Compare · 2 funds side by side · dividends reinvested

ULTY and XYLD

ULTYYieldMax×XYLDGlobal X×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,358XYLD · best of the two

02 / 04

ULTY and XYLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - S&P 500 Covered Call ETFIncome · Covered calls0.60%10.20%+11.6%+15.6%+14.9%+7.5%−5.3%7.1%$3.3B1.1

YieldMax Ultra Option Income Strategy ETFIncome · Covered calls1.40%104.55%−3.7%−15.2%[…][…]−18.6%22.8%$577M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ULTY 2024 · XYLD 2013

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax Ultra Option Income Strategy ETF · $577M[…]

ULTY

XYLD

Global X - S&P 500 Covered Call ETF · $3.3B$14,358

$10,000 five years ago, dividends reinvested · they hold 13.7% in common

ULTYMeasureXYLD

−3.7%Year to dateJan 1 → Nov 4+11.6%

−15.2%1 yearTotal return+15.6%

[…]3 years · per year$10,000 became […] · $15,175+14.9%

[…]5 years · per year$10,000 became […] · $14,358+7.5%

1.40%Expense ratio$140 · $60 a year on $10k · lower is better0.60%

104.55%Trailing 12-mo yield$10,455 · $1,020 a year on $10k10.20%

−18.6%Worst dropSmaller is better−5.3%

22.8%VolatilityLower is calmer7.1%

ULTYXYLD Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5XYLD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ULTY vs XYLD: Top 5 Holdings

Today

ULTY

24.3%in top 5

XYLD

in top 527.5%

ULTYStockXYLD

not top 5NVDA7.7%

not top 5AAPL7.5%

not top 5MSFT6.0%

5.8%ADInot top 5

4.8%GOOGL2.5%

4.8%SPCXnot top 5

4.5%BABAnot top 5

4.5%MELInot top 5

not top 5AMZN3.8%

Held in common13.7%

End-of-day Nov 4, 2026 · share of each fund

ULTY vs XYLD Returns, Every Period

YieldMaxULTY

−15.2%

past year

XYLDGlobal X

+15.6%

past year

ULTYXYLDFaded: behind in that period

0–2XYLD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ULTY vs XYLD

YTD

YieldMaxULTY

−3.7%

XYLDGlobal X

+11.6%

−3.7%Year to date+11.6%

−18.6%Worst drop · 1Y−5.3%

22.8%Volatility · 1Y7.1%

104.6%Yield10.2%

$577MAssets$3.3B

3–1XYLD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ULTY, XYLD

Today

0.60%lowest, XYLD

FundExpense ratioFee$10k

XYLD0.60%$60

ULTY1.40%$140

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ULTY, XYLD

104.55%highest, ULTY

FundTrailing yieldYield$10k

ULTY104.55%$10,455

XYLD10.20%$1,020

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$10,315most kept, ULTY

ULTY$10,455 − $140 = $10,315

XYLD$1,020 − $60 = $960

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ULTY, XYLD

Today

13.7%most shared, ULTY and XYLD

ULTYXYLD

ULTY—13.7%

XYLD13.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.6%XYLD, at 7.1% volatility

XYLDWorst drop−5.3%7.1% vol

ULTYWorst drop−18.6%22.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ULTYXYLD

−3.7%Year to date+11.6%

104.6%Yield10.2%

−15.2%Past year+15.6%

1.40%Fee0.60%

3–1XYLD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026