XYZY vs SPLS
Comparison between YIELDMAX(R) XYZ OPTION INCOME STRATEGY ETF (XYZY, ETF) and PIMCO US Stocks PLUS Active Bond Exchange Traded Fund (SPLS, ETF).
XYZY vs SPLS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XYZY vs SPLS - Holdings Comparison
XYZY and SPLS have 0 common holdings. Overlap is 0.00%
XYZY's top 25 holdings weight is -8.99%. SPLS's top 25 holdings weight is 98.00%.
| Rank | XYZY | SPLS |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.22% | ISHARES CORE S&P 500 ETF (IVV) - 98.00% |
| #2 | BLOCK INC CLASS A (XYZ) - -13.21% | N/A |
| #3 | N/A | N/A |
| #4 | N/A | N/A |
| #5 | N/A | N/A |
| #6 | N/A | N/A |
| #7 | N/A | N/A |
| #8 | N/A | N/A |
| #9 | N/A | N/A |
| #10 | N/A | N/A |
| #11 | N/A | N/A |
| #12 | N/A | N/A |
| #13 | N/A | N/A |
| #14 | N/A | N/A |
| #15 | N/A | N/A |
| #16 | N/A | N/A |
| #17 | N/A | N/A |
| #18 | N/A | N/A |
| #19 | N/A | N/A |
| #20 | N/A | N/A |
| #21 | N/A | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 2 | 1 |
XYZY vs SPLS - Historical Returns
Returns include dividend reinvestment.
XYZY vs SPLS - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | XYZY | SPLS |
|---|---|---|
| 2026 | +13.12% | +9.02% |
| 2025 | -30.43% | N/A |
| 2024 | +30.07% | N/A |
| 2023 | +44.32% | N/A |
XYZY vs SPLS 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 SPLS was -9.24%, occurring on Mar 30, 2026. Recovery took 53 trading sessions.
The current XYZY drawdown is -28.97%. The current SPLS drawdown is -0.97%.
| Rank | XYZY | SPLS |
|---|---|---|
| #1 | -52.08% Dec 4, 2024 - Feb 12, 2026 | -9.24% Jan 27, 2026 - Apr 14, 2026 |
| #2 | -20.99% Mar 28, 2024 - Nov 6, 2024 | -4.38% Jun 2, 2026 - Jun 10, 2026 |
| #3 | -18.23% Dec 28, 2023 - Mar 11, 2024 | -2.25% May 14, 2026 - May 26, 2026 |
| #4 | -13.26% Oct 11, 2023 - Nov 3, 2023 | -2.20% Jan 16, 2026 - Jan 26, 2026 |
| #5 | -4.61% Nov 12, 2024 - Nov 18, 2024 | -1.00% Apr 17, 2026 - Apr 22, 2026 |
| #6 | -3.62% Nov 22, 2024 - Dec 2, 2024 | -0.60% Apr 27, 2026 - Apr 30, 2026 |
| #7 | -2.61% Mar 21, 2024 - Mar 26, 2024 | -0.56% Apr 22, 2026 - Apr 24, 2026 |
| #8 | -2.07% Nov 6, 2024 - Nov 11, 2024 | -0.55% May 6, 2026 - May 8, 2026 |
| #9 | -1.78% Mar 13, 2024 - Mar 20, 2024 | -0.52% May 1, 2026 - May 5, 2026 |
| #10 | -1.71% Nov 19, 2024 - Nov 21, 2024 | -0.16% May 11, 2026 - May 13, 2026 |
| #11 | -1.27% Nov 29, 2023 - Dec 1, 2023 | -0.08% May 26, 2026 - May 28, 2026 |
| #12 | -1.05% Nov 8, 2023 - Nov 10, 2023 | N/A |
| #13 | -0.80% Dec 14, 2023 - Dec 19, 2023 | N/A |
| #14 | -0.68% Dec 19, 2023 - Dec 21, 2023 | N/A |
| #15 | -0.49% Dec 8, 2023 - Dec 12, 2023 | N/A |
Correlation
Correlation between XYZY and SPLS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2023 - 2026)
XYZY vs SPLS dividend yield comparison.
| Year | XYZY | SPLS |
|---|---|---|
| 2026 | 38.31% | 0.55% |
| 2025 | 95.35% | 0.00% |
| 2024 | 62.54% | 0.00% |
| 2023 | 9.85% | 0.00% |
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