XYZY vs VBCE
Comparison between YIELDMAX(R) XYZ OPTION INCOME STRATEGY ETF (XYZY, ETF) and VANGUARD TARGET MATURITY 2031 CORPORATE BOND ETF ETF SHARES (VBCE, ETF).
XYZY vs VBCE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XYZY vs VBCE - Holdings Comparison
XYZY and VBCE have 0 common holdings. Overlap is 0.00%
XYZY's top 25 holdings weight is -8.99%. VBCE's top 25 holdings weight is 23.39%.
| Rank | XYZY | VBCE |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.22% | JPMORGAN CHASE & CO. (n/a) - 2.51% |
| #2 | BLOCK INC CLASS A (XYZ) - -13.21% | GOLDMAN SACHS GROUP, INC. (n/a) - 2.19% |
| #3 | N/A | AMAZON.COM, INC. (n/a) - 1.65% |
| #4 | N/A | SPACE EXPLORATION TECHNOLOGIES CORP. (n/a) - 1.22% |
| #5 | N/A | MORGAN STANLEY (n/a) - 1.16% |
| #6 | N/A | BANK OF AMERICA CORP. (n/a) - 1.16% |
| #7 | N/A | ORACLE CORP. (n/a) - 1.13% |
| #8 | N/A | GENERAL MOTORS FINANCIAL COMPANY INC (n/a) - 1.05% |
| #9 | N/A | NVIDIA CORP. (n/a) - 0.89% |
| #10 | N/A | FORD MOTOR CREDIT COMPANY LLC (n/a) - 0.84% |
| #11 | N/A | TOYOTA MOTOR CREDIT CORP. (n/a) - 0.80% |
| #12 | N/A | SUMITOMO MITSUI FINANCIAL GROUP INC. (n/a) - 0.78% |
| #13 | N/A | JOHN DEERE CAPITAL CORP. (n/a) - 0.72% |
| #14 | N/A | MIZUHO FINANCIAL GROUP INC. (n/a) - 0.69% |
| #15 | N/A | CVS HEALTH CORP (n/a) - 0.66% |
| #16 | N/A | AMERICAN HONDA FINANCE CORPORATION (n/a) - 0.66% |
| #17 | N/A | HCA INC. (n/a) - 0.62% |
| #18 | N/A | PACIFIC GAS AND ELECTRIC COMPANY (n/a) - 0.61% |
| #19 | N/A | ABBVIE INC. (n/a) - 0.60% |
| #20 | N/A | TRUIST FINANCIAL CORP. (n/a) - 0.59% |
| #21 | N/A | SALESFORCE INC. (n/a) - 0.58% |
| #22 | N/A | WELLS FARGO & CO. (n/a) - 0.58% |
| #23 | N/A | BANCO SANTANDER SA (n/a) - 0.57% |
| #24 | N/A | MITSUBISHI UFJ FINANCIAL GROUP INC. (n/a) - 0.57% |
| #25 | N/A | MERCK & CO., INC (n/a) - 0.56% |
| Total Holdings | 2 | 380 |
XYZY vs VBCE - Historical Returns
Returns include dividend reinvestment.
XYZY vs VBCE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | XYZY | VBCE |
|---|---|---|
| 2026 | +14.86% | +1.43% |
| 2025 | -30.43% | N/A |
| 2024 | +30.07% | N/A |
| 2023 | +44.32% | N/A |
XYZY vs VBCE 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 VBCE was -1.53%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current XYZY drawdown is -27.88%. The current VBCE drawdown is -0.54%.
| Rank | XYZY | VBCE |
|---|---|---|
| #1 | -52.08% Dec 4, 2024 - Feb 12, 2026 | -1.53% Apr 17, 2026 - May 19, 2026 |
| #2 | -20.99% Mar 28, 2024 - Nov 6, 2024 | -0.21% Apr 14, 2026 - Apr 17, 2026 |
| #3 | -18.23% Dec 28, 2023 - Mar 11, 2024 | -0.19% Apr 9, 2026 - Apr 13, 2026 |
| #4 | -13.26% Oct 11, 2023 - Nov 3, 2023 | -0.16% Apr 2, 2026 - Apr 7, 2026 |
| #5 | -4.61% Nov 12, 2024 - Nov 18, 2024 | -0.00% Mar 31, 2026 - Apr 2, 2026 |
| #6 | -3.62% Nov 22, 2024 - Dec 2, 2024 | N/A |
| #7 | -2.61% Mar 21, 2024 - Mar 26, 2024 | N/A |
| #8 | -2.07% Nov 6, 2024 - Nov 11, 2024 | N/A |
| #9 | -1.78% Mar 13, 2024 - Mar 20, 2024 | N/A |
| #10 | -1.71% Nov 19, 2024 - Nov 21, 2024 | N/A |
| #11 | -1.27% Nov 29, 2023 - Dec 1, 2023 | N/A |
| #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 VBCE is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2023 - 2026)
XYZY vs VBCE dividend yield comparison.
| Year | XYZY | VBCE |
|---|---|---|
| 2026 | 44.74% | 1.20% |
| 2025 | 95.35% | 0.00% |
| 2024 | 62.54% | 0.00% |
| 2023 | 9.85% | 0.00% |
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