YieldMax MSFT Competition

MSFO Etf   12.55  0.05  0.40%   
YieldMax MSFT Option operates alongside YieldMax NFLX, YieldMax AAPL, YieldMax GOOGL, YieldMax META, and DeFiance R2000 and other firms in the same space. Peer context helps frame relative positioning. Compare key indicators for YieldMax MSFT across peers to support cleaner entry decisions.

Pair Correlation for YieldMax MSFT and Counterpoint Quantitative Overview

Very good diversification
The correlation between MSFO and CPAI is -0.49, which Macroaxis classifies as Very good diversification for the selected horizon. In portfolio terms, the overlap visualization shows how much shared movement remains after both positions are combined.

Moving against YieldMax Etf

  0.84KNG FT Cboe VestPairCorr
  0.84KORU Direxion Daily SouthPairCorr
  0.83JEPI JPMorgan Equity PremiumPairCorr
  0.82BWET ETF Managers GroupPairCorr
  0.8IDME International DrawdownPairCorr
Specify up to 10 symbols:
Mean reversion in YieldMax MSFT's price occurs when temporary dislocations - caused by sentiment extremes, news events, or liquidity shocks - correct back toward the stock's historical fair value.
Hype
Prediction
LowEstimatedHigh
10.7612.5314.30
Details
Intrinsic
Valuation
LowRealHigh
10.9612.7314.50
Details
Naive
Forecast
LowNextHigh
10.5012.2714.04
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
11.6312.7113.78
Details
A rigorous investment case for YieldMax MSFT requires more than studying its own financials. Benchmarking YieldMax MSFT's performance, valuation, and risk profile against competitors is essential to validate any investment thesis.

YieldMax MSFT Competition Correlation Matrix

Studying peer correlation around YieldMax MSFT Option gives investors a cleaner read on how much independent price behavior still exists across the competitive set. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

High positive correlations

CRMMSFT
XOMMRK
XOMT
UBERMSFT
MRKT
AMSFT
  

High negative correlations

XOMCRM
XOMMSFT
TMSFT
MRKMSFT
MRKCRM
TUBER

YieldMax MSFT Competition Risk-Adjusted Indicators

YieldMax MSFT ETF may look attractive on headline returns alone, but deeper analysis often tells a different story. A thorough review of YieldMax MSFT's risk-adjusted indicators provides a clearer picture of whether returns are being earned efficiently. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

YieldMax MSFT Competitive Analysis

    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
MSFO NFLY APLY GOOY FBY IWMY WEBL RAAX XTWO AVMU
 0.40 
12.55
YieldMax
 0.36 
11.22
YieldMax
 0.26 
11.74
YieldMax
 1.33 
13.76
YieldMax
 0.80 
11.23
YieldMax
 0.54 
18.52
DeFiance
 1.82 
19.55
Direxion
 0.56 
41.21
VanEck
 0.00 
49.35
Bondbloxx
 0.00 
46.38
Avantis
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Analysis
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Equity Positions Weight
Three Year Return
Net Asset
Annual Yield
Five Year Return
One Year Return
Last Dividend Paid
Beta
Day Typical Price
Accumulation Distribution
Market Facilitation Index
Daily Balance Of Power
Period Momentum Indicator
Rate Of Daily Change
Day Median Price
Price Action Indicator
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

YieldMax MSFT Competition Peer Performance Charts

How to Analyze YieldMax MSFT Against Peers

YieldMax MSFT's peer analysis compares YieldMax MSFT with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:
  • Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
  • Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
  • Check valuation dispersion: Review whether YieldMax MSFT trades at a premium or discount versus peers and why.
  • Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
  • Document the thesis: Record where YieldMax MSFT leads or lags and what catalysts could close or widen the gap.
Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Debt-to-equity comparison across YieldMax MSFT peers frames whether its leverage is conservative, normal, or high for its industry - relevant context that standalone ratios miss. Comparing peers in Strategy ETFs, Single Stock ETFs can help separate structural strengths from temporary momentum.

This section for YieldMax MSFT Option is built from fund disclosures and market reference feeds, with harmonization applied to align reporting definitions. Values may update on different source schedules.

This content is curated and reviewed by:

Rifka Kats - Member of Macroaxis Editorial Board
Last reviewed on March 14th, 2026