SHRY vs BABO
Comparison between FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF) and YIELDMAX(R) BABA OPTION INCOME STRATEGY ETF (BABO, ETF).
SHRY vs BABO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SHRY vs BABO - Holdings Comparison
SHRY and BABO have 0 common holdings. Overlap is 0.00%
SHRY's top 25 holdings weight is 75.12%. BABO's top 25 holdings weight is 7.14%.
| Rank | SHRY | BABO |
|---|---|---|
| #1 | FOX CORP CLASS A (FOXA) - 5.43% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 7.14% |
| #2 | QUALCOMM INC (QCOM) - 5.38% | N/A |
| #3 | METLIFE INC (MET) - 5.07% | N/A |
| #4 | PAYPAL HOLDINGS INC (PYPL) - 4.42% | N/A |
| #5 | COMCAST CORP CLASS A (CMCSA) - 4.19% | N/A |
| #6 | FISERV INC (FISV) - 4.19% | N/A |
| #7 | D.R. HORTON INC (DHI) - 3.86% | N/A |
| #8 | AMERIPRISE FINANCIAL INC (AMP) - 3.49% | N/A |
| #9 | ADOBE INC (ADBE) - 3.30% | N/A |
| #10 | ALTRIA GROUP INC (MO) - 2.86% | N/A |
| #11 | THE KROGER CO (KR) - 2.86% | N/A |
| #12 | SLB LTD (SLB) - 2.85% | N/A |
| #13 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 2.79% | N/A |
| #14 | AFLAC INC (AFL) - 2.69% | N/A |
| #15 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.33% | N/A |
| #16 | BOOKING HOLDINGS INC (BKNG) - 2.31% | N/A |
| #17 | ALLSTATE CORP (ALL) - 2.13% | N/A |
| #18 | HCA HEALTHCARE INC (HCA) - 2.10% | N/A |
| #19 | CONOCOPHILLIPS (COP) - 2.09% | N/A |
| #20 | VALERO ENERGY CORP (VLO) - 2.06% | N/A |
| #21 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.92% | N/A |
| #22 | COLGATE-PALMOLIVE CO (CL) - 1.89% | N/A |
| #23 | PHILLIPS 66 (PSX) - 1.69% | N/A |
| #24 | CHENIERE ENERGY INC (LNG) - 1.64% | N/A |
| #25 | UNION PACIFIC CORP (UNP) - 1.58% | N/A |
| Total Holdings | 51 | 1 |
SHRY vs BABO - Historical Returns
Returns include dividend reinvestment.
SHRY vs BABO - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SHRY | BABO |
|---|---|---|
| 2026 | +4.04% | -20.24% |
| 2025 | +7.21% | +47.30% |
| 2024 | +17.84% | -0.18% |
| 2023 | +17.52% | N/A |
| 2022 | -14.18% | N/A |
| 2021 | +31.62% | N/A |
| 2020 | +11.50% | N/A |
| 2019 | +30.14% | N/A |
| 2018 | -9.35% | N/A |
| 2017 | +10.12% | N/A |
SHRY vs BABO Drawdown Comparison
The maximum drawdown for SHRY was -36.67%, occurring on Mar 23, 2020. Recovery took 190 trading sessions.
The maximum drawdown for BABO was -29.33%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The current SHRY drawdown is -3.39%. The current BABO drawdown is -29.33%.
| Rank | SHRY | BABO |
|---|---|---|
| #1 | -36.67% Feb 12, 2020 - Nov 11, 2020 | -29.33% Oct 2, 2025 - Jun 5, 2026 |
| #2 | -23.94% Jan 4, 2022 - Dec 26, 2023 | -29.32% Mar 17, 2025 - Sep 11, 2025 |
| #3 | -19.56% Sep 21, 2018 - Apr 24, 2019 | -26.16% Oct 7, 2024 - Feb 14, 2025 |
| #4 | -15.34% Nov 29, 2024 - Jun 30, 2025 | -9.05% Feb 21, 2025 - Mar 17, 2025 |
| #5 | -10.31% Jan 26, 2018 - Aug 28, 2018 | -6.11% Aug 23, 2024 - Sep 12, 2024 |
| #6 | -7.52% Apr 24, 2019 - Jul 1, 2019 | -1.73% Sep 17, 2025 - Sep 24, 2025 |
| #7 | -7.20% Oct 6, 2025 - Jan 14, 2026 | -1.72% Sep 24, 2024 - Sep 26, 2024 |
| #8 | -6.37% Jul 26, 2019 - Sep 12, 2019 | -1.49% Sep 24, 2025 - Sep 29, 2025 |
| #9 | -5.49% Mar 28, 2024 - May 15, 2024 | -1.24% Aug 13, 2024 - Aug 16, 2024 |
| #10 | -5.13% Mar 2, 2026 - Mar 18, 2026 | -1.23% Sep 13, 2024 - Sep 17, 2024 |
| #11 | -4.90% Sep 2, 2021 - Oct 21, 2021 | -1.17% Aug 19, 2024 - Aug 21, 2024 |
| #12 | -4.77% Sep 12, 2019 - Oct 28, 2019 | -0.79% Sep 29, 2025 - Oct 1, 2025 |
| #13 | -4.54% Nov 16, 2021 - Dec 23, 2021 | -0.75% Oct 2, 2024 - Oct 4, 2024 |
| #14 | -4.52% Jan 20, 2021 - Feb 8, 2021 | -0.61% Feb 18, 2025 - Feb 20, 2025 |
| #15 | -4.50% Jul 3, 2025 - Oct 2, 2025 | -0.23% Sep 11, 2025 - Sep 15, 2025 |
Correlation
Correlation between SHRY and BABO is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2017 - 2026)
SHRY vs BABO dividend yield comparison.
| Year | SHRY | BABO |
|---|---|---|
| 2026 | 0.27% | 25.07% |
| 2025 | 1.73% | 85.50% |
| 2024 | 1.76% | 20.65% |
| 2023 | 1.49% | 0.00% |
| 2022 | 1.52% | 0.00% |
| 2021 | 0.98% | 0.00% |
| 2020 | 1.65% | 0.00% |
| 2019 | 1.54% | 0.00% |
| 2018 | 1.89% | 0.00% |
| 2017 | 0.55% | 0.00% |
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