BMAY vs XOMO

BMAY vs XOMO

Which is better, BMAY or XOMO?

Each has led over a different period.

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

Lower Fees: BMAYHigher Returns: split

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

MetricBMAYXOMO
Expense Ratio0.79%Best1.17%
AUM$239M$38M
Dividend Yield0.00%40.17%
Holdings1824
YTD Return+8.86%+28.36%Best
1Y Return+11.65%+37.06%Best
3Y Return (annualized)+15.64%Best+12.32%
5Y Return (annualized)+8.89%-
Volatility (annualized)6.7%Best17.2%
Max Drawdown-12.8%Best-18.9%
$10,000 over 3.1 years$15,125Best$13,464
Fund FamilyInnovator ETFs TrustYieldMax ETF
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionApr 30, 2020Aug 30, 2023

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Aug 31, 2023 to Oct 14, 2026 (3.1 years).

BMAY vs XOMO 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 BMAY against instead:BMAY vs SPYBMAY vs QQQBMAY vs VOOBMAY vs VTIXOMO against:XOMO vs VXUS

BMAY vs XOMO Performance

Innovator US Equity Buffer ETF - May (BMAY) is an ETF from Innovator ETFs Trust and YieldMax XOM Option Income Strategy ETF (XOMO) is an ETF from YieldMax ETF. Over the past year BMAY returned +11.65% while XOMO returned +37.06%. Year to date, BMAY is up 8.86% versus a gain of 28.36% for XOMO.

Over three years, BMAY compounded at +15.64% per year against +12.32% for XOMO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XOMO has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 6.7% for BMAY. 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 -12.8% for BMAY and -18.9% for XOMO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.09. They move largely independently of each other.

Fees and Cost Over Time

BMAY charges 0.79% per year while XOMO charges 1.17%. On a $10,000 position that is $79 vs $117 annually, a gap of $38 per year that compounds over a long holding period. On income, BMAY currently yields 0.00% against 40.17% for XOMO.

You are not choosing between two funds in isolation.

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

BMAYXOMO

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Frequently Asked Questions

Which is cheaper, BMAY or XOMO?

BMAY has an expense ratio of 0.79% while XOMO charges 1.17%. BMAY is the cheaper option, by $38 a year on a $10,000 investment.

Which performed better, BMAY or XOMO?

Over the past year BMAY returned +11.65% vs +37.06% for XOMO, so XOMO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BMAY or XOMO?

XOMO has been the more volatile fund at 17.2% annualized versus 6.7% for BMAY. Worst drawdown: BMAY -12.8% vs XOMO -18.9%.

Should I hold both BMAY and XOMO?

BMAY and XOMO have a monthly-return correlation of -0.09, 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, BMAY or XOMO?

BMAY yields 0.00% while XOMO yields 40.17%, so XOMO currently pays the higher dividend yield.

Is XOMO better than BMAY?

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