YMAX vs FLTB
Comparison between YIELDMAX(R) UNIVERSE FUND OF OPTION INCOME ETFS (YMAX, ETF) and FIDELITY LIMITED TERM BOND ETF (FLTB, ETF).
YMAX vs FLTB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
YMAX
$390M
FLTB
$389M
Expense Ratio
YMAX
1.33%
Winner
FLTB
0.25%
Max Drawdown
YMAX
65.66%
Winner
FLTB
11.00%
Sharpe Ratio
YMAX
0.07
Winner
FLTB
0.21
5Y Beta
YMAX
1.24
Winner
FLTB
0.01
5Y Dividends CAGR
YMAX
N/A
FLTB
32.39%
YMAX vs FLTB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
YMAX
+0.47%
FLTB
+0.07%
3M
Winner
YMAX
+8.07%
FLTB
-0.00%
6M
YMAX
-2.48%
Winner
FLTB
+0.94%
1Y
Winner
YMAX
+4.55%
FLTB
+4.25%
5Y(CAGR)
YMAX
N/A
FLTB
+2.21%
10Y(CAGR)
YMAX
N/A
FLTB
+2.45%
Max(CAGR)
Winner
YMAX
+13.22%
FLTB
+2.40%
YMAX vs FLTB - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | YMAX | FLTB |
|---|---|---|
| 2026 | -0.58% | +0.49% |
| 2025 | +5.61% | +6.52% |
| 2024 | +26.33% | +5.22% |
| 2023 | N/A | +5.83% |
| 2022 | N/A | -5.69% |
| 2021 | N/A | -1.20% |
| 2020 | N/A | +5.47% |
| 2019 | N/A | +5.93% |
| 2018 | N/A | +1.24% |
| 2017 | N/A | +2.10% |
| 2016 | N/A | +2.11% |
| 2015 | N/A | +0.83% |
| 2014 | N/A | -0.07% |
YMAX vs FLTB 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 FLTB was -9.37%, occurring on Oct 20, 2022. Recovery took 838 trading sessions.
The current YMAX drawdown is -11.12%. The current FLTB drawdown is -0.48%.
| Rank | YMAX | FLTB |
|---|---|---|
| #1 | -26.11% Oct 8, 2025 - Mar 30, 2026 | -9.37% Feb 11, 2021 - Jun 12, 2024 |
| #2 | -25.43% Dec 6, 2024 - Jun 26, 2025 | -8.20% Mar 5, 2020 - May 29, 2020 |
| #3 | -12.73% Jul 15, 2024 - Oct 29, 2024 | -1.98% Aug 4, 2016 - May 17, 2017 |
| #4 | -7.77% Mar 28, 2024 - May 20, 2024 | -1.76% Sep 7, 2017 - Dec 18, 2018 |
| #5 | -5.55% Jul 28, 2025 - Sep 18, 2025 | -1.63% Oct 15, 2015 - Mar 17, 2016 |
| #6 | -3.00% Feb 15, 2024 - Feb 22, 2024 | -1.52% Feb 23, 2026 - Mar 26, 2026 |
| #7 | -2.92% Oct 29, 2024 - Nov 6, 2024 | -1.36% Apr 3, 2025 - Apr 28, 2025 |
| #8 | -2.46% Jun 12, 2024 - Jul 5, 2024 | -1.19% Apr 27, 2015 - Oct 2, 2015 |
| #9 | -2.37% Sep 22, 2025 - Oct 2, 2025 | -1.09% Oct 1, 2024 - Jan 27, 2025 |
| #10 | -2.31% Mar 1, 2024 - Mar 12, 2024 | -1.08% Oct 15, 2014 - Jan 15, 2015 |
| #11 | -2.23% Jan 29, 2024 - Feb 2, 2024 | -0.96% Feb 2, 2015 - Apr 1, 2015 |
| #12 | -2.11% May 21, 2024 - Jun 5, 2024 | -0.85% Sep 4, 2019 - Oct 2, 2019 |
| #13 | -2.09% Nov 11, 2024 - Nov 19, 2024 | -0.59% Apr 30, 2025 - May 30, 2025 |
| #14 | -1.84% Mar 12, 2024 - Mar 20, 2024 | -0.55% Oct 4, 2019 - Dec 3, 2019 |
| #15 | -1.72% Feb 12, 2024 - Feb 14, 2024 | -0.51% May 6, 2016 - Jun 3, 2016 |
Correlation
Correlation between YMAX and FLTB 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 FLTB dividend yield comparison.
| Year | YMAX | FLTB |
|---|---|---|
| 2026 | 23.57% | 1.80% |
| 2025 | 78.70% | 4.31% |
| 2024 | 44.20% | 4.11% |
| 2023 | 0.00% | 3.20% |
| 2022 | 0.00% | 1.63% |
| 2021 | 0.00% | 0.89% |
| 2020 | 0.00% | 1.56% |
| 2019 | 0.00% | 2.67% |
| 2018 | 0.00% | 2.50% |
| 2017 | 0.00% | 1.78% |
| 2016 | 0.00% | 1.59% |
| 2015 | 0.00% | 1.63% |
| 2014 | 0.00% | 0.35% |
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