YMAX vs KIE
Comparison between YIELDMAX(R) UNIVERSE FUND OF OPTION INCOME ETFS (YMAX, ETF) and STATE STREET(R) SPDR(R) S&P(R) INSURANCE ETF (KIE, ETF).
YMAX vs KIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
YMAX
$450M
KIE
$450M
Expense Ratio
YMAX
1.33%
Winner
KIE
0.35%
Max Drawdown
Winner
YMAX
65.66%
KIE
76.17%
Sharpe Ratio
YMAX
-0.02
Winner
KIE
0.00
5Y Beta
YMAX
1.25
Winner
KIE
0.56
P/E Ratio
YMAX
N/A
KIE
11.79
Forward P/E
YMAX
N/A
KIE
10.24
5Y Dividends CAGR
YMAX
N/A
KIE
9.02%
5Y EPS CAGR
YMAX
N/A
KIE
10.93%
Debt to Equity
YMAX
N/A
KIE
25.61%
P/S Ratio
YMAX
N/A
KIE
1.06
P/B Ratio
YMAX
N/A
KIE
1.48
YMAX vs KIE - Holdings Comparison
YMAX and KIE have 1 common holdings. Overlap is -0.87%
YMAX's top 25 holdings weight is 69.30%. KIE's top 25 holdings weight is 50.34%.
| Rank | YMAX | KIE |
|---|---|---|
| #1 | YIELDMAX CRCL OPTION INCOME STRATEGY ETF (CRCO) - 3.44% | OSCAR HEALTH INC CLASS A (OSCR) - 2.92% |
| #2 | YIELDMAX NFLX OPTION INCOME STRATEGY ETF (NFLY) - 3.17% | METLIFE INC (MET) - 2.13% |
| #3 | YIELDMAX XYZ OPTION INCOME STRATEGY ETF (XYZY) - 3.12% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.12% |
| #4 | YIELDMAX COIN OPTION INCOME STRATEGY ETF (CONY) - 2.85% | CNO FINANCIAL GROUP INC (CNO) - 2.11% |
| #5 | YIELDMAX SNOW OPTION INCOME STRATEGY ETF (SNOY) - 2.78% | ASSURANT INC (AIZ) - 2.11% |
| #6 | YIELDMAX(TM) RBLX OPTION INC STRAT ETF (RBLY) - 2.77% | SELECTIVE INSURANCE GROUP INC (SIGI) - 2.08% |
| #7 | YIELDMAX DKNG OPTION INCOME STRATEGY ETF (DRAY) - 2.75% | UNUM GROUP (UNM) - 2.08% |
| #8 | YIELDMAX HOOD OPTION INCOME STRATEGY ETF (HOOY) - 2.74% | MERCURY GENERAL CORP (MCY) - 2.05% |
| #9 | OTHER ASSETS AND LIABILITIES (n/a) - 2.74% | THE HANOVER INSURANCE GROUP INC (THG) - 2.02% |
| #10 | YIELDMAX PLTR OPTION INCOME STRATEGY ETF (PLTY) - 2.73% | SIRIUSPOINT LTD (SPNT) - 2.01% |
| #11 | YIELDMAX PYPL OPTION INCOME STRATEGY ETF (PYPY) - 2.72% | GLOBE LIFE INC (GL) - 1.98% |
| #12 | YIELDMAX ABNB OPTION INCOME STRATEGY ETF (ABNY) - 2.72% | PRIMERICA INC (PRI) - 1.98% |
| #13 | YIELDMAX® INNOVATION OPTION INC STGY ETF (OARK) - 2.71% | EVEREST GROUP LTD (EG) - 1.96% |
| #14 | YIELDMAX GOLD MINERS OPT INC STRGY ETF (GDXY) - 2.71% | GENWORTH FINANCIAL INC (GNW) - 1.95% |
| #15 | YIELDMAX SMCI OPTION INCOME STRATEGY ETF (SMCY) - 2.70% | PRUDENTIAL FINANCIAL INC (PRU) - 1.93% |
| #16 | YIELDMAX RDDT OPTION INCOME STRATEGY ETF (RDYY) - 2.68% | STEWART INFORMATION SERVICES CORP (STC) - 1.93% |
| #17 | YIELDMAX AMD OPTION INCOME STRATEGY ETF (AMDY) - 2.67% | LINCOLN NATIONAL CORP (LNC) - 1.93% |
| #18 | YIELDMAX MRNA OPTION INCOME STRATEGY ETF (MRNY) - 2.67% | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.92% |
| #19 | YIELDMAX CVNA OPTION INCOME STRATEGY ETF (CVNY) - 2.67% | AFLAC INC (AFL) - 1.91% |
| #20 | YIELDMAX AMZN OPTION INCOME STRATEGY ETF (AMZY) - 2.66% | AMERICAN FINANCIAL GROUP INC (AFG) - 1.90% |
| #21 | YIELDMAX MSFT OPTION INCOME STRATEGY ETF (MSFO) - 2.66% | LEMONADE INC ORDINARY SHARES (LMND) - 1.90% |
| #22 | YIELDMAX BITCOIN OPTION INC STRAT ETF (YBIT) - 2.66% | SKYWARD SPECIALTY INSURANCE GROUP INC (SKWD) - 1.87% |
| #23 | YIELDMAX GME OPTION INCOME STRATEGY ETF (GMEY) - 2.66% | BRIGHTHOUSE FINANCIAL INC REGISTERED SHS WHEN ISSUED (BHF) - 1.86% |
| #24 | YIELDMAX DIS OPTION INCOME STRATEGY ETF (DISO) - 2.66% | ALLSTATE CORP (ALL) - 1.85% |
| #25 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.66% | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.84% |
| Total Holdings | 50 | 55 |
YMAX vs KIE - Historical Returns
Returns include dividend reinvestment.
1M
YMAX
-0.72%
Winner
KIE
+4.00%
3M
Winner
YMAX
+9.04%
KIE
+5.97%
6M
Winner
YMAX
-0.45%
KIE
-1.89%
1Y
Winner
YMAX
+2.86%
KIE
+2.40%
5Y(CAGR)
YMAX
N/A
KIE
+10.32%
10Y(CAGR)
YMAX
N/A
KIE
+11.65%
Max(CAGR)
Winner
YMAX
+13.53%
KIE
+7.88%
YMAX vs KIE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | YMAX | KIE |
|---|---|---|
| 2026 | +0.46% | -0.69% |
| 2025 | +5.61% | +8.86% |
| 2024 | +26.33% | +26.14% |
| 2023 | N/A | +12.19% |
| 2022 | N/A | +3.60% |
| 2021 | N/A | +26.07% |
| 2020 | N/A | -3.57% |
| 2019 | N/A | +27.82% |
| 2018 | N/A | -4.78% |
| 2017 | N/A | +12.51% |
| 2016 | N/A | +23.48% |
| 2015 | N/A | +6.62% |
| 2014 | N/A | +9.60% |
| 2013 | N/A | +42.28% |
| 2012 | N/A | +19.51% |
| 2011 | N/A | -14.08% |
| 2010 | N/A | +23.40% |
| 2009 | N/A | +26.36% |
| 2008 | N/A | -45.50% |
| 2007 | N/A | -5.95% |
| 2006 | N/A | +10.22% |
| 2005 | N/A | +0.20% |
YMAX vs KIE 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 KIE was -75.31%, occurring on Mar 9, 2009. Recovery took 1510 trading sessions.
The current YMAX drawdown is -10.19%. The current KIE drawdown is -3.18%.
| Rank | YMAX | KIE |
|---|---|---|
| #1 | -26.11% Oct 8, 2025 - Mar 30, 2026 | -75.31% May 16, 2007 - May 15, 2013 |
| #2 | -25.43% Dec 6, 2024 - Jun 26, 2025 | -44.30% Feb 14, 2020 - Mar 10, 2021 |
| #3 | -12.73% Jul 15, 2024 - Oct 29, 2024 | -17.87% Sep 21, 2018 - Apr 16, 2019 |
| #4 | -7.77% Mar 28, 2024 - May 20, 2024 | -15.69% Mar 29, 2022 - Nov 25, 2022 |
| #5 | -5.55% Jul 28, 2025 - Sep 18, 2025 | -15.21% Dec 1, 2015 - May 24, 2016 |
| #6 | -3.00% Feb 15, 2024 - Feb 22, 2024 | -15.10% Feb 13, 2023 - Sep 19, 2023 |
| #7 | -2.92% Oct 29, 2024 - Nov 6, 2024 | -12.66% Nov 27, 2024 - Dec 22, 2025 |
| #8 | -2.46% Jun 12, 2024 - Jul 5, 2024 | -11.81% Dec 24, 2025 - Mar 27, 2026 |
| #9 | -2.37% Sep 22, 2025 - Oct 2, 2025 | -9.40% Aug 18, 2015 - Dec 1, 2015 |
| #10 | -2.31% Mar 1, 2024 - Mar 12, 2024 | -9.37% Dec 31, 2013 - May 12, 2014 |
| #11 | -2.23% Jan 29, 2024 - Feb 2, 2024 | -9.05% Oct 25, 2021 - Jan 11, 2022 |
| #12 | -2.11% May 21, 2024 - Jun 5, 2024 | -8.86% Aug 4, 2017 - Oct 13, 2017 |
| #13 | -2.09% Nov 11, 2024 - Nov 19, 2024 | -8.77% Jun 2, 2016 - Aug 8, 2016 |
| #14 | -1.84% Mar 12, 2024 - Mar 20, 2024 | -8.74% Jan 11, 2022 - Mar 22, 2022 |
| #15 | -1.72% Feb 12, 2024 - Feb 14, 2024 | -8.45% Jan 11, 2006 - Sep 25, 2006 |
Correlation
Correlation between YMAX and KIE is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2005 - 2026)
YMAX vs KIE dividend yield comparison.
| Year | YMAX | KIE |
|---|---|---|
| 2026 | 24.56% | 0.47% |
| 2025 | 78.70% | 1.57% |
| 2024 | 44.20% | 1.48% |
| 2023 | 0.00% | 1.45% |
| 2022 | 0.00% | 1.90% |
| 2021 | 0.00% | 1.95% |
| 2020 | 0.00% | 1.85% |
| 2019 | 0.00% | 1.76% |
| 2018 | 0.00% | 1.83% |
| 2017 | 0.00% | 1.56% |
| 2016 | 0.00% | 1.55% |
| 2015 | 0.00% | 1.65% |
| 2014 | 0.00% | 1.81% |
| 2013 | 0.00% | 1.38% |
| 2012 | 0.00% | 1.97% |
| 2011 | 0.00% | 1.67% |
| 2010 | 0.00% | 1.60% |
| 2009 | 0.00% | 1.42% |
| 2008 | 0.00% | 2.79% |
| 2007 | 0.00% | 1.83% |
| 2006 | 0.00% | 1.36% |
| 2005 | 0.00% | 0.21% |
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