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ULTY vs YGLD

YieldMax Ultra Option Income Strategy ETF vs Simplify Gold Strategy PLUS Income ETF

ULTY

YieldMax Ultra Option Income Strategy ETF

Annual cost

1.30%

Fund size

$872M

YGLD

Simplify Gold Strategy PLUS Income ETF

Annual cost

0.53%

Fund size

$44M

Key differences

Both ULTY and YGLD are alternative ETFs. ULTY charges 1.30% a year and YGLD 0.53%. The main difference: YGLD costs 0.77% less per year.

  • YGLD costs 0.77% less per year.
  • ULTY is much larger than YGLD. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ULTYYGLD
Annual cost (TER)1.30%0.53%
Fund size (AUM)$872M$44M
Since20242024
Dividend yield111.46%16.85%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+3.1%+17.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y21.37%40.83%
Max drawdown-26.84%-36.00%

Similar to ULTY and YGLD