XYZY vs LVLN
Comparison between YIELDMAX(R) XYZ OPTION INCOME STRATEGY ETF (XYZY, ETF) and STATE STREET(R) SPDR(R) S&P(R) LEVERAGED LOAN ETF (LVLN, ETF).
XYZY vs LVLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XYZY
$44M
LVLN
$44M
Expense Ratio
XYZY
1.36%
Winner
LVLN
0.40%
Max Drawdown
XYZY
81.99%
Winner
LVLN
3.62%
Sharpe Ratio
XYZY
0.13
Winner
LVLN
0.23
5Y Beta
XYZY
1.38
Winner
LVLN
0.08
XYZY vs LVLN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XYZY
+11.03%
LVLN
+0.66%
3M
Winner
XYZY
+9.23%
LVLN
+1.70%
6M
Winner
XYZY
+15.20%
LVLN
+1.46%
1Y
XYZY
-2.87%
LVLN
N/A
Max(CAGR)
Winner
XYZY
+12.97%
LVLN
+4.36%
XYZY vs LVLN - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | XYZY | LVLN |
|---|---|---|
| 2026 | +13.12% | +2.01% |
| 2025 | -30.43% | +1.20% |
| 2024 | +30.07% | N/A |
| 2023 | +44.32% | N/A |
XYZY vs LVLN 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 LVLN was -2.34%, occurring on Feb 27, 2026. Recovery took 70 trading sessions.
The current XYZY drawdown is -28.97%. The current LVLN drawdown is -0.04%.
| Rank | XYZY | LVLN |
|---|---|---|
| #1 | -52.08% Dec 4, 2024 - Feb 12, 2026 | -2.34% Jan 22, 2026 - May 4, 2026 |
| #2 | -20.99% Mar 28, 2024 - Nov 6, 2024 | -0.49% Jun 2, 2026 - Jul 1, 2026 |
| #3 | -18.23% Dec 28, 2023 - Mar 11, 2024 | -0.36% May 15, 2026 - Jun 1, 2026 |
| #4 | -13.26% Oct 11, 2023 - Nov 3, 2023 | -0.32% Dec 31, 2025 - Jan 9, 2026 |
| #5 | -4.61% Nov 12, 2024 - Nov 18, 2024 | -0.14% May 8, 2026 - May 14, 2026 |
| #6 | -3.62% Nov 22, 2024 - Dec 2, 2024 | -0.14% Jan 16, 2026 - Jan 22, 2026 |
| #7 | -2.61% Mar 21, 2024 - Mar 26, 2024 | -0.12% Nov 19, 2025 - Dec 4, 2025 |
| #8 | -2.07% Nov 6, 2024 - Nov 11, 2024 | -0.12% May 4, 2026 - May 7, 2026 |
| #9 | -1.78% Mar 13, 2024 - Mar 20, 2024 | -0.10% Jul 16, 2026 - Jul 17, 2026 |
| #10 | -1.71% Nov 19, 2024 - Nov 21, 2024 | -0.10% Dec 26, 2025 - Dec 31, 2025 |
| #11 | -1.27% Nov 29, 2023 - Dec 1, 2023 | -0.07% Jul 2, 2026 - Jul 7, 2026 |
| #12 | -1.05% Nov 8, 2023 - Nov 10, 2023 | -0.06% Jul 14, 2026 - Jul 16, 2026 |
| #13 | -0.80% Dec 14, 2023 - Dec 19, 2023 | -0.06% Dec 10, 2025 - Dec 18, 2025 |
| #14 | -0.68% Dec 19, 2023 - Dec 21, 2023 | -0.04% Jul 7, 2026 - Jul 10, 2026 |
| #15 | -0.49% Dec 8, 2023 - Dec 12, 2023 | -0.02% Jul 10, 2026 - Jul 14, 2026 |
Correlation
Correlation between XYZY and LVLN is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2023 - 2026)
XYZY vs LVLN dividend yield comparison.
| Year | XYZY | LVLN |
|---|---|---|
| 2026 | 38.31% | 3.80% |
| 2025 | 95.35% | 0.50% |
| 2024 | 62.54% | 0.00% |
| 2023 | 9.85% | 0.00% |
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