AMDY vs XUSP

AMDY vs XUSP

Which is better, AMDY or XUSP?

AMDY has been ahead.

XUSP has a lower expense ratio. AMDY led over 1Y, 3Y and the full window.

Lower Fees: XUSPHigher Returns: AMDY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAMDYXUSP
Expense Ratio1.00%0.79%Best
AUM$501M$52M
Dividend Yield69.36%0.00%
Holdings1528
YTD Return+107.29%Best+13.57%
1Y Return+111.76%Best+17.14%
3Y Return (annualized)+50.68%Best+25.28%
Volatility (annualized)57.5%16.8%Best
Max Drawdown-53.9%-22.6%Best
$10,000 over 3.1 years$34,980Best$19,267
Fund FamilyYieldMax ETFInnovator ETFs Trust
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionSep 18, 2023Aug 10, 2022

Not shown on this pair: 5Y Return (annualized), Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Sep 19, 2023 to Oct 14, 2026 (3.1 years).

AMDY vs XUSP growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.1 years both funds cover.

Compare AMDY against instead:AMDY vs SPYAMDY vs QQQAMDY vs VOOAMDY vs VTIXUSP against:XUSP vs VXUS

AMDY vs XUSP Performance

YieldMax AMD Option Income Strategy ETF (AMDY) is an ETF from YieldMax ETF and Innovator Uncapped Accelerated US Equity ETF (XUSP) is an ETF from Innovator ETFs Trust. Over the past year AMDY returned +111.76% while XUSP returned +17.14%. Year to date, AMDY is up 107.29% versus a gain of 13.57% for XUSP.

Over three years, AMDY compounded at +50.68% per year against +25.28% for XUSP.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AMDY has been the more volatile fund, with annualized monthly volatility of 57.5% compared with 16.8% for XUSP. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -53.9% for AMDY and -22.6% for XUSP. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.55. They move together some of the time, and apart the rest.

Fees and Cost Over Time

AMDY charges 1.00% per year while XUSP charges 0.79%. On a $10,000 position that is $100 vs $79 annually, a gap of $21 per year that compounds over a long holding period. On income, AMDY currently yields 69.36% against 0.00% for XUSP.

You are not choosing between two funds in isolation.

Whichever of AMDY and XUSP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AMDYXUSP

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Frequently Asked Questions

Which is cheaper, AMDY or XUSP?

AMDY has an expense ratio of 1.00% while XUSP charges 0.79%. XUSP is the cheaper option, by $21 a year on a $10,000 investment.

Which performed better, AMDY or XUSP?

Over the past year AMDY returned +111.76% vs +17.14% for XUSP, so AMDY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AMDY or XUSP?

AMDY has been the more volatile fund at 57.5% annualized versus 16.8% for XUSP. Worst drawdown: AMDY -53.9% vs XUSP -22.6%.

Should I hold both AMDY and XUSP?

AMDY and XUSP have a monthly-return correlation of 0.55, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, AMDY or XUSP?

AMDY yields 69.36% while XUSP yields 0.00%, so AMDY currently pays the higher dividend yield.

Is XUSP better than AMDY?

XUSP has a lower expense ratio. AMDY led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.