XYZY vs DIVS

Comparison between YIELDMAX(R) XYZ OPTION INCOME STRATEGY ETF (XYZY, ETF) and GUINNESS ATKINSON DIVIDEND BUILDER ETF (DIVS, ETF).

XYZY vs DIVS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XYZY(ETF)	DIVS(ETF)
Net Assets	$38M	$38M
Expense Ratio	1.36%	0.45%
Max Drawdown	81.82%	29.55%
Sharpe Ratio	0.06	0.53
5Y Beta	1.38	0.57
P/E Ratio	N/A	29.60
Forward P/E	N/A	20.92
PEG Ratio	N/A	1.26
5Y EPS CAGR	N/A	10.45%
P/S Ratio	N/A	3.38
P/B Ratio	N/A	5.74

Net Assets

XYZY

$38M

Winner

DIVS

$38M

Expense Ratio

XYZY

1.36%

Winner

DIVS

0.45%

Max Drawdown

XYZY

81.82%

Winner

DIVS

29.55%

Sharpe Ratio

XYZY

0.06

Winner

DIVS

0.53

5Y Beta

XYZY

1.38

Winner

DIVS

0.57

P/E Ratio

XYZY

N/A

DIVS

29.60

Forward P/E

XYZY

N/A

DIVS

20.92

PEG Ratio

XYZY

N/A

DIVS

1.26

5Y EPS CAGR

XYZY

N/A

DIVS

10.45%

P/S Ratio

XYZY

N/A

DIVS

3.38

P/B Ratio

XYZY

N/A

DIVS

5.74

XYZY vs DIVS - Holdings Comparison

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

XYZY's top 25 holdings weight is -8.99%. DIVS's top 25 holdings weight is 75.50%.

Rank	XYZY	DIVS
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.22%	CISCO SYSTEMS INC (CSCO) - 4.64%
#2	BLOCK INC CLASS A (XYZ) - -13.21%	BROADCOM INC (AVGO) - 4.40%
#3	N/A	TEXAS INSTRUMENTS INC (TXN) - 4.26%
#4	N/A	EATON CORP PLC (ETN) - 3.33%
#5	N/A	ABB LTD (n/a) - 3.32%
#6	N/A	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.31%
#7	N/A	PUBLICIS GROUPE SA (n/a) - 3.20%
#8	N/A	MICROSOFT CORP (MSFT) - 3.04%
#9	N/A	PAYCHEX INC (PAYX) - 2.98%
#10	N/A	COCA-COLA CO (KO) - 2.94%
#11	N/A	MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.93%
#12	N/A	SCHNEIDER ELECTRIC SE (n/a) - 2.88%
#13	N/A	ABBVIE INC (ABBV) - 2.87%
#14	N/A	RELX PLC (n/a) - 2.85%
#15	N/A	AFLAC INC (AFL) - 2.79%
#16	N/A	DEUTSCHE BOERSE AG (n/a) - 2.78%
#17	N/A	EMERSON ELECTRIC CO (EMR) - 2.64%
#18	N/A	JOHNSON & JOHNSON (JNJ) - 2.62%
#19	N/A	NESTLE SA (n/a) - 2.59%
#20	N/A	ATLAS COPCO AB CLASS A (n/a) - 2.57%
#21	N/A	ARTHUR J. GALLAGHER & CO (AJG) - 2.57%
#22	N/A	BLACKROCK INC (BLK) - 2.52%
#23	N/A	ANTA SPORTS PRODUCTS LTD (n/a) - 2.51%
#24	N/A	DANONE SA (n/a) - 2.49%
#25	N/A	PEPSICO INC (PEP) - 2.47%
Total Holdings	2	37

XYZY vs DIVS - Historical Returns

Returns include dividend reinvestment.

Period	XYZY	DIVS
1 month	-5.87%	+0.28%
3 months	+3.97%	+2.21%
6 months	+5.85%	+5.56%
1 year	-2.53%	+8.93%
5 years(CAGR)	N/A	+8.80%
Max(CAGR)	+8.17%	+10.04%

XYZY

-5.87%

Winner

DIVS

+0.28%

Winner

XYZY

+3.97%

DIVS

+2.21%

Winner

XYZY

+5.85%

DIVS

+5.56%

XYZY

-2.53%

Winner

DIVS

+8.93%

5Y(CAGR)

XYZY

N/A

DIVS

+8.80%

Max(CAGR)

XYZY

+8.17%

Winner

DIVS

+10.04%

XYZY vs DIVS - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	XYZY	DIVS
2026	-0.66%	+5.35%
2025	-30.43%	+12.10%
2024	+30.07%	+13.22%
2023	+44.32%	+15.53%
2022	N/A	-8.91%
2021	N/A	+17.53%

XYZY vs DIVS 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 DIVS was -29.55%, occurring on May 5, 2021. Recovery took 3 trading sessions.

The current XYZY drawdown is -37.62%. The current DIVS drawdown is -2.59%.

Rank	XYZY	DIVS
#1	-52.08% Dec 4, 2024 - Feb 12, 2026	-29.55% May 3, 2021 - May 6, 2021
#2	-20.99% Mar 28, 2024 - Nov 6, 2024	-20.72% Jan 4, 2022 - Jun 15, 2023
#3	-18.23% Dec 28, 2023 - Mar 11, 2024	-12.61% Mar 7, 2025 - May 19, 2025
#4	-13.26% Oct 11, 2023 - Nov 3, 2023	-10.61% Feb 27, 2026 - Mar 27, 2026
#5	-4.61% Nov 12, 2024 - Nov 18, 2024	-9.92% Jul 25, 2023 - Dec 13, 2023
#6	-3.62% Nov 22, 2024 - Dec 2, 2024	-6.29% Oct 18, 2024 - Feb 20, 2025
#7	-2.61% Mar 21, 2024 - Mar 26, 2024	-5.54% Aug 16, 2021 - Nov 3, 2021
#8	-2.07% Nov 6, 2024 - Nov 11, 2024	-5.05% Mar 12, 2024 - May 10, 2024
#9	-1.78% Mar 13, 2024 - Mar 20, 2024	-4.41% Oct 20, 2025 - Jan 14, 2026
#10	-1.71% Nov 19, 2024 - Nov 21, 2024	-4.18% Jul 17, 2024 - Aug 15, 2024
#11	-1.27% Nov 29, 2023 - Dec 1, 2023	-3.80% Jul 25, 2025 - Sep 11, 2025
#12	-1.05% Nov 8, 2023 - Nov 10, 2023	-3.52% Nov 9, 2021 - Dec 8, 2021
#13	-0.80% Dec 14, 2023 - Dec 19, 2023	-2.86% May 15, 2024 - Jun 12, 2024
#14	-0.68% Dec 19, 2023 - Dec 21, 2023	-2.64% Jun 12, 2025 - Jun 30, 2025
#15	-0.49% Dec 8, 2023 - Dec 12, 2023	-2.56% Aug 30, 2024 - Sep 16, 2024