ZTEN vs AIYY

Comparison between F/M 10-YEAR INVESTMENT GRADE CORPORATE BOND ETF (ZTEN, ETF) and YIELDMAX(R) AI OPTION INCOME STRATEGY ETF (AIYY, ETF).

ZTEN vs AIYY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ZTEN(ETF)	AIYY(ETF)
Net Assets	$30M	$30M
Expense Ratio	0.15%	0.99%
Max Drawdown	4.58%	95.84%
Sharpe Ratio	0.54	-1.31
5Y Beta	0.12	1.55

Net Assets

ZTEN

$30M

AIYY

$30M

Expense Ratio

Winner

ZTEN

0.15%

AIYY

0.99%

Max Drawdown

Winner

ZTEN

4.58%

AIYY

95.84%

Sharpe Ratio

Winner

ZTEN

0.54

AIYY

-1.31

5Y Beta

Winner

ZTEN

0.12

AIYY

1.55

ZTEN vs AIYY - Historical Returns

Returns include dividend reinvestment.

Period	ZTEN	AIYY
1 month	+0.50%	+17.04%
3 months	+1.28%	+10.61%
6 months	+1.01%	-30.52%
1 year	+5.97%	-55.25%
Max(CAGR)	+6.65%	-40.65%

ZTEN

+0.50%

Winner

AIYY

+17.04%

ZTEN

+1.28%

Winner

AIYY

+10.61%

Winner

ZTEN

+1.01%

AIYY

-30.52%

Winner

ZTEN

+5.97%

AIYY

-55.25%

Max(CAGR)

Winner

ZTEN

+6.65%

AIYY

-40.65%

ZTEN vs AIYY - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	ZTEN	AIYY
2026	+0.62%	-24.75%
2025	+9.12%	-58.87%
2024	+0.29%	-15.10%
2023	N/A	-1.63%

ZTEN vs AIYY Drawdown Comparison

The maximum drawdown for ZTEN was -3.43%, occurring on Apr 11, 2025. Recovery took 71 trading sessions.

The maximum drawdown for AIYY was -79.13%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current ZTEN drawdown is -1.15%. The current AIYY drawdown is -74.74%.

Rank	ZTEN	AIYY
#1	-3.43% Mar 3, 2025 - Jun 12, 2025	-79.13% Dec 19, 2023 - Mar 27, 2026
#2	-3.32% Feb 27, 2026 - Mar 27, 2026	-10.61% Dec 1, 2023 - Dec 19, 2023
#3	-1.99% Dec 30, 2024 - Jan 27, 2025	-2.11% Nov 29, 2023 - Dec 1, 2023
#4	-1.59% Oct 28, 2025 - Nov 26, 2025	N/A
#5	-1.33% Jun 30, 2025 - Jul 29, 2025	N/A
#6	-1.25% Feb 5, 2025 - Feb 21, 2025	N/A
#7	-1.00% Sep 15, 2025 - Oct 14, 2025	N/A
#8	-0.99% Jan 14, 2026 - Feb 10, 2026	N/A
#9	-0.93% Nov 26, 2025 - Jan 14, 2026	N/A
#10	-0.66% Jun 12, 2025 - Jun 23, 2025	N/A
#11	-0.63% Aug 13, 2025 - Aug 22, 2025	N/A
#12	-0.50% Aug 28, 2025 - Sep 4, 2025	N/A
#13	-0.35% Dec 26, 2024 - Dec 30, 2024	N/A
#14	-0.35% Aug 4, 2025 - Aug 13, 2025	N/A
#15	-0.34% Jan 30, 2025 - Feb 4, 2025	N/A

Correlation

Correlation between ZTEN and AIYY is -0.95 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.95

-101