ULTY vs CDC
Comparison between YIELDMAX(R) ULTRA OPTION INCOME STRATEGY ETF (ULTY, ETF) and VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF (CDC, ETF).
ULTY vs CDC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ULTY
$741M
CDC
$738M
Expense Ratio
ULTY
1.30%
Winner
CDC
0.35%
Max Drawdown
ULTY
87.36%
Winner
CDC
25.69%
Sharpe Ratio
ULTY
-0.20
Winner
CDC
1.52
5Y Beta
ULTY
1.20
Winner
CDC
0.42
P/E Ratio
Winner
ULTY
-8.74
CDC
17.88
Forward P/E
ULTY
22.33
Winner
CDC
14.58
PEG Ratio
ULTY
N/A
CDC
0.51
5Y Dividends CAGR
ULTY
N/A
CDC
9.41%
5Y EPS CAGR
ULTY
N/A
CDC
5.42%
Debt to Equity
ULTY
66.52%
Winner
CDC
-48.37%
P/S Ratio
ULTY
6.56
Winner
CDC
1.66
P/B Ratio
ULTY
4.03
Winner
CDC
2.28
ULTY vs CDC - Holdings Comparison
ULTY and CDC have 1 common holdings. Overlap is -0.36%
ULTY's top 25 holdings weight is 98.40%. CDC's top 25 holdings weight is 33.65%.
| Rank | ULTY | CDC |
|---|---|---|
| #1 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 5.59% | DUKE ENERGY CORP (DUK) - 1.56% |
| #2 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 5.54% | FIRSTENERGY CORP (FE) - 1.55% |
| #3 | UPSTART HOLDINGS INC ORDINARY SHARES (UPST) - 5.44% | EVERGY INC (EVRG) - 1.54% |
| #4 | RIGETTI COMPUTING INC (RGTI) - 5.40% | COCA-COLA CO (KO) - 1.54% |
| #5 | IONQ INC CLASS A (IONQ) - 4.89% | WEC ENERGY GROUP INC (WEC) - 1.51% |
| #6 | NUSCALE POWER CORP CLASS A (SMR) - 4.78% | ALLIANT ENERGY CORP (LNT) - 1.49% |
| #7 | STRATEGY CLASS A (MSTR) - 4.77% | DTE ENERGY CO (DTE) - 1.43% |
| #8 | n/a (COIN) - 4.68% | SOUTHERN CO (SO) - 1.40% |
| #9 | MARA HOLDINGS INC (MARA) - 4.63% | CMS ENERGY CORP (CMS) - 1.40% |
| #10 | INNODATA INC (INOD) - 4.27% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.39% |
| #11 | REDDIT INC CLASS A SHARES (RDDT) - 4.24% | DOMINION ENERGY INC (D) - 1.34% |
| #12 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 4.09% | STATE STREET CORP (STT) - 1.33% |
| #13 | n/a (GLXY) - 4.09% | CONSOLIDATED EDISON INC (ED) - 1.33% |
| #14 | APPLIED OPTOELECTRONICS INC (AAOI) - 3.82% | METLIFE INC (MET) - 1.31% |
| #15 | BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 3.58% | CNA FINANCIAL CORP (CNA) - 1.30% |
| #16 | OKLO INC CLASS A SHARES (OKLO) - 3.53% | PRUDENTIAL FINANCIAL INC (PRU) - 1.27% |
| #17 | n/a (PLTR) - 3.45% | PPL CORP (PPL) - 1.26% |
| #18 | SUPER MICRO COMPUTER INC (SMCI) - 3.33% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.25% |
| #19 | SNAP INC CLASS A (SNAP) - 3.14% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.23% |
| #20 | n/a (ASTS) - 2.84% | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.22% |
| #21 | DEPOSITS WITH BROKER FOR SHORT POSITIONS (n/a) - 2.75% | M&T BANK CORP (MTB) - 1.21% |
| #22 | US DOLLARS (n/a) - 2.60% | PHILLIPS 66 (PSX) - 1.20% |
| #23 | TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 2.49% | U.S. BANCORP (USB) - 1.20% |
| #24 | VERTIV HOLDINGS CO CLASS A (VRT) - 2.25% | XCEL ENERGY INC (XEL) - 1.20% |
| #25 | VISTRA CORP (VST) - 2.21% | PROCTER & GAMBLE CO (PG) - 1.19% |
| Total Holdings | 153 | 102 |
ULTY vs CDC - Historical Returns
Returns include dividend reinvestment.
1M
ULTY
+1.89%
Winner
CDC
+2.06%
3M
ULTY
-0.07%
Winner
CDC
+6.53%
6M
ULTY
+5.45%
Winner
CDC
+7.07%
1Y
ULTY
-2.59%
Winner
CDC
+21.06%
5Y(CAGR)
ULTY
N/A
CDC
+6.77%
10Y(CAGR)
ULTY
N/A
CDC
+10.37%
Max(CAGR)
ULTY
+3.57%
Winner
CDC
+10.24%
ULTY vs CDC - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | ULTY | CDC |
|---|---|---|
| 2026 | +7.90% | +18.54% |
| 2025 | -1.24% | +8.93% |
| 2024 | +1.00% | +13.99% |
| 2023 | N/A | -5.55% |
| 2022 | N/A | -8.07% |
| 2021 | N/A | +35.17% |
| 2020 | N/A | +12.93% |
| 2019 | N/A | +19.64% |
| 2018 | N/A | -6.07% |
| 2017 | N/A | +15.43% |
| 2016 | N/A | +21.97% |
| 2015 | N/A | -0.32% |
| 2014 | N/A | +7.22% |
ULTY vs CDC Drawdown Comparison
The maximum drawdown for ULTY was -26.53%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The maximum drawdown for CDC was -21.36%, occurring on Aug 24, 2023. Recovery took 654 trading sessions.
The current ULTY drawdown is -10.99%. The current CDC drawdown is -0.84%.
| Rank | ULTY | CDC |
|---|---|---|
| #1 | -26.53% Feb 18, 2025 - Jun 24, 2025 | -21.36% Apr 20, 2022 - Nov 25, 2024 |
| #2 | -24.14% Oct 9, 2025 - Mar 30, 2026 | -18.27% Jan 17, 2020 - Jun 5, 2020 |
| #3 | -20.51% Mar 4, 2024 - Nov 11, 2024 | -15.13% Sep 14, 2018 - Oct 23, 2019 |
| #4 | -6.51% Dec 6, 2024 - Feb 18, 2025 | -12.70% Nov 29, 2024 - Aug 13, 2025 |
| #5 | -5.03% Jul 18, 2025 - Sep 15, 2025 | -10.88% Jun 8, 2020 - Nov 9, 2020 |
| #6 | -3.47% Nov 11, 2024 - Nov 22, 2024 | -9.89% Oct 22, 2015 - Mar 3, 2016 |
| #7 | -2.61% Sep 19, 2025 - Oct 6, 2025 | -9.76% Dec 29, 2014 - Oct 22, 2015 |
| #8 | -1.75% Jun 30, 2025 - Jul 2, 2025 | -9.29% Jan 26, 2018 - Aug 17, 2018 |
| #9 | -0.80% Jun 26, 2025 - Jun 30, 2025 | -5.67% Mar 2, 2026 - Apr 30, 2026 |
| #10 | -0.80% Jul 3, 2025 - Jul 9, 2025 | -5.49% May 10, 2021 - Aug 11, 2021 |
| #11 | -0.70% Nov 25, 2024 - Nov 29, 2024 | -5.42% Jan 14, 2022 - Mar 25, 2022 |
| #12 | -0.54% Oct 6, 2025 - Oct 8, 2025 | -4.81% Nov 15, 2021 - Dec 15, 2021 |
| #13 | -0.32% Jul 10, 2025 - Jul 14, 2025 | -4.80% Jan 14, 2021 - Feb 8, 2021 |
| #14 | -0.32% Jun 24, 2025 - Jun 26, 2025 | -4.68% Jun 23, 2016 - Jul 1, 2016 |
| #15 | -0.20% Nov 29, 2024 - Dec 4, 2024 | -4.61% Sep 2, 2021 - Oct 20, 2021 |
Correlation
Correlation between ULTY and CDC is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.45
-101
Dividend Comparison (2014 - 2026)
ULTY vs CDC dividend yield comparison.
| Year | ULTY | CDC |
|---|---|---|
| 2026 | 49.86% | 1.74% |
| 2025 | 142.99% | 3.36% |
| 2024 | 111.70% | 3.32% |
| 2023 | 0.00% | 4.24% |
| 2022 | 0.00% | 3.48% |
| 2021 | 0.00% | 2.65% |
| 2020 | 0.00% | 2.48% |
| 2019 | 0.00% | 3.04% |
| 2018 | 0.00% | 3.37% |
| 2017 | 0.00% | 2.81% |
| 2016 | 0.00% | 2.99% |
| 2015 | 0.00% | 3.17% |
| 2014 | 0.00% | 1.20% |
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