XYZY vs CVAR

Comparison between YIELDMAX(R) XYZ OPTION INCOME STRATEGY ETF (XYZY, ETF) and CULTIVAR ETF (CVAR, ETF).

XYZY vs CVAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XYZY(ETF)	CVAR(ETF)
Net Assets	$39M	$39M
Expense Ratio	1.36%	0.87%
Max Drawdown	81.82%	20.48%
Sharpe Ratio	-0.00	0.69
5Y Beta	1.38	0.55
P/E Ratio	N/A	28.62
Forward P/E	N/A	14.36
PEG Ratio	N/A	-0.23
5Y EPS CAGR	N/A	1.17%
Debt to Equity	N/A	11.33%
P/S Ratio	N/A	1.25
P/B Ratio	N/A	2.06

Net Assets

XYZY

$39M

Winner

CVAR

$39M

Expense Ratio

XYZY

1.36%

Winner

CVAR

0.87%

Max Drawdown

XYZY

81.82%

Winner

CVAR

20.48%

Sharpe Ratio

XYZY

-0.00

Winner

CVAR

0.69

5Y Beta

XYZY

1.38

Winner

CVAR

0.55

P/E Ratio

XYZY

N/A

CVAR

28.62

Forward P/E

XYZY

N/A

CVAR

14.36

PEG Ratio

XYZY

N/A

CVAR

-0.23

5Y EPS CAGR

XYZY

N/A

CVAR

1.17%

Debt to Equity

XYZY

N/A

CVAR

11.33%

P/S Ratio

XYZY

N/A

CVAR

1.25

P/B Ratio

XYZY

N/A

CVAR

2.06

XYZY vs CVAR - Holdings Comparison

XYZY and CVAR have 0 common holdings. Overlap is 0.00%

XYZY's top 25 holdings weight is -8.99%. CVAR's top 25 holdings weight is 49.41%.

Rank	XYZY	CVAR
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.22%	UNITED STATES TREASURY BONDS 2.875% (n/a) - 4.15%
#2	BLOCK INC CLASS A (XYZ) - -13.21%	MARKETAXESS HOLDINGS INC (MKTX) - 3.71%
#3	N/A	CORE LABORATORIES INC (CLB) - 3.10%
#4	N/A	UNITED STATES TREASURY BONDS 4.625% (n/a) - 3.05%
#5	N/A	HEALTHCARE SERVICES GROUP INC (HCSG) - 2.51%
#6	N/A	PROTO LABS INC (PRLB) - 2.32%
#7	N/A	ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 2.18%
#8	N/A	HUMANA INC (HUM) - 2.02%
#9	N/A	SOUTHWEST AIRLINES CO (LUV) - 1.99%
#10	N/A	ALBEMARLE CORP (ALB) - 1.87%
#11	N/A	THE HERSHEY CO (HSY) - 1.74%
#12	N/A	QORVO INC (QRVO) - 1.74%
#13	N/A	NORTHWEST NATURAL HOLDING CO (NWN) - 1.72%
#14	N/A	EVERSOURCE ENERGY (ES) - 1.65%
#15	N/A	DASSAULT SYSTEMES SE ADR (DASTY) - 1.61%
#16	N/A	KIMBERLY-CLARK CORP (KMB) - 1.58%
#17	N/A	BARRICK MINING CORP (n/a) - 1.51%
#18	N/A	ILLUMINA INC (ILMN) - 1.46%
#19	N/A	BIOGEN INC (BIIB) - 1.45%
#20	N/A	PAYCOM SOFTWARE INC (PAYC) - 1.42%
#21	N/A	NEWMONT CORP (NEM) - 1.41%
#22	N/A	UNITEDHEALTH GROUP INC (UNH) - 1.33%
#23	N/A	PAYPAL HOLDINGS INC (PYPL) - 1.32%
#24	N/A	GLOBAL PAYMENTS INC (GPN) - 1.29%
#25	N/A	ADOBE INC (ADBE) - 1.28%
Total Holdings	2	88

XYZY vs CVAR - Historical Returns

Returns include dividend reinvestment.

Period	XYZY	CVAR
1 month	-6.49%	-0.88%
3 months	+0.69%	-3.61%
6 months	+3.42%	+1.55%
1 year	-3.61%	+11.39%
5 years(CAGR)	N/A	+5.55%
Max(CAGR)	+7.24%	+5.55%

XYZY

-6.49%

Winner

CVAR

-0.88%

Winner

XYZY

+0.69%

CVAR

-3.61%

Winner

XYZY

+3.42%

CVAR

+1.55%

XYZY

-3.61%

Winner

CVAR

+11.39%

5Y(CAGR)

XYZY

N/A

CVAR

+5.55%

Max(CAGR)

Winner

XYZY

+7.24%

CVAR

+5.55%

XYZY vs CVAR - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	XYZY	CVAR
2026	-2.98%	+0.50%
2025	-30.43%	+14.83%
2024	+30.07%	+3.11%
2023	+44.32%	+11.01%
2022	N/A	-6.34%
2021	N/A	+0.71%

XYZY vs CVAR Drawdown Comparison

The maximum drawdown for XYZY was -52.08%, occurring on Feb 12, 2026. This drawdown has not yet recovered.

The maximum drawdown for CVAR was -19.39%, occurring on Sep 27, 2022. Recovery took 197 trading sessions.

The current XYZY drawdown is -39.08%. The current CVAR drawdown is -6.42%.

Rank	XYZY	CVAR
#1	-52.08% Dec 4, 2024 - Feb 12, 2026	-19.39% Apr 20, 2022 - Feb 1, 2023
#2	-20.99% Mar 28, 2024 - Nov 6, 2024	-18.68% Feb 2, 2023 - Jul 16, 2024
#3	-18.23% Dec 28, 2023 - Mar 11, 2024	-13.51% Dec 2, 2024 - Jul 1, 2025
#4	-13.26% Oct 11, 2023 - Nov 3, 2023	-8.45% Feb 27, 2026 - Mar 19, 2026
#5	-4.61% Nov 12, 2024 - Nov 18, 2024	-6.66% Oct 27, 2025 - Dec 11, 2025
#6	-3.62% Nov 22, 2024 - Dec 2, 2024	-5.75% Jul 17, 2024 - Sep 13, 2024
#7	-2.61% Mar 21, 2024 - Mar 26, 2024	-5.42% Jan 14, 2022 - Mar 25, 2022
#8	-2.07% Nov 6, 2024 - Nov 11, 2024	-4.37% Jul 23, 2025 - Aug 22, 2025
#9	-1.78% Mar 13, 2024 - Mar 20, 2024	-3.64% Oct 18, 2024 - Nov 6, 2024
#10	-1.71% Nov 19, 2024 - Nov 21, 2024	-3.35% Oct 3, 2025 - Oct 22, 2025
#11	-1.27% Nov 29, 2023 - Dec 1, 2023	-2.78% Nov 11, 2024 - Nov 25, 2024
#12	-1.05% Nov 8, 2023 - Nov 10, 2023	-2.59% Jul 10, 2025 - Jul 23, 2025
#13	-0.80% Dec 14, 2023 - Dec 19, 2023	-2.49% Mar 29, 2022 - Apr 20, 2022
#14	-0.68% Dec 19, 2023 - Dec 21, 2023	-2.38% Jan 26, 2026 - Feb 11, 2026
#15	-0.49% Dec 8, 2023 - Dec 12, 2023	-1.68% Sep 30, 2024 - Oct 14, 2024