Compare Funds: SWPPX vs. YMAX
SWPPX
YMAX
Comparison
Average Return
In the past year, SWPPX returned a total of 28.93%, which is significantly higher than YMAX's 9.41% return. These numbers are adjusted for stock splits and assume dividends are reinvested.
Top 25 Holdings
| SWPPX - Schwab S&P 500 Index Fund | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 7.52% |
| 2 | AAPL | Apple Inc. | 6.61% |
| 3 | MSFT | Microsoft Corporation | 4.88% |
| 4 | AMZN | Amazon.com, Inc. | 3.61% |
| 5 | GOOGL | Alphabet Inc. | 2.97% |
| 6 | AVGO | Broadcom Inc. | 2.60% |
| 7 | GOOG | Alphabet Inc. | 2.38% |
| 8 | META | Meta Platforms, Inc. | 2.22% |
| 9 | TSLA | Tesla, Inc. | 1.86% |
| 10 | BRK.B | Berkshire Hathaway Inc. | 1.56% |
| 11 | JPM | JPMorgan Chase & Co. | 1.41% |
| 12 | LLY | Eli Lilly and Company | 1.29% |
| 13 | XOM | Exxon Mobil Corporation | 1.26% |
| 14 | JNJ | Johnson & Johnson | 1.05% |
| 15 | WMT | Walmart Inc. | 0.97% |
| 16 | V | Visa Inc. | 0.90% |
| 17 | COST | Costco Wholesale Corporation | 0.79% |
| 18 | MA | Mastercard Incorporated | 0.72% |
| 19 | NFLX | Netflix, Inc. | 0.72% |
| 20 | CVX | Chevron Corporation | 0.69% |
| 21 | ABBV | AbbVie Inc. | 0.68% |
| 22 | MU | Micron Technology, Inc. | 0.68% |
| 23 | PG | The Procter & Gamble Company | 0.60% |
| 24 | PLTR | Palantir Technologies Inc. | 0.59% |
| 25 | AMD | Advanced Micro Devices, Inc. | 0.59% |
| View SWPPX holdings | |||
| YMAX - YieldMax Universe Fund of Option Income ETFs | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | GOOY | YieldMax GOOGL Option Income Strategy ETF | 6.32% |
| 2 | SMCY | YieldMax SMCI Option Income Strategy ETF | 6.15% |
| 3 | AMDY | YieldMax AMD Option Income Strategy ETF | 6.05% |
| 4 | MSTY | YieldMax MSTR Option Income Strategy ETF | 5.62% |
| 5 | GPTY | YieldMax AI & Tech Portfolio Option Income ETF | 5.51% |
| 6 | APLY | YieldMax AAPL Option Income Strategy ETF | 5.09% |
| 7 | MARO | YieldMax MARA Option Income Strategy ETF | 4.98% |
| 8 | LFGY | YieldMax Crypto Industry & Tech Portfolio Option Income ETF | 4.95% |
| 9 | TSMY | YieldMax TSM Option Income Strategy ETF | 4.88% |
| 10 | ULTY | YieldMax Ultra Option Income Strategy ETF | 4.49% |
| 11 | CHPY | YieldMax Semiconductor Portfolio Option Income ETF | 4.45% |
| 12 | CONY | YieldMax COIN Option Income Strategy ETF | 4.31% |
| 13 | NVDY | YieldMax NVDA Option Income Strategy ETF | 4.20% |
| 14 | TSLY | YieldMax TSLA Option Income Strategy ETF | 4.01% |
| 15 | AMZY | YieldMax AMZN Option Income Strategy ETF | 3.97% |
| 16 | OARK | YieldMax Innovation Option Income Strategy ETF | 3.63% |
| 17 | XYZY | YieldMax XYZ Option Income Strategy ETF | 3.53% |
| 18 | QDTY | YieldMax Nasdaq 100 0DTE Covered Call Strategy ETF | 3.00% |
| 19 | YBIT | YieldMax Bitcoin Option Income Strategy ETF | 2.81% |
| 20 | BIGY | YieldMax Target 12 Big 50 Option Income ETF | 1.73% |
| 21 | RDTY | YieldMax R2000 0DTE Covered Strategy ETF | 1.63% |
| 22 | CRCO | YieldMax CRCL Option Income Strategy ETF | 1.58% |
| 23 | SOXY | YieldMax Target 12 Semiconductor Option Income ETF | 1.47% |
| 24 | SDTY | YieldMax S&P 500 0DTE Covered Call Strategy ETF | 1.39% |
| 25 | n/a | First American Government Obligations Fund 12/01/2031 | 1.17% |
| View YMAX holdings | |||