -1.09% Oct 24, 2023 - Nov 1, 2023 |
| #14 | -3.38% Mar 27, 2024 - Apr 4, 2024 | -1.02% Jan 15, 2026 - Jan 26, 2026 |
| #15 | -3.28% Nov 22, 2024 - Dec 4, 2024 | -1.01% Oct 8, 2025 - Oct 17, 2025 |
Correlation
Correlation between NFLY and IRTR is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2023 - 2026)
NFLY vs IRTR dividend yield comparison.
| Year | NFLY | IRTR |
|---|---|---|
| 2026 | 24.88% | 1.02% |
| 2025 | 61.53% | 3.03% |
| 2024 | 49.91% | 3.03% |
| 2023 | 11.84% | 0.85% |
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