YLDE ranks 2nd and ACKY 30th of 50 funds in the Active Option Income Category.
ACKY vs YLDE
YLDE −0.47pt a year
0.95%0.48%
ACKY 1.7×the volume
21.7K12.9K
ACKY vs YLDE Performance
+0.4%+16.1%
- ACKY 0.95%
- YLDE 0.48%, better
- ACKY $44M
- YLDE $181M
- ACKY +0.4%
- YLDE +16.1%, better
- ACKY 16.15%, better
- YLDE 7.23%
- ACKY 32
- YLDE 50
- ACKY 21.7K sh, better
- YLDE 12.9K sh
- ACKY $17.11
- YLDE $57.43
ETF.net Grade
| Pillar | ACKY | YLDE |
|---|---|---|
| Cost | C50 | A86Higher |
| Mission | ||
| Risk | D33 | B68Higher |
| Tradability | C44 | A77Higher |
| Holdings | D28 | A84Higher |
| Durability | C47 | A90Higher |
Rank among Active Option Income funds
Same Category. ACKY and YLDE are both graded against the same 50 Active Option Income funds, so their Grades compare head to head.
Our read on each fund
ACKYC
YLDEA
In short
ACKY An activist investor's greatest hits, wrapped in a paycheck. ACKY holds roughly 30 top picks from a Pershing Square portfolio index and targets a 15% annual distribution rate, paid monthly.
YLDE A 2017 ClearBridge dividend portfolio that had an income engine bolted on in 2025: about 50 large-cap dividend payers, with index calls sold on top for premium. Pays monthly, charges 0.48%, no waiver, below the category median.
Stated mandate
ACKY The fund is actively managed and seeks income first, with long-term capital appreciation as a secondary objective.
YLDE The Fund seeks income and long-term capital appreciation through an actively managed enhanced equity-income strategy. It primarily invests in dividend-paying equities and writes U.S. exchange-traded calls on U.S. large-cap equity indices to enhance income.
Why people hold it
Worth knowing
ACKY vs YLDE Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
ACKY vs YLDE Cost
Overpaying ACKY vs YLDE
$8,264
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
ACKY 0.95%
$17,869
YLDE 0.48%
$9,605
Cost over time
Year by year
| Year | ACKY | YLDE | Overpaying |
|---|---|---|---|
| 10 | $1,678 | $865 | $813 |
| 20 | $6,322 | $3,328 | $2,994 |
| 30 | $17,869 | $9,605 | $8,264 |
- 0.95%ACKY
- 0.48%YLDE, cheaper
- Middle half of Active Option Income funds
- Median 0.95%
YLDE 8th cheapest of 50 funds
ACKY 24th cheapest of 50 funds
ACKY vs YLDE Dividends
- ACKY 16.15%, better
- YLDE 7.23%
- ACKY $2.76
- YLDE $4.15
- ACKY $0.22
- YLDE $0.31
- ACKY Oct 26, 2026
- YLDE Oct 1, 2026
- ACKY Oct 27, 2026
- YLDE Oct 6, 2026
- ACKY Monthly
- YLDE Monthly
Distribution history
ACKY vs YLDE Risk
Fall from peak · 5 years
Risk facts
- Volatility
- ACKY 15.0%YLDE 10.3%
- Return per unit of risk
- ACKY −0.13YLDE 1.24
- Worst fall
- ACKY −14.6%YLDE −20.2%
- Market sensitivity
- ACKY 0.94YLDE 0.60
ACKY and YLDE in the news
Popular comparisons
- 0.95% · 0.30%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.48% · 0.30%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.95% · 0.34%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.48% · 0.34%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.95% · 0.40%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.48% · 0.40%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
