MEDX vs YALL
Horizon Kinetics Medical ETF vs Truth Social God Bless America ETF
Which is better, MEDX or YALL?
Each has led over a different period.
YALL has a lower expense ratio. MEDX led over 1Y, YALL over 3Y and the full window.
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
| Metric | MEDX | YALL |
|---|---|---|
| Expense Ratio | 0.85% | 0.65%Best |
| AUM | $16M | $82M |
| Dividend Yield | 1.16% | 0.48% |
| Holdings | 68 | 42 |
| YTD Return | +6.58%Best | -1.50% |
| 1Y Return | +14.21%Best | -4.36% |
| 3Y Return (annualized) | +9.64% | +18.55%Best |
| Volatility (annualized) | 14.2%Best | 15.2% |
| Max Drawdown | -21.6% | -19.7%Best |
| $10,000 over 3.7 years | $12,589 | $18,857Best |
| Fund Family | Horizon Kinetics LLC | Truth Social Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 27, 2023 | Oct 10, 2022 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Jan 31, 2023 to Oct 14, 2026 (3.7 years).
MEDX vs YALL 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 3.7 years both funds cover.
MEDX vs YALL Performance
Horizon Kinetics Medical ETF (MEDX) is an ETF from Horizon Kinetics LLC and Truth Social God Bless America ETF (YALL) is an ETF from Truth Social Funds. Over the past year MEDX returned +14.21% while YALL returned -4.36%. Year to date, MEDX is up 6.58% versus a loss of 1.50% for YALL.
Over three years, MEDX compounded at +9.64% per year against +18.55% for YALL. Across the full 4-year window we track, YALL has the edge at +18.70% annualized vs +6.42%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
YALL has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 14.2% for MEDX. 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 -21.6% for MEDX and -19.7% for YALL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.30. They move together some of the time, and apart the rest.
Fees and Cost Over Time
MEDX charges 0.85% per year while YALL charges 0.65%. On a $10,000 position that is $85 vs $65 annually, a gap of $20 per year that compounds over a long holding period. On income, MEDX currently yields 1.16% against 0.48% for YALL.
Holdings Overlap
At least 4.1% of YALL's money is in holdings MEDX also owns.
Stated as a floor: for MEDX, our book for it covers 91.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
YALL and MEDX share little of their money.
1 positions in common, counted across the 31 positions we hold weights for in MEDX and 39 in YALL, against full books of 68 and 42.
What only one of them owns
Measured across the 31 and 39 positions we hold weights for.
MEDX holds 23 positions YALL does not, 65.9% of the fund.
Largest: LLY 19.14%, ABBV 9.99%, JNJ 5.96%, MRK 4.60%, BMY 4.32%
Top Shared Holdings
| Stock | Weight in MEDX | Weight in YALL | Difference |
|---|---|---|---|
| AMGNAmgen Inc. | 4.67% | 4.14% | 0.53% |
You are not choosing between two funds in isolation.
Whichever of MEDX and YALL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MEDX or YALL?
MEDX has an expense ratio of 0.85% while YALL charges 0.65%. YALL is the cheaper option, by $20 a year on a $10,000 investment.
Which performed better, MEDX or YALL?
Over the past year MEDX returned +14.21% vs -4.36% for YALL, so MEDX leads on 1-year performance. Over the longest common window we track (4 years), MEDX annualized +6.42% vs +18.70% for YALL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MEDX or YALL?
YALL has been the more volatile fund at 15.2% annualized versus 14.2% for MEDX. Worst drawdown: MEDX -21.6% vs YALL -19.7%.
Should I hold both MEDX and YALL?
MEDX and YALL have a monthly-return correlation of 0.30, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between MEDX and YALL?
At least 4.1% of YALL's money is in holdings MEDX also owns. Our book for MEDX is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 31 positions we hold weights for in MEDX and 39 in YALL.
Which pays a higher dividend, MEDX or YALL?
MEDX yields 1.16% while YALL yields 0.48%, so MEDX currently pays the higher dividend yield.
Is YALL better than MEDX?
YALL has a lower expense ratio. MEDX led over 1Y, YALL over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.