Compare YMAX and USOY

YMAX and USOY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax Universe Fund of Option Income ETFsIncome · Dividend stocks1.33%63.64%−3.0%−8.4%[…][…]−21.8%26.0%$332M1.5

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.64%+60.8%+59.4%[…][…]−25.5%39.0%$79M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: YMAX 2024 · USOY 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

YieldMax Universe Fund of Option Income ETFs · $332M[…]

YMAX

USOY

Oil Enhanced Options Income ETF · $79M[…]

$10,000 five years ago, dividends reinvested

YMAXMeasureUSOY

−3.0%Year to dateJan 1 → Nov 5+60.8%

−8.4%1 yearTotal return+59.4%

[…]3 years · per year[…]

[…]5 years · per year[…]

1.33%Expense ratio$133 · $112 a year on $10k · lower is better1.12%

63.64%Trailing 12-mo yield$6,364 · $5,464 a year on $10k54.64%

−21.8%Worst dropSmaller is better−25.5%

26.0%VolatilityLower is calmer39.0%

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

3–3Level

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

More Ways to See the Pairs

YMAX vs USOY: Top 5 Holdings

Today

YMAX

24.6%in top 5

USOY

in top 5[…]

YMAXStockUSOY

5.8%MRNYnot top 5

4.9%MSFOnot top 5

4.7%AIYYnot top 5

4.6%PLTYnot top 5

4.6%AMDYnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

YMAX vs USOY Returns, Every Period

1Y

YieldMaxYMAX

−8.4%

past year

USOYDefiance

+59.4%

past year

YMAXUSOYFaded: behind in that period

0–2USOY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

YMAX vs USOY

YTD

YieldMaxYMAX

−3.0%

USOYDefiance

+60.8%

−3.0%Year to date+60.8%

−21.8%Worst drop · 1Y−25.5%

26.0%Volatility · 1Y39.0%

63.6%Yield54.6%

$332MAssets$78.8M

3–1YMAX wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: YMAX, USOY

Today

1.12%lowest, USOY

FundExpense ratioFee$10k

USOY1.12%$112

YMAX1.33%$133

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: YMAX, USOY

1Y

63.64%highest, YMAX

FundTrailing yieldYield$10k

YMAX63.64%$6,364

USOY54.64%$5,464

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$6,231most kept, YMAX

YMAX$6,364 − $133 = $6,231

USOY$5,464 − $112 = $5,352

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: YMAX, USOY

Today

[…]holdings […]

YMAXUSOY

YMAX—[…]

USOY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+59.4%USOY, at 39.0% volatility

YMAXWorst drop−21.8%26.0% vol

USOYWorst drop−25.5%39.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

YMAXUSOY

−3.0%Year to date+60.8%

63.6%Yield54.6%

−8.4%Past year+59.4%

1.33%Fee1.12%

3–1USOY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026