Skip to content
Beacon
Screener

ULTY vs XYZY

YieldMax Ultra Option Income Strategy ETF vs YieldMax XYZ Option Income Strategy ETF

ULTY

YieldMax Ultra Option Income Strategy ETF

YieldMax ETFs

Annual cost

1.30%

Fund size

$855M

XYZY

YieldMax XYZ Option Income Strategy ETF

YieldMax ETFs

Annual cost

1.36%

Fund size

$39M

Key differences

  • ULTY costs 0.06% less per year.
  • ULTY is significantly larger than XYZY — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

ULTYXYZY
Annual cost (TER)1.30%1.36%
Fund size (AUM)$855M$39M
Since20242023
Dividend yield123.61%101.46%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+11.3%+11.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y20.84%38.72%
Max drawdown-26.84%-52.30%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to ULTY and XYZY