YMAX vs JPEM
Comparison between YIELDMAX(R) UNIVERSE FUND OF OPTION INCOME ETFS (YMAX, ETF) and JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF (JPEM, ETF).
YMAX vs JPEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
YMAX
$390M
Winner
JPEM
$390M
Expense Ratio
YMAX
1.33%
Winner
JPEM
0.44%
Max Drawdown
YMAX
65.66%
Winner
JPEM
43.82%
Sharpe Ratio
YMAX
0.07
Winner
JPEM
1.10
5Y Beta
YMAX
1.24
Winner
JPEM
0.53
5Y Dividends CAGR
YMAX
N/A
JPEM
12.48%
YMAX vs JPEM - Holdings Comparison
YMAX and JPEM have 1 common holdings. Overlap is -0.87%
YMAX's top 25 holdings weight is 69.30%. JPEM's top 25 holdings weight is 22.19%.
| Rank | YMAX | JPEM |
|---|---|---|
| #1 | YIELDMAX CRCL OPTION INCOME STRATEGY ETF (CRCO) - 3.44% | n/a (n/a) - 2.19% |
| #2 | YIELDMAX NFLX OPTION INCOME STRATEGY ETF (NFLY) - 3.17% | MEDIATEK INC (n/a) - 2.02% |
| #3 | YIELDMAX XYZ OPTION INCOME STRATEGY ETF (XYZY) - 3.12% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.68% |
| #4 | YIELDMAX COIN OPTION INCOME STRATEGY ETF (CONY) - 2.85% | VALE SA (n/a) - 1.26% |
| #5 | YIELDMAX SNOW OPTION INCOME STRATEGY ETF (SNOY) - 2.78% | ANGLOGOLD ASHANTI PLC (AU) - 1.07% |
| #6 | YIELDMAX(TM) RBLX OPTION INC STRAT ETF (RBLY) - 2.77% | BANK OF CHINA LTD CLASS H (n/a) - 0.97% |
| #7 | YIELDMAX DKNG OPTION INCOME STRATEGY ETF (DRAY) - 2.75% | n/a (n/a) - 0.96% |
| #8 | YIELDMAX HOOD OPTION INCOME STRATEGY ETF (HOOY) - 2.74% | NASPERS LTD CLASS N (n/a) - 0.89% |
| #9 | OTHER ASSETS AND LIABILITIES (n/a) - 2.74% | n/a (n/a) - 0.87% |
| #10 | YIELDMAX PLTR OPTION INCOME STRATEGY ETF (PLTY) - 2.73% | ACCTON TECHNOLOGY CORP (n/a) - 0.87% |
| #11 | YIELDMAX PYPL OPTION INCOME STRATEGY ETF (PYPY) - 2.72% | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 0.84% |
| #12 | YIELDMAX ABNB OPTION INCOME STRATEGY ETF (ABNY) - 2.72% | OTP BANK PLC (n/a) - 0.80% |
| #13 | YIELDMAX® INNOVATION OPTION INC STGY ETF (OARK) - 2.71% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.78% |
| #14 | YIELDMAX GOLD MINERS OPT INC STRGY ETF (GDXY) - 2.71% | n/a (n/a) - 0.77% |
| #15 | YIELDMAX SMCI OPTION INCOME STRATEGY ETF (SMCY) - 2.70% | INFOSYS LTD (n/a) - 0.66% |
| #16 | YIELDMAX RDDT OPTION INCOME STRATEGY ETF (RDYY) - 2.68% | MTN GROUP LTD (n/a) - 0.61% |
| #17 | YIELDMAX AMD OPTION INCOME STRATEGY ETF (AMDY) - 2.67% | YUANTA FINANCIAL HOLDINGS CO LTD (n/a) - 0.60% |
| #18 | YIELDMAX MRNA OPTION INCOME STRATEGY ETF (MRNY) - 2.67% | n/a (n/a) - 0.59% |
| #19 | YIELDMAX CVNA OPTION INCOME STRATEGY ETF (CVNY) - 2.67% | CEMEX SAB DE CV (n/a) - 0.58% |
| #20 | YIELDMAX AMZN OPTION INCOME STRATEGY ETF (AMZY) - 2.66% | SAUDI TELECOM CO (n/a) - 0.57% |
| #21 | YIELDMAX MSFT OPTION INCOME STRATEGY ETF (MSFO) - 2.66% | n/a (n/a) - 0.54% |
| #22 | YIELDMAX BITCOIN OPTION INC STRAT ETF (YBIT) - 2.66% | HINDUSTAN UNILEVER LTD (n/a) - 0.53% |
| #23 | YIELDMAX GME OPTION INCOME STRATEGY ETF (GMEY) - 2.66% | EMAAR PROPERTIES PJSC (n/a) - 0.53% |
| #24 | YIELDMAX DIS OPTION INCOME STRATEGY ETF (DISO) - 2.66% | BANK BRADESCO SA PARTICIPATING PREFERRED (n/a) - 0.51% |
| #25 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.66% | CHINA SHENHUA ENERGY CO LTD CLASS H (n/a) - 0.50% |
| Total Holdings | 50 | 559 |
YMAX vs JPEM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
YMAX
+0.47%
JPEM
-3.07%
3M
Winner
YMAX
+8.07%
JPEM
+0.22%
6M
YMAX
-2.48%
Winner
JPEM
+6.35%
1Y
YMAX
+4.55%
Winner
JPEM
+18.40%
5Y(CAGR)
YMAX
N/A
JPEM
+5.46%
10Y(CAGR)
YMAX
N/A
JPEM
+7.50%
Max(CAGR)
Winner
YMAX
+13.22%
JPEM
+5.49%
YMAX vs JPEM - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | YMAX | JPEM |
|---|---|---|
| 2026 | -0.58% | +3.76% |
| 2025 | +5.61% | +23.12% |
| 2024 | +26.33% | +4.67% |
| 2023 | N/A | +10.68% |
| 2022 | N/A | -9.65% |
| 2021 | N/A | +7.76% |
| 2020 | N/A | -1.85% |
| 2019 | N/A | +15.56% |
| 2018 | N/A | -11.95% |
| 2017 | N/A | +27.87% |
| 2016 | N/A | +18.19% |
| 2015 | N/A | -17.70% |
YMAX vs JPEM 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 JPEM was -40.21%, occurring on Mar 23, 2020. Recovery took 818 trading sessions.
The current YMAX drawdown is -11.12%. The current JPEM drawdown is -5.55%.
| Rank | YMAX | JPEM |
|---|---|---|
| #1 | -26.11% Oct 8, 2025 - Mar 30, 2026 | -40.21% Jan 26, 2018 - Apr 28, 2021 |
| #2 | -25.43% Dec 6, 2024 - Jun 26, 2025 | -34.10% Apr 28, 2015 - Jul 14, 2017 |
| #3 | -12.73% Jul 15, 2024 - Oct 29, 2024 | -21.58% Feb 16, 2022 - Mar 7, 2024 |
| #4 | -7.77% Mar 28, 2024 - May 20, 2024 | -14.31% Oct 7, 2024 - Jun 10, 2025 |
| #5 | -5.55% Jul 28, 2025 - Sep 18, 2025 | -10.32% Feb 25, 2026 - Mar 20, 2026 |
| #6 | -3.00% Feb 15, 2024 - Feb 22, 2024 | -8.08% Sep 13, 2021 - Feb 16, 2022 |
| #7 | -2.92% Oct 29, 2024 - Nov 6, 2024 | -6.92% May 17, 2024 - Sep 24, 2024 |
| #8 | -2.46% Jun 12, 2024 - Jul 5, 2024 | -6.45% Feb 13, 2015 - Apr 2, 2015 |
| #9 | -2.37% Sep 22, 2025 - Oct 2, 2025 | -5.67% Jun 10, 2021 - Sep 7, 2021 |
| #10 | -2.31% Mar 1, 2024 - Mar 12, 2024 | -4.06% Nov 22, 2017 - Dec 28, 2017 |
| #11 | -2.23% Jan 29, 2024 - Feb 2, 2024 | -3.98% Jan 23, 2015 - Feb 13, 2015 |
| #12 | -2.11% May 21, 2024 - Jun 5, 2024 | -3.40% Jan 28, 2026 - Feb 11, 2026 |
| #13 | -2.09% Nov 11, 2024 - Nov 19, 2024 | -3.40% Apr 9, 2024 - May 2, 2024 |
| #14 | -1.84% Mar 12, 2024 - Mar 20, 2024 | -3.19% May 7, 2021 - May 26, 2021 |
| #15 | -1.72% Feb 12, 2024 - Feb 14, 2024 | -3.08% Sep 11, 2017 - Oct 11, 2017 |
Correlation
Correlation between YMAX and JPEM is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.61
-101
Dividend Comparison (2015 - 2026)
YMAX vs JPEM dividend yield comparison.
| Year | YMAX | JPEM |
|---|---|---|
| 2026 | 23.57% | 0.41% |
| 2025 | 78.70% | 4.65% |
| 2024 | 44.20% | 5.12% |
| 2023 | 0.00% | 4.46% |
| 2022 | 0.00% | 4.71% |
| 2021 | 0.00% | 4.40% |
| 2020 | 0.00% | 2.85% |
| 2019 | 0.00% | 3.47% |
| 2018 | 0.00% | 2.79% |
| 2017 | 0.00% | 2.14% |
| 2016 | 0.00% | 1.28% |
| 2015 | 0.00% | 3.22% |
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