Data as of .
MJ vs YOLO: which is really different?
MJ and YOLO hold 21% of their weight in the same names, and YOLO returned more over the year.
ETFIQ Off-Index Score: MJ scores higher
How much of it is not the index it is sold as an alternative to?
A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed
21% of the two portfolios are the same securities at the same weight.
What they hold in common
By the books each fund has filed, MJ and YOLO hold 21% of their money in the same securities at the same weight.
| Holding | MJ | YOLO |
|---|---|---|
| Village Farms International Inc | 5.68% | 11.36% |
| Cronos Group Inc | 10.22% | 4.22% |
| High Tide Inc | 3.68% | 8.47% |
| Organigram Global Inc | 1.89% | 2.85% |
| SNDL Inc | 5.98% | 1.70% |
| Aurora Cannabis Inc | 4.35% | 1.50% |
| Tilray Brands Inc | 9.87% | 1.08% |
| Canopy Growth Corp | 7.35% | 0.87% |
| Only in MJ | Only in YOLO |
|---|---|
| Amplify Seymour Cannabis ETF 50.44% | AdvisorShares Trust 24.74% |
| Invesco Government & Agency Portfolio 12 0.51% | CURALEAF HOLDINGS INC 16.32% |
| Cash & Other 0.03% | TRULIEVE CANNABIS CORP 14.10% |
| GLASS HOUSE BRANDS INC 4.09% | |
| CHARLOTTE'S WEB HOLDINGS INC 2.95% | |
| TERRASCEND CORP 2.77% | |
| RUBICON ORGANICS INC 1.54% | |
| CANNARA BIOTECH INC 0.97% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Sep 21, 2026.
Performance, window by window
| Window | Total return | vs the S&P 500 | vs the Nasdaq-100 | |||
|---|---|---|---|---|---|---|
| MJ | YOLO | MJ | YOLO | MJ | YOLO | |
| 3 months | +3.5% | +6.0% | +1.3 pts | +3.8 pts | +6.0 pts | +8.5 pts |
| 6 months | +14.7% | +14.9% | −3.3 pts | −3.1 pts | −9.5 pts | −9.3 pts |
| 1 year | −19.2% | −8.0% | −35.8 pts | −24.6 pts | −41.0 pts | −29.8 pts |
| 3 years | −38.8% | −12.8% | −117.2 pts | −91.2 pts | −136.9 pts | −110.9 pts |
| Since launch | −92.5% | −86.0% | −317.6 pts | −279.2 pts | −468.8 pts | −389.0 pts |
| MJ Amplify Alternative Harvest ETF Holds 11 stocks in cannabis, 0% of its weight in S&P 500 companies | YOLO AdvisorShares Pure Cannabis ETF Holds 18 stocks in cannabis, 0% of its weight in S&P 500 companies | |
|---|---|---|
| Issuer | Amplify | AdvisorShares |
| Theme | Cannabis | Cannabis |
| In the S&P 500 | 0.0% | 0.0% |
| Active share vs the S&P 500 | 100.0% | 100.0% |
| In the Nasdaq-100 | 0.0% | 0.0% |
| Holdings | 11 | 18 |
| Top ten, share of the fund | 100.0% | 91.9% |
| Expense ratio | 0.75% | 0.51% |
| Fee for the differing part | 0.75% | 0.51% |
| Total return, 1 year | −19.2% | −8.0% |
| vs the S&P 500 | −35.8 pts | −24.6 pts |
| vs the Nasdaq-100 | −41.0 pts | −29.8 pts |
| Below its high | −94.4% | −89.4% |
| Net assets | $108m | $35m |
MJ in plain words
By weight, 0% of MJ's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 100% of the fund across 11 positions, as published by its issuer for Sep 21, 2026. Over the year to Sep 18, 2026 the fund returned −19.2% with distributions reinvested against +16.6% for the S&P 500, so a holder was behind by 35.8 pts. It sits 94.4% below its all-time high of Sep 20, 2018.
YOLO in plain words
By weight, 0% of YOLO's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 92% of the fund across 18 positions, as filed for Jun 30, 2026. Over the year to Sep 18, 2026 the fund returned −8.0% with distributions reinvested against +16.6% for the S&P 500, so a holder was behind by 24.6 pts. It sits 89.4% below its all-time high of Feb 10, 2021.
Questions people ask
- Do MJ and YOLO hold the same stocks?
- By their latest filings, 21% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.
- Which is more different from the S&P 500, MJ or YOLO?
- MJ has 0% of its weight in S&P 500 names and YOLO has 0%, so MJ differs more from the index.
- Which is cheaper, MJ or YOLO?
- MJ charges 0.75% a year and YOLO charges 0.51%, so YOLO is cheaper. Fees come from each fund's prospectus.
Other comparisons
Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, MJ against YOLO, data as of Sep 18, 2026. https://etfiq.com/compare/themes/mj-vs-yolo Free to use with attribution; the underlying files are at Open data.