YMAX vs DFJ
Comparison between YIELDMAX(R) UNIVERSE FUND OF OPTION INCOME ETFS (YMAX, ETF) and WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND (DFJ, ETF).
YMAX vs DFJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
YMAX
$390M
DFJ
$389M
Expense Ratio
YMAX
1.33%
Winner
DFJ
0.58%
Max Drawdown
YMAX
65.66%
Winner
DFJ
46.70%
Sharpe Ratio
YMAX
0.07
Winner
DFJ
1.28
5Y Beta
YMAX
1.24
Winner
DFJ
0.47
5Y Dividends CAGR
YMAX
N/A
DFJ
13.54%
YMAX vs DFJ - Holdings Comparison
YMAX and DFJ have 1 common holdings. Overlap is -0.87%
YMAX's top 25 holdings weight is 69.30%. DFJ's top 25 holdings weight is 13.04%.
| Rank | YMAX | DFJ |
|---|---|---|
| #1 | YIELDMAX CRCL OPTION INCOME STRATEGY ETF (CRCO) - 3.44% | SKY PERFECT JSAT CORP (n/a) - 0.76% |
| #2 | YIELDMAX NFLX OPTION INCOME STRATEGY ETF (NFLY) - 3.17% | DAISHI HOKUETSU FINANCIAL GROUP INC (n/a) - 0.71% |
| #3 | YIELDMAX XYZ OPTION INCOME STRATEGY ETF (XYZY) - 3.12% | CHUGIN FINANCIAL GROUP INC (n/a) - 0.69% |
| #4 | YIELDMAX COIN OPTION INCOME STRATEGY ETF (CONY) - 2.85% | NSK LTD (n/a) - 0.62% |
| #5 | YIELDMAX SNOW OPTION INCOME STRATEGY ETF (SNOY) - 2.78% | EXEDY CORP (n/a) - 0.58% |
| #6 | YIELDMAX(TM) RBLX OPTION INC STRAT ETF (RBLY) - 2.77% | MITSUBISHI MATERIALS CORP (n/a) - 0.57% |
| #7 | YIELDMAX DKNG OPTION INCOME STRATEGY ETF (DRAY) - 2.75% | YAMAGUCHI FINANCIAL GROUP INC (n/a) - 0.55% |
| #8 | YIELDMAX HOOD OPTION INCOME STRATEGY ETF (HOOY) - 2.74% | NICHIAS CORP (n/a) - 0.53% |
| #9 | OTHER ASSETS AND LIABILITIES (n/a) - 2.74% | CITIZEN WATCH CO LTD (n/a) - 0.53% |
| #10 | YIELDMAX PLTR OPTION INCOME STRATEGY ETF (PLTY) - 2.73% | INFRONEER HOLDINGS INC (n/a) - 0.53% |
| #11 | YIELDMAX PYPL OPTION INCOME STRATEGY ETF (PYPY) - 2.72% | SEINO HOLDINGS CO LTD (n/a) - 0.52% |
| #12 | YIELDMAX ABNB OPTION INCOME STRATEGY ETF (ABNY) - 2.72% | HAZAMA ANDO CORP (n/a) - 0.50% |
| #13 | YIELDMAX® INNOVATION OPTION INC STGY ETF (OARK) - 2.71% | NISHI-NIPPON FINANCIAL HOLDINGS INC (n/a) - 0.50% |
| #14 | YIELDMAX GOLD MINERS OPT INC STRGY ETF (GDXY) - 2.71% | ANRITSU CORP (n/a) - 0.49% |
| #15 | YIELDMAX SMCI OPTION INCOME STRATEGY ETF (SMCY) - 2.70% | ADEKA CORP (n/a) - 0.48% |
| #16 | YIELDMAX RDDT OPTION INCOME STRATEGY ETF (RDYY) - 2.68% | DEXERIALS CORP (n/a) - 0.47% |
| #17 | YIELDMAX AMD OPTION INCOME STRATEGY ETF (AMDY) - 2.67% | ZEON CORP (n/a) - 0.47% |
| #18 | YIELDMAX MRNA OPTION INCOME STRATEGY ETF (MRNY) - 2.67% | SANKI ENGINEERING CO LTD (n/a) - 0.46% |
| #19 | YIELDMAX CVNA OPTION INCOME STRATEGY ETF (CVNY) - 2.67% | MACNICA HOLDINGS INC (n/a) - 0.46% |
| #20 | YIELDMAX AMZN OPTION INCOME STRATEGY ETF (AMZY) - 2.66% | NIPPON SHOKUBAI CO LTD (n/a) - 0.45% |
| #21 | YIELDMAX MSFT OPTION INCOME STRATEGY ETF (MSFO) - 2.66% | KIYO BANK LTD (n/a) - 0.45% |
| #22 | YIELDMAX BITCOIN OPTION INC STRAT ETF (YBIT) - 2.66% | KANEMATSU CORP (n/a) - 0.44% |
| #23 | YIELDMAX GME OPTION INCOME STRATEGY ETF (GMEY) - 2.66% | DOWA HOLDINGS CO LTD (n/a) - 0.44% |
| #24 | YIELDMAX DIS OPTION INCOME STRATEGY ETF (DISO) - 2.66% | KYUSHU FINANCIAL GROUP INC (n/a) - 0.43% |
| #25 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.66% | TOKYO SEIMITSU CO LTD (n/a) - 0.41% |
| Total Holdings | 50 | 795 |
YMAX vs DFJ - Historical Returns
Returns include dividend reinvestment.
1M
YMAX
+0.47%
Winner
DFJ
+1.18%
3M
Winner
YMAX
+8.07%
DFJ
-0.33%
6M
YMAX
-2.48%
Winner
DFJ
+11.38%
1Y
YMAX
+4.55%
Winner
DFJ
+26.75%
5Y(CAGR)
YMAX
N/A
DFJ
+9.43%
10Y(CAGR)
YMAX
N/A
DFJ
+8.61%
Max(CAGR)
Winner
YMAX
+13.22%
DFJ
+5.83%
YMAX vs DFJ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | YMAX | DFJ |
|---|---|---|
| 2026 | -0.58% | +8.15% |
| 2025 | +5.61% | +32.00% |
| 2024 | +26.33% | +3.57% |
| 2023 | N/A | +21.71% |
| 2022 | N/A | -8.90% |
| 2021 | N/A | +1.91% |
| 2020 | N/A | +0.11% |
| 2019 | N/A | +16.27% |
| 2018 | N/A | -18.93% |
| 2017 | N/A | +31.33% |
| 2016 | N/A | +13.37% |
| 2015 | N/A | +18.01% |
| 2014 | N/A | -2.00% |
| 2013 | N/A | +16.59% |
| 2012 | N/A | +5.09% |
| 2011 | N/A | -4.39% |
| 2010 | N/A | +15.08% |
| 2009 | N/A | -0.91% |
| 2008 | N/A | -12.90% |
| 2007 | N/A | -10.73% |
| 2006 | N/A | +1.74% |
YMAX vs DFJ 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 DFJ was -45.97%, occurring on Oct 10, 2008. Recovery took 1531 trading sessions.
The current YMAX drawdown is -11.12%. The current DFJ drawdown is -7.18%.
| Rank | YMAX | DFJ |
|---|---|---|
| #1 | -26.11% Oct 8, 2025 - Mar 30, 2026 | -45.97% Feb 26, 2007 - Mar 26, 2013 |
| #2 | -25.43% Dec 6, 2024 - Jun 26, 2025 | -40.00% Jan 26, 2018 - Mar 19, 2021 |
| #3 | -12.73% Jul 15, 2024 - Oct 29, 2024 | -29.72% Sep 16, 2021 - Mar 6, 2024 |
| #4 | -7.77% Mar 28, 2024 - May 20, 2024 | -15.24% May 8, 2013 - Jan 17, 2014 |
| #5 | -5.55% Jul 28, 2025 - Sep 18, 2025 | -13.83% Aug 10, 2015 - Jun 6, 2016 |
| #6 | -3.00% Feb 15, 2024 - Feb 22, 2024 | -13.03% Feb 27, 2026 - Mar 20, 2026 |
| #7 | -2.92% Oct 29, 2024 - Nov 6, 2024 | -12.59% Mar 19, 2025 - Apr 21, 2025 |
| #8 | -2.46% Jun 12, 2024 - Jul 5, 2024 | -12.12% Jul 28, 2014 - Mar 16, 2015 |
| #9 | -2.37% Sep 22, 2025 - Oct 2, 2025 | -10.77% Jul 31, 2024 - Aug 27, 2024 |
| #10 | -2.31% Mar 1, 2024 - Mar 12, 2024 | -10.61% Aug 18, 2006 - Jan 24, 2007 |
| #11 | -2.23% Jan 29, 2024 - Feb 2, 2024 | -9.84% Jun 30, 2006 - Aug 18, 2006 |
| #12 | -2.11% May 21, 2024 - Jun 5, 2024 | -9.62% Sep 26, 2024 - Mar 17, 2025 |
| #13 | -2.09% Nov 11, 2024 - Nov 19, 2024 | -8.89% Jan 21, 2014 - Jun 18, 2014 |
| #14 | -1.84% Mar 12, 2024 - Mar 20, 2024 | -8.53% Mar 22, 2021 - Sep 7, 2021 |
| #15 | -1.72% Feb 12, 2024 - Feb 14, 2024 | -6.78% Sep 16, 2025 - Dec 15, 2025 |
Correlation
Correlation between YMAX and DFJ is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.61
-101
Dividend Comparison (2006 - 2026)
YMAX vs DFJ dividend yield comparison.
| Year | YMAX | DFJ |
|---|---|---|
| 2026 | 23.57% | 0.00% |
| 2025 | 78.70% | 2.68% |
| 2024 | 44.20% | 2.46% |
| 2023 | 0.00% | 2.43% |
| 2022 | 0.00% | 2.62% |
| 2021 | 0.00% | 2.07% |
| 2020 | 0.00% | 2.59% |
| 2019 | 0.00% | 2.24% |
| 2018 | 0.00% | 1.89% |
| 2017 | 0.00% | 1.60% |
| 2016 | 0.00% | 1.76% |
| 2015 | 0.00% | 1.23% |
| 2014 | 0.00% | 1.63% |
| 2013 | 0.00% | 2.20% |
| 2012 | 0.00% | 2.23% |
| 2011 | 0.00% | 2.15% |
| 2010 | 0.00% | 1.70% |
| 2009 | 0.00% | 1.88% |
| 2008 | 0.00% | 1.18% |
| 2007 | 0.00% | 1.37% |
| 2006 | 0.00% | 0.10% |
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