ULTY vs IBDZ
Comparison between YIELDMAX(R) ULTRA OPTION INCOME STRATEGY ETF (ULTY, ETF) and ISHARES IBONDS DEC 2034 TERM CORPORATE ETF (IBDZ, ETF).
ULTY vs IBDZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ULTY
$855M
IBDZ
$845M
Expense Ratio
ULTY
1.30%
Winner
IBDZ
0.10%
Max Drawdown
ULTY
85.32%
Winner
IBDZ
7.08%
Sharpe Ratio
ULTY
0.08
Winner
IBDZ
0.39
5Y Beta
ULTY
1.24
Winner
IBDZ
0.10
P/E Ratio
ULTY
-15.38
IBDZ
N/A
Forward P/E
ULTY
10.88
IBDZ
N/A
Debt to Equity
ULTY
46.78%
IBDZ
N/A
P/S Ratio
ULTY
6.20
IBDZ
N/A
P/B Ratio
ULTY
4.32
IBDZ
N/A
ULTY vs IBDZ - Historical Returns
Returns include dividend reinvestment.
1M
ULTY
-0.63%
Winner
IBDZ
-0.29%
3M
Winner
ULTY
+6.36%
IBDZ
-1.05%
6M
Winner
ULTY
+4.80%
IBDZ
+0.09%
1Y
ULTY
+5.28%
Winner
IBDZ
+5.86%
Max(CAGR)
ULTY
+2.98%
Winner
IBDZ
+6.36%
ULTY vs IBDZ - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | ULTY | IBDZ |
|---|---|---|
| 2026 | +5.72% | -0.05% |
| 2025 | -1.24% | +8.70% |
| 2024 | +1.00% | +4.24% |
ULTY vs IBDZ Drawdown Comparison
The maximum drawdown for ULTY was -26.53%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The maximum drawdown for IBDZ was -5.56%, occurring on Jan 13, 2025. Recovery took 191 trading sessions.
The current ULTY drawdown is -12.78%. The current IBDZ drawdown is -1.68%.
| Rank | ULTY | IBDZ |
|---|---|---|
| #1 | -26.53% Feb 18, 2025 - Jun 24, 2025 | -5.56% Sep 16, 2024 - Jun 23, 2025 |
| #2 | -24.14% Oct 9, 2025 - Mar 30, 2026 | -3.04% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -20.51% Mar 4, 2024 - Nov 11, 2024 | -1.41% Jun 24, 2024 - Jul 5, 2024 |
| #4 | -6.51% Dec 6, 2024 - Feb 18, 2025 | -1.40% Oct 27, 2025 - Nov 25, 2025 |
| #5 | -5.03% Jul 18, 2025 - Sep 15, 2025 | -1.36% Jul 1, 2025 - Jul 29, 2025 |
| #6 | -3.47% Nov 11, 2024 - Nov 22, 2024 | -1.36% Aug 5, 2024 - Aug 14, 2024 |
| #7 | -2.61% Sep 19, 2025 - Oct 6, 2025 | -1.27% Jul 16, 2024 - Jul 31, 2024 |
| #8 | -1.75% Jun 30, 2025 - Jul 2, 2025 | -1.06% Jun 6, 2024 - Jun 13, 2024 |
| #9 | -0.80% Jun 26, 2025 - Jun 30, 2025 | -1.04% Nov 26, 2025 - Jan 14, 2026 |
| #10 | -0.80% Jul 3, 2025 - Jul 9, 2025 | -0.98% Jan 14, 2026 - Feb 6, 2026 |
| #11 | -0.70% Nov 25, 2024 - Nov 29, 2024 | -0.94% Sep 15, 2025 - Oct 15, 2025 |
| #12 | -0.54% Oct 6, 2025 - Oct 8, 2025 | -0.90% May 24, 2024 - Jun 3, 2024 |
| #13 | -0.32% Jul 10, 2025 - Jul 14, 2025 | -0.77% Aug 23, 2024 - Sep 4, 2024 |
| #14 | -0.32% Jun 24, 2025 - Jun 26, 2025 | -0.65% Aug 13, 2025 - Aug 27, 2025 |
| #15 | -0.20% Nov 29, 2024 - Dec 4, 2024 | -0.58% Aug 21, 2024 - Aug 23, 2024 |
Correlation
Correlation between ULTY and IBDZ is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.53
-101
Dividend Comparison (2024 - 2026)
ULTY vs IBDZ dividend yield comparison.
| Year | ULTY | IBDZ |
|---|---|---|
| 2026 | 32.17% | 2.01% |
| 2025 | 142.99% | 4.85% |
| 2024 | 111.70% | 2.50% |
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