YieldMax AAPL Option Income Strategy ETF (APLY)
The YieldMax AAPL Option Income Strategy ETF (APLY) is an actively managed fund focused on generating monthly income by selling call options on Apple Inc.'s stock (AAPL). While its primary goal is to produce current income, the fund also aims for limited exposure to AAPL's share price gains.
ETF Info
US88634T8577
88634T857
Apr 17, 2023
1x
No Index (Active)
Expense Ratio
APLY has a high expense ratio of 0.99%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
YieldMax AAPL Option Income Strategy ETF (APLY) returned -14.10% year-to-date (YTD) and 4.36% over the past 12 months.
APLY
-14.10%
6.60%
-7.47%
4.36%
N/A
N/A
^GSPC (Benchmark)
0.08%
9.75%
-1.63%
12.74%
15.66%
10.77%
Monthly Returns
The table below presents the monthly returns of APLY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -5.42% | 1.28% | -7.10% | -3.49% | 0.01% | -14.10% | |||||||
| 2024 | -3.35% | -1.04% | -2.56% | 0.34% | 6.42% | 5.59% | 1.37% | 3.21% | 2.37% | -3.05% | 5.39% | 3.15% | 18.62% |
| 2023 | 1.32% | 5.30% | 7.25% | 2.05% | -7.04% | -8.06% | 1.04% | 8.34% | 2.03% | 11.44% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of APLY is 26, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for YieldMax AAPL Option Income Strategy ETF (APLY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
YieldMax AAPL Option Income Strategy ETF provided a 33.72% dividend yield over the last twelve months, with an annual payout of $4.57 per share.
| Period | TTM | 2024 | 2023 |
|---|---|---|---|
| Dividend | $4.57 | $4.50 | $2.82 |
Dividend yield | 33.72% | 24.95% | 14.36% |
Monthly Dividends
The table displays the monthly dividend distributions for YieldMax AAPL Option Income Strategy ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.28 | $0.36 | $0.34 | $0.30 | $0.65 | $1.94 | |||||||
| 2024 | $0.56 | $0.17 | $0.42 | $0.38 | $0.34 | $0.40 | $0.32 | $0.35 | $0.45 | $0.34 | $0.33 | $0.42 | $4.50 |
| 2023 | $0.29 | $0.63 | $0.56 | $0.23 | $0.48 | $0.17 | $0.47 | $2.82 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the YieldMax AAPL Option Income Strategy ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the YieldMax AAPL Option Income Strategy ETF was 31.09%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current YieldMax AAPL Option Income Strategy ETF drawdown is 16.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.09% | Dec 27, 2024 | 69 | Apr 8, 2025 | — | — | — |
| -15.85% | Aug 1, 2023 | 62 | Oct 26, 2023 | 160 | Jun 17, 2024 | 222 |
| -9.44% | Jul 17, 2024 | 15 | Aug 6, 2024 | 38 | Sep 30, 2024 | 53 |
| -4.68% | Oct 23, 2024 | 8 | Nov 1, 2024 | 16 | Nov 25, 2024 | 24 |
| -4.12% | Oct 1, 2024 | 5 | Oct 7, 2024 | 6 | Oct 15, 2024 | 11 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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