YMAX vs NUBD
Comparison between YIELDMAX(R) UNIVERSE FUND OF OPTION INCOME ETFS (YMAX, ETF) and NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD, ETF).
YMAX vs NUBD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
YMAX
$450M
Winner
NUBD
$451M
Expense Ratio
YMAX
1.33%
Winner
NUBD
0.12%
Max Drawdown
YMAX
65.66%
Winner
NUBD
24.85%
Sharpe Ratio
YMAX
-0.02
Winner
NUBD
0.22
5Y Beta
YMAX
1.25
Winner
NUBD
0.02
5Y Dividends CAGR
YMAX
N/A
NUBD
9.39%
YMAX vs NUBD - Historical Returns
Returns include dividend reinvestment.
1M
YMAX
-0.72%
Winner
NUBD
+1.24%
3M
Winner
YMAX
+9.04%
NUBD
+0.31%
6M
YMAX
-0.45%
Winner
NUBD
+0.73%
1Y
YMAX
+2.86%
Winner
NUBD
+4.92%
5Y(CAGR)
YMAX
N/A
NUBD
+0.12%
10Y(CAGR)
YMAX
N/A
NUBD
+1.52%
Max(CAGR)
Winner
YMAX
+13.53%
NUBD
+1.52%
YMAX vs NUBD - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | YMAX | NUBD |
|---|---|---|
| 2026 | +0.46% | +0.66% |
| 2025 | +5.61% | +6.82% |
| 2024 | +26.33% | +1.76% |
| 2023 | N/A | +5.01% |
| 2022 | N/A | -12.33% |
| 2021 | N/A | -2.19% |
| 2020 | N/A | +6.94% |
| 2019 | N/A | +8.00% |
| 2018 | N/A | +0.57% |
| 2017 | N/A | +0.26% |
YMAX vs NUBD 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 NUBD was -19.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current YMAX drawdown is -10.19%. The current NUBD drawdown is -3.50%.
| Rank | YMAX | NUBD |
|---|---|---|
| #1 | -26.11% Oct 8, 2025 - Mar 30, 2026 | -19.46% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -25.43% Dec 6, 2024 - Jun 26, 2025 | -7.28% Mar 9, 2020 - Apr 15, 2020 |
| #3 | -12.73% Jul 15, 2024 - Oct 29, 2024 | -2.73% Dec 15, 2017 - Dec 28, 2018 |
| #4 | -7.77% Mar 28, 2024 - May 20, 2024 | -1.98% Sep 4, 2019 - Oct 4, 2019 |
| #5 | -5.55% Jul 28, 2025 - Sep 18, 2025 | -1.50% Oct 4, 2019 - Jan 21, 2020 |
| #6 | -3.00% Feb 15, 2024 - Feb 22, 2024 | -0.97% Apr 16, 2020 - May 29, 2020 |
| #7 | -2.92% Oct 29, 2024 - Nov 6, 2024 | -0.69% Jun 1, 2020 - Jun 10, 2020 |
| #8 | -2.46% Jun 12, 2024 - Jul 5, 2024 | -0.67% Jul 3, 2019 - Aug 1, 2019 |
| #9 | -2.37% Sep 22, 2025 - Oct 2, 2025 | -0.63% Mar 27, 2019 - May 7, 2019 |
| #10 | -2.31% Mar 1, 2024 - Mar 12, 2024 | -0.61% Oct 16, 2017 - Dec 15, 2017 |
| #11 | -2.23% Jan 29, 2024 - Feb 2, 2024 | -0.54% Feb 3, 2020 - Feb 18, 2020 |
| #12 | -2.11% May 21, 2024 - Jun 5, 2024 | -0.49% Jan 3, 2019 - Jan 30, 2019 |
| #13 | -2.09% Nov 11, 2024 - Nov 19, 2024 | -0.34% Oct 3, 2017 - Oct 16, 2017 |
| #14 | -1.84% Mar 12, 2024 - Mar 20, 2024 | -0.33% Feb 26, 2019 - Mar 7, 2019 |
| #15 | -1.72% Feb 12, 2024 - Feb 14, 2024 | -0.31% Jun 15, 2020 - Jun 26, 2020 |
Correlation
Correlation between YMAX and NUBD is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
Dividend Comparison (2017 - 2026)
YMAX vs NUBD dividend yield comparison.
| Year | YMAX | NUBD |
|---|---|---|
| 2026 | 24.56% | 1.66% |
| 2025 | 78.70% | 3.90% |
| 2024 | 44.20% | 3.51% |
| 2023 | 0.00% | 2.99% |
| 2022 | 0.00% | 2.83% |
| 2021 | 0.00% | 2.05% |
| 2020 | 0.00% | 2.21% |
| 2019 | 0.00% | 2.66% |
| 2018 | 0.00% | 3.08% |
| 2017 | 0.00% | 0.58% |
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