Yieldmax XOM Option Income Strategy ETF (XOMO) Performance
XOMO total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +32.8% since Dec 31, 2025
- 1 year
- +37.4% total return
- 3 years
- +13.0% a year
- Since first price
- +10.7% a year since 2023
XOMO trailing returns vs SPY, QQQ, AGG
| Period | XOMO total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +9.8% | +6.8% | −1.0% | −5.0% | +0.9% |
| 3 months | +9.6% | +0.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +14.5% | −4.0% | +7.8% | +8.4% | −1.5% |
| YTD | +32.8% | −1.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +37.4% | −2.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +44.1%+13.0%/yr | −38.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionAug 31, 2023 | +37.7%+10.7%/yr | −42.4% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: XOMO vs SPY
From Aug 31, 2023: XOMO grew to $13,765, SPY to $17,560.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
XOMO returns by calendar year
2 of 2 full years positive. Best 2025 (+6.9%), worst 2024 (+6.1%). 2026 is year to date.
XOMO annual returns table
| Year | XOMO | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +32.8% | −17.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +6.9% | −15.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +6.1% | −13.1% | +24.9% | +25.6% | +1.3% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
XOMO largest drawdowns
At an all-time high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 7, 2024 | −18.9% | Apr 10, 2025 | Jan 14, 2026 | 6 months | 1.3 years |
| Mar 30, 2026 | −17.2% | Jun 24, 2026 | Oct 16, 2026 | 3 months | 7 months |
| Sep 14, 2023 | −13.5% | Dec 12, 2023 | Apr 2, 2024 | 3 months | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
XOMO risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | +7.5% | +8.0% |
| Volatility (annualized) | 17.5% | 17.2% |
| Sharpe ratio | 0.25 | 0.28 |
| Sortino ratio | 0.37 | 0.42 |
| Best month | +13.3% | +13.3% |
| Worst month | −10.9% | −10.9% |
| Best 12 months | +32.6% | +32.6% |
| Worst 12 months | −9.1% | −9.1% |
| Positive months | 58% | 59% |
| Beta vs S&P 500 | -0.23 | — |
| Correlation with S&P 500 | -0.16 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
XOMO rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 27 | −9.1% | +6.1% | +38.7% | 70% |
| 3-year (a year) | 3 | +7.5% | +7.8% | +14.0% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
XOMO performance overview
Yieldmax XOM Option Income Strategy ETF (XOMO) returned +37.4% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +10.7% a year, turning $10,000 into about $13,765. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −18.9%, from Oct 7, 2024 to Apr 10, 2025, and it took 9 months to get back to the old high. Volatility has been 17.2% a year.
Related: XOMO chart, XOMO dividends. See the XOMO overview for the latest quote and fund facts.
XOMO performance FAQ
What is the XOMO return over the past year?
XOMO returned +37.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.7%.
How much would $10,000 invested in XOMO be worth?
$10,000 invested in XOMO at its first recorded close on August 31, 2023 would be worth about $13,765 on October 23, 2026 with distributions reinvested.
What was the worst year for XOMO?
The worst calendar year was 2024, with a total return of +6.1%. The best was 2025 at +6.9%.
What is the biggest drawdown of XOMO?
The largest peak-to-trough decline was −18.9% between October 7, 2024 and April 10, 2025. It recovered to the old high on January 14, 2026, 9 months after the bottom.
How volatile is XOMO?
Over the past 3 years XOMO had an annualized volatility of 17.5% and a Sharpe ratio of 0.25 (excess return over 1–3 month T-bills per unit of risk).