YMAX vs JUSA
Comparison between YIELDMAX(R) UNIVERSE FUND OF OPTION INCOME ETFS (YMAX, ETF) and JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF).
YMAX vs JUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
YMAX
$426M
JUSA
$424M
Expense Ratio
YMAX
1.33%
Winner
JUSA
0.12%
Max Drawdown
YMAX
65.66%
Winner
JUSA
22.96%
Sharpe Ratio
YMAX
-0.24
Winner
JUSA
1.18
5Y Beta
YMAX
1.27
Winner
JUSA
0.96
P/E Ratio
YMAX
N/A
JUSA
27.81
Forward P/E
YMAX
N/A
JUSA
20.36
PEG Ratio
YMAX
N/A
JUSA
0.42
5Y EPS CAGR
YMAX
N/A
JUSA
25.84%
Debt to Equity
YMAX
N/A
JUSA
18.92%
P/S Ratio
YMAX
N/A
JUSA
3.92
P/B Ratio
YMAX
N/A
JUSA
5.62
YMAX vs JUSA - Holdings Comparison
YMAX and JUSA have 1 common holdings. Overlap is -0.87%
YMAX's top 25 holdings weight is 69.30%. JUSA's top 25 holdings weight is 53.64%.
| Rank | YMAX | JUSA |
|---|---|---|
| #1 | YIELDMAX CRCL OPTION INCOME STRATEGY ETF (CRCO) - 3.44% | NVIDIA CORP (NVDA) - 7.78% |
| #2 | YIELDMAX NFLX OPTION INCOME STRATEGY ETF (NFLY) - 3.17% | APPLE INC (AAPL) - 6.71% |
| #3 | YIELDMAX XYZ OPTION INCOME STRATEGY ETF (XYZY) - 3.12% | MICROSOFT CORP (MSFT) - 4.81% |
| #4 | YIELDMAX COIN OPTION INCOME STRATEGY ETF (CONY) - 2.85% | AMAZON.COM INC (AMZN) - 4.01% |
| #5 | YIELDMAX SNOW OPTION INCOME STRATEGY ETF (SNOY) - 2.78% | ALPHABET INC CLASS A (GOOGL) - 3.31% |
| #6 | YIELDMAX(TM) RBLX OPTION INC STRAT ETF (RBLY) - 2.77% | BROADCOM INC (AVGO) - 2.81% |
| #7 | YIELDMAX DKNG OPTION INCOME STRATEGY ETF (DRAY) - 2.75% | ALPHABET INC CLASS C (GOOG) - 2.56% |
| #8 | YIELDMAX HOOD OPTION INCOME STRATEGY ETF (HOOY) - 2.74% | META PLATFORMS INC CLASS A (META) - 2.24% |
| #9 | OTHER ASSETS AND LIABILITIES (n/a) - 2.74% | MICRON TECHNOLOGY INC (MU) - 2.04% |
| #10 | YIELDMAX PLTR OPTION INCOME STRATEGY ETF (PLTY) - 2.73% | TESLA INC (TSLA) - 1.61% |
| #11 | YIELDMAX PYPL OPTION INCOME STRATEGY ETF (PYPY) - 2.72% | ADVANCED MICRO DEVICES INC (AMD) - 1.36% |
| #12 | YIELDMAX ABNB OPTION INCOME STRATEGY ETF (ABNY) - 2.72% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | YIELDMAX® INNOVATION OPTION INC STGY ETF (OARK) - 2.71% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.26% |
| #14 | YIELDMAX GOLD MINERS OPT INC STRGY ETF (GDXY) - 2.71% | LAM RESEARCH CORP (LRCX) - 1.23% |
| #15 | YIELDMAX SMCI OPTION INCOME STRATEGY ETF (SMCY) - 2.70% | JOHNSON & JOHNSON (JNJ) - 1.21% |
| #16 | YIELDMAX RDDT OPTION INCOME STRATEGY ETF (RDYY) - 2.68% | EXXON MOBIL CORP (XOM) - 1.17% |
| #17 | YIELDMAX AMD OPTION INCOME STRATEGY ETF (AMDY) - 2.67% | VISA INC CLASS A (V) - 1.15% |
| #18 | YIELDMAX MRNA OPTION INCOME STRATEGY ETF (MRNY) - 2.67% | ABBVIE INC (ABBV) - 1.05% |
| #19 | YIELDMAX CVNA OPTION INCOME STRATEGY ETF (CVNY) - 2.67% | MASTERCARD INC CLASS A (MA) - 1.04% |
| #20 | YIELDMAX AMZN OPTION INCOME STRATEGY ETF (AMZY) - 2.66% | BANK OF AMERICA CORP (BAC) - 0.93% |
| #21 | YIELDMAX MSFT OPTION INCOME STRATEGY ETF (MSFO) - 2.66% | RTX CORP (RTX) - 0.89% |
| #22 | YIELDMAX BITCOIN OPTION INC STRAT ETF (YBIT) - 2.66% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 0.83% |
| #23 | YIELDMAX GME OPTION INCOME STRATEGY ETF (GMEY) - 2.66% | WELLS FARGO & CO (WFC) - 0.81% |
| #24 | YIELDMAX DIS OPTION INCOME STRATEGY ETF (DISO) - 2.66% | UNITEDHEALTH GROUP INC (UNH) - 0.77% |
| #25 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.66% | INTEL CORP (INTC) - 0.75% |
| Total Holdings | 50 | 254 |
YMAX vs JUSA - Historical Returns
Returns include dividend reinvestment.
1M
YMAX
-1.37%
Winner
JUSA
+0.63%
3M
YMAX
+4.27%
Winner
JUSA
+6.11%
6M
YMAX
+0.57%
Winner
JUSA
+9.71%
1Y
YMAX
-4.82%
Winner
JUSA
+19.20%
5Y(CAGR)
YMAX
N/A
JUSA
+7.23%
Max(CAGR)
Winner
YMAX
+13.08%
JUSA
+7.47%
YMAX vs JUSA - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | YMAX | JUSA |
|---|---|---|
| 2026 | +0.66% | +9.73% |
| 2025 | +5.61% | +21.69% |
| 2024 | +26.33% | N/A |
| 2023 | N/A | +17.35% |
| 2022 | N/A | -17.30% |
| 2021 | N/A | +10.85% |
YMAX vs JUSA 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 JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.
The current YMAX drawdown is -10.01%. The current JUSA drawdown is -0.95%.
| Rank | YMAX | JUSA |
|---|---|---|
| #1 | -26.11% Oct 8, 2025 - Mar 30, 2026 | -22.96% Jan 4, 2022 - May 13, 2025 |
| #2 | -25.43% Dec 6, 2024 - Jun 26, 2025 | -8.93% Feb 2, 2026 - Apr 14, 2026 |
| #3 | -12.73% Jul 15, 2024 - Oct 29, 2024 | -5.18% Aug 30, 2021 - Oct 19, 2021 |
| #4 | -7.77% Mar 28, 2024 - May 20, 2024 | -4.94% Oct 29, 2025 - Dec 10, 2025 |
| #5 | -5.55% Jul 28, 2025 - Sep 18, 2025 | -4.36% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -3.00% Feb 15, 2024 - Feb 22, 2024 | -4.26% Nov 18, 2021 - Dec 27, 2021 |
| #7 | -2.92% Oct 29, 2024 - Nov 6, 2024 | -3.22% Jul 12, 2021 - Jul 23, 2021 |
| #8 | -2.46% Jun 12, 2024 - Jul 5, 2024 | -2.88% Oct 8, 2025 - Oct 21, 2025 |
| #9 | -2.37% Sep 22, 2025 - Oct 2, 2025 | -2.82% May 19, 2025 - Jun 3, 2025 |
| #10 | -2.31% Mar 1, 2024 - Mar 12, 2024 | -2.74% Dec 11, 2025 - Dec 23, 2025 |
| #11 | -2.23% Jan 29, 2024 - Feb 2, 2024 | -2.73% Jan 12, 2026 - Jan 27, 2026 |
| #12 | -2.11% May 21, 2024 - Jun 5, 2024 | -2.38% Jul 25, 2025 - Aug 12, 2025 |
| #13 | -2.09% Nov 11, 2024 - Nov 19, 2024 | -1.94% May 14, 2026 - May 26, 2026 |
| #14 | -1.84% Mar 12, 2024 - Mar 20, 2024 | -1.82% Aug 16, 2021 - Aug 24, 2021 |
| #15 | -1.72% Feb 12, 2024 - Feb 14, 2024 | -1.47% Sep 22, 2025 - Oct 1, 2025 |
Correlation
Correlation between YMAX and JUSA is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.54
-101
Dividend Comparison (2021 - 2026)
YMAX vs JUSA dividend yield comparison.
| Year | YMAX | JUSA |
|---|---|---|
| 2026 | 30.47% | 0.26% |
| 2025 | 78.70% | 0.77% |
| 2024 | 44.20% | 0.00% |
| 2022 | 0.00% | 1.57% |
| 2021 | 0.00% | 0.53% |
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