WRND vs HIYY

Comparison between NYLI GLOBAL EQUITY R&D LEADERS ETF (WRND, ETF) and YieldMax HIMS Option Income Strategy ETF (HIYY, ETF).

WRND vs HIYY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WRND(ETF)	HIYY(ETF)
Net Assets	$11M	$10M
Expense Ratio	0.18%	1.01%
Max Drawdown	28.20%	81.04%
Sharpe Ratio	1.02	-0.34
5Y Beta	1.02	2.01
P/E Ratio	25.82	N/A
Forward P/E	23.64	N/A
PEG Ratio	0.37	N/A
5Y EPS CAGR	31.50%	N/A
Debt to Equity	59.78%	N/A
P/S Ratio	5.87	N/A
P/B Ratio	7.51	N/A

Net Assets

Winner

WRND

$11M

HIYY

$10M

Expense Ratio

Winner

WRND

0.18%

HIYY

1.01%

Max Drawdown

Winner

WRND

28.20%

HIYY

81.04%

Sharpe Ratio

Winner

WRND

1.02

HIYY

-0.34

5Y Beta

Winner

WRND

1.02

HIYY

2.01

P/E Ratio

WRND

25.82

HIYY

N/A

Forward P/E

WRND

23.64

HIYY

N/A

PEG Ratio

WRND

0.37

HIYY

N/A

5Y EPS CAGR

WRND

31.50%

HIYY

N/A

Debt to Equity

WRND

59.78%

HIYY

N/A

P/S Ratio

WRND

5.87

HIYY

N/A

P/B Ratio

WRND

7.51

HIYY

N/A

WRND vs HIYY - Holdings Comparison

WRND and HIYY have 0 common holdings. Overlap is 0.00%

WRND's top 25 holdings weight is 68.25%. HIYY's top 25 holdings weight is 3.96%.

Rank	WRND	HIYY
#1	ALPHABET INC CLASS A (GOOGL) - 7.22%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.96%
#2	NVIDIA CORP (NVDA) - 7.10%	N/A
#3	APPLE INC (AAPL) - 6.80%	N/A
#4	ASML HOLDING NV (n/a) - 5.20%	N/A
#5	n/a (n/a) - 4.97%	N/A
#6	AMAZON.COM INC (AMZN) - 4.10%	N/A
#7	MICROSOFT CORP (MSFT) - 4.10%	N/A
#8	BROADCOM INC (AVGO) - 3.24%	N/A
#9	META PLATFORMS INC CLASS A (META) - 3.08%	N/A
#10	ELI LILLY AND CO (LLY) - 2.77%	N/A
#11	ASTRAZENECA PLC (AZN) - 2.58%	N/A
#12	SIEMENS AG (n/a) - 2.13%	N/A
#13	TOKYO ELECTRON LTD (n/a) - 1.58%	N/A
#14	NOVO NORDISK AS CLASS B (n/a) - 1.48%	N/A
#15	SAP SE (n/a) - 1.48%	N/A
#16	SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.40%	N/A
#17	EATON CORP PLC (ETN) - 1.33%	N/A
#18	DELTA ELECTRONICS INC (n/a) - 1.19%	N/A
#19	APPLIED MATERIALS INC (AMAT) - 1.00%	N/A
#20	ADVANTEST CORP (n/a) - 0.97%	N/A
#21	CISCO SYSTEMS INC (CSCO) - 0.93%	N/A
#22	GSK PLC (n/a) - 0.93%	N/A
#23	LAM RESEARCH CORP (LRCX) - 0.92%	N/A
#24	TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.91%	N/A
#25	ORACLE CORP (ORCL) - 0.84%	N/A
Total Holdings	209	1

WRND vs HIYY - Historical Returns

Returns include dividend reinvestment.

Period	WRND	HIYY
1 month	-0.94%	+1.32%
3 months	+1.50%	+12.27%
6 months	+5.80%	+6.49%
1 year	+21.02%	-37.33%
5 years(CAGR)	+13.22%	N/A
Max(CAGR)	+13.22%	-43.06%

WRND

-0.94%

Winner

HIYY

+1.32%

WRND

+1.50%

Winner

HIYY

+12.27%

WRND

+5.80%

Winner

HIYY

+6.49%

Winner

WRND

+21.02%

HIYY

-37.33%

5Y(CAGR)

WRND

+13.22%

HIYY

N/A

Max(CAGR)

Winner

WRND

+13.22%

HIYY

-43.06%

WRND vs HIYY - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	WRND	HIYY
2026	+9.35%	-3.00%
2025	+28.17%	-36.95%
2024	+14.76%	N/A
2023	+33.92%	N/A
2022	-19.17%	N/A

WRND vs HIYY Drawdown Comparison

The maximum drawdown for WRND was -27.16%, occurring on Oct 14, 2022. Recovery took 336 trading sessions.

The maximum drawdown for HIYY was -73.82%, occurring on Mar 3, 2026. This drawdown has not yet recovered.

The current WRND drawdown is -5.98%. The current HIYY drawdown is -43.05%.

Rank	WRND	HIYY
#1	-27.16% Feb 9, 2022 - Jun 13, 2023	-73.82% Oct 15, 2025 - Mar 3, 2026
#2	-18.41% Feb 20, 2025 - Jun 6, 2025	-9.32% Sep 29, 2025 - Oct 15, 2025
#3	-12.43% Jan 28, 2026 - Apr 14, 2026	-4.63% Sep 23, 2025 - Sep 26, 2025
#4	-11.71% Jul 28, 2023 - Dec 14, 2023	N/A
#5	-10.34% Jul 12, 2024 - Sep 26, 2024	N/A
#6	-6.80% Oct 29, 2025 - Jan 6, 2026	N/A
#7	-6.38% Jun 2, 2026 - Jun 10, 2026	N/A
#8	-5.42% Apr 1, 2024 - May 13, 2024	N/A
#9	-4.83% Sep 27, 2024 - Jan 22, 2025	N/A
#10	-3.95% Oct 6, 2025 - Oct 27, 2025	N/A
#11	-3.90% Jul 23, 2025 - Aug 13, 2025	N/A
#12	-3.62% May 14, 2026 - May 26, 2026	N/A
#13	-3.52% Jun 15, 2023 - Jul 13, 2023	N/A
#14	-2.57% Jun 12, 2025 - Jun 26, 2025	N/A
#15	-2.34% Aug 28, 2025 - Sep 8, 2025	N/A

Correlation

Correlation between WRND and HIYY is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.31

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