YMAX vs BYLD
Comparison between YIELDMAX(R) UNIVERSE FUND OF OPTION INCOME ETFS (YMAX, ETF) and ISHARES YIELD OPTIMIZED BOND ETF (BYLD, ETF).
YMAX vs BYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
YMAX
$450M
BYLD
$450M
Expense Ratio
YMAX
1.33%
Winner
BYLD
0.13%
Max Drawdown
YMAX
65.66%
Winner
BYLD
20.25%
Sharpe Ratio
YMAX
-0.02
Winner
BYLD
0.77
5Y Beta
YMAX
1.25
Winner
BYLD
0.13
5Y Dividends CAGR
YMAX
N/A
BYLD
9.47%
YMAX vs BYLD - Holdings Comparison
YMAX and BYLD have 0 common holdings. Overlap is 0.00%
YMAX's top 25 holdings weight is 69.30%. BYLD's top 25 holdings weight is 99.90%.
| Rank | YMAX | BYLD |
|---|---|---|
| #1 | YIELDMAX CRCL OPTION INCOME STRATEGY ETF (CRCO) - 3.44% | ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 25.52% |
| #2 | YIELDMAX NFLX OPTION INCOME STRATEGY ETF (NFLY) - 3.17% | ISHARES® 0-3 MONTH TREASURY BOND ETF (SGOV) - 23.98% |
| #3 | YIELDMAX XYZ OPTION INCOME STRATEGY ETF (XYZY) - 3.12% | ISHARES BROAD USD HIGH YIELD CORP BD ETF (USHY) - 20.17% |
| #4 | YIELDMAX COIN OPTION INCOME STRATEGY ETF (CONY) - 2.85% | ISHARES J.P. MORGAN EM HIGH YLD BD ETF (EMHY) - 10.18% |
| #5 | YIELDMAX SNOW OPTION INCOME STRATEGY ETF (SNOY) - 2.78% | ISHARES FLOATING RATE BOND ETF (FLOT) - 10.10% |
| #6 | YIELDMAX(TM) RBLX OPTION INC STRAT ETF (RBLY) - 2.77% | ISHARES CMBS ETF (CMBS) - 9.95% |
| #7 | YIELDMAX DKNG OPTION INCOME STRATEGY ETF (DRAY) - 2.75% | N/A |
| #8 | YIELDMAX HOOD OPTION INCOME STRATEGY ETF (HOOY) - 2.74% | N/A |
| #9 | OTHER ASSETS AND LIABILITIES (n/a) - 2.74% | N/A |
| #10 | YIELDMAX PLTR OPTION INCOME STRATEGY ETF (PLTY) - 2.73% | N/A |
| #11 | YIELDMAX PYPL OPTION INCOME STRATEGY ETF (PYPY) - 2.72% | N/A |
| #12 | YIELDMAX ABNB OPTION INCOME STRATEGY ETF (ABNY) - 2.72% | N/A |
| #13 | YIELDMAX® INNOVATION OPTION INC STGY ETF (OARK) - 2.71% | N/A |
| #14 | YIELDMAX GOLD MINERS OPT INC STRGY ETF (GDXY) - 2.71% | N/A |
| #15 | YIELDMAX SMCI OPTION INCOME STRATEGY ETF (SMCY) - 2.70% | N/A |
| #16 | YIELDMAX RDDT OPTION INCOME STRATEGY ETF (RDYY) - 2.68% | N/A |
| #17 | YIELDMAX AMD OPTION INCOME STRATEGY ETF (AMDY) - 2.67% | N/A |
| #18 | YIELDMAX MRNA OPTION INCOME STRATEGY ETF (MRNY) - 2.67% | N/A |
| #19 | YIELDMAX CVNA OPTION INCOME STRATEGY ETF (CVNY) - 2.67% | N/A |
| #20 | YIELDMAX AMZN OPTION INCOME STRATEGY ETF (AMZY) - 2.66% | N/A |
| #21 | YIELDMAX MSFT OPTION INCOME STRATEGY ETF (MSFO) - 2.66% | N/A |
| #22 | YIELDMAX BITCOIN OPTION INC STRAT ETF (YBIT) - 2.66% | N/A |
| #23 | YIELDMAX GME OPTION INCOME STRATEGY ETF (GMEY) - 2.66% | N/A |
| #24 | YIELDMAX DIS OPTION INCOME STRATEGY ETF (DISO) - 2.66% | N/A |
| #25 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.66% | N/A |
| Total Holdings | 50 | 6 |
YMAX vs BYLD - Historical Returns
Returns include dividend reinvestment.
1M
YMAX
-0.72%
Winner
BYLD
+1.33%
3M
Winner
YMAX
+9.04%
BYLD
+1.67%
6M
YMAX
-0.45%
Winner
BYLD
+1.81%
1Y
YMAX
+2.86%
Winner
BYLD
+7.12%
5Y(CAGR)
YMAX
N/A
BYLD
+2.33%
10Y(CAGR)
YMAX
N/A
BYLD
+3.02%
Max(CAGR)
Winner
YMAX
+13.53%
BYLD
+2.98%
YMAX vs BYLD - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | YMAX | BYLD |
|---|---|---|
| 2026 | +0.46% | +1.57% |
| 2025 | +5.61% | +8.19% |
| 2024 | +26.33% | +4.69% |
| 2023 | N/A | +8.20% |
| 2022 | N/A | -9.97% |
| 2021 | N/A | -1.14% |
| 2020 | N/A | +4.00% |
| 2019 | N/A | +12.74% |
| 2018 | N/A | -1.42% |
| 2017 | N/A | +4.76% |
| 2016 | N/A | +6.08% |
| 2015 | N/A | -1.37% |
| 2014 | N/A | +2.51% |
YMAX vs BYLD Drawdown Comparison
The maximum drawdown for YMAX was -26.11%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The maximum drawdown for BYLD was -14.75%, occurring on Oct 20, 2022. Recovery took 914 trading sessions.
The current YMAX drawdown is -10.19%.
| Rank | YMAX | BYLD |
|---|---|---|
| #1 | -26.11% Oct 8, 2025 - Mar 30, 2026 | -14.75% Dec 31, 2020 - Aug 21, 2024 |
| #2 | -25.43% Dec 6, 2024 - Jun 26, 2025 | -14.37% Mar 4, 2020 - Jul 28, 2020 |
| #3 | -12.73% Jul 15, 2024 - Oct 29, 2024 | -3.84% Apr 15, 2015 - Apr 6, 2016 |
| #4 | -7.77% Mar 28, 2024 - May 20, 2024 | -2.93% Jan 5, 2018 - Jan 23, 2019 |
| #5 | -5.55% Jul 28, 2025 - Sep 18, 2025 | -2.82% Feb 28, 2025 - May 30, 2025 |
| #6 | -3.00% Feb 15, 2024 - Feb 22, 2024 | -2.71% Feb 27, 2026 - Jun 16, 2026 |
| #7 | -2.92% Oct 29, 2024 - Nov 6, 2024 | -2.64% Sep 6, 2016 - Apr 5, 2017 |
| #8 | -2.46% Jun 12, 2024 - Jul 5, 2024 | -2.50% Oct 13, 2014 - Apr 7, 2015 |
| #9 | -2.37% Sep 22, 2025 - Oct 2, 2025 | -2.37% Oct 1, 2024 - Feb 24, 2025 |
| #10 | -2.31% Mar 1, 2024 - Mar 12, 2024 | -1.52% Sep 4, 2019 - Nov 26, 2019 |
| #11 | -2.23% Jan 29, 2024 - Feb 2, 2024 | -1.39% Aug 6, 2020 - Nov 23, 2020 |
| #12 | -2.11% May 21, 2024 - Jun 5, 2024 | -1.23% Aug 28, 2014 - Oct 13, 2014 |
| #13 | -2.09% Nov 11, 2024 - Nov 19, 2024 | -1.12% Oct 27, 2025 - Dec 23, 2025 |
| #14 | -1.84% Mar 12, 2024 - Mar 20, 2024 | -1.11% Jul 23, 2014 - Aug 11, 2014 |
| #15 | -1.72% Feb 12, 2024 - Feb 14, 2024 | -0.98% Jun 14, 2017 - Jul 18, 2017 |
Correlation
Correlation between YMAX and BYLD is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2014 - 2026)
YMAX vs BYLD dividend yield comparison.
| Year | YMAX | BYLD |
|---|---|---|
| 2026 | 24.56% | 2.22% |
| 2025 | 78.70% | 5.32% |
| 2024 | 44.20% | 5.31% |
| 2023 | 0.00% | 4.45% |
| 2022 | 0.00% | 3.39% |
| 2021 | 0.00% | 2.18% |
| 2020 | 0.00% | 3.41% |
| 2019 | 0.00% | 3.67% |
| 2018 | 0.00% | 4.22% |
| 2017 | 0.00% | 3.22% |
| 2016 | 0.00% | 3.13% |
| 2015 | 0.00% | 3.37% |
| 2014 | 0.00% | 2.12% |
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