AAPL vs. APLY
AAPL (Apple Inc) is a stock, while APLY (YieldMax AAPL Option Income Strategy ETF) is Options Trading fund actively managed by YieldMax. Over the past 3 years, AAPL returned 17.21%/yr vs 9.59%/yr for APLY. Their correlation of 0.92 suggests significant overlap in exposure.
Performance
AAPL vs. APLY - Performance Comparison
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Returns By Period
In the year-to-date period, AAPL achieves a 7.29% return, which is significantly higher than APLY's 3.71% return.
AAPL
- 1D
- -1.52%
- 1M
- -2.59%
- YTD
- 7.29%
- 6M
- 4.81%
- 1Y
- 46.73%
- 3Y*
- 17.21%
- 5Y*
- 18.59%
- 10Y*
- 29.36%
APLY
- 1D
- -1.00%
- 1M
- -2.24%
- YTD
- 3.71%
- 6M
- 1.69%
- 1Y
- 30.04%
- 3Y*
- 9.59%
- 5Y*
- —
- 10Y*
- —
AAPL vs. APLY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AAPL Apple Inc | 7.29% | 9.05% | 30.71% | 17.00% |
APLY YieldMax AAPL Option Income Strategy ETF | 3.71% | 4.69% | 18.62% | 11.43% |
Correlation
The correlation between AAPL and APLY is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Apr 18, 2023 | 0.92 |
The correlation between AAPL and APLY has been stable across timeframes, ranging from 0.92 to 0.94 - a consistent structural relationship.
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Return for Risk
AAPL vs. APLY — Risk / Return Rank
AAPL
APLY
AAPL vs. APLY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apple Inc (AAPL) and YieldMax AAPL Option Income Strategy ETF (APLY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AAPL | APLY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.41 | ||
| Sortino ratioReturn per unit of downside risk | +0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.31 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.40 | 2.57 | +0.84 |
| Martin ratioReturn relative to average drawdown | 8.47 | 6.48 | +1.99 |
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Drawdowns
AAPL vs. APLY - Drawdown Comparison
The maximum AAPL drawdown since its inception was -81.80%, which is greater than APLY's maximum drawdown of -30.41%. Use the drawdown chart below to compare losses from any high point for AAPL and APLY.
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Drawdown Indicators
| AAPL | APLY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.80% | -30.41% | -51.39% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -11.76% | -2.04% |
Max Drawdown (3Y)Largest decline over 3 years | -33.36% | -30.41% | -2.95% |
Max Drawdown (5Y)Largest decline over 5 years | -33.36% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -38.52% | — | — |
Current DrawdownCurrent decline from peak | -7.64% | -6.09% | -1.55% |
Average DrawdownAverage peak-to-trough decline | -29.59% | -6.90% | -22.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 4.66% | +0.87% |
Volatility
AAPL vs. APLY - Volatility Comparison
Apple Inc (AAPL) has a higher volatility of 6.73% compared to YieldMax AAPL Option Income Strategy ETF (APLY) at 5.60%. This indicates that AAPL's price experiences larger fluctuations and is considered to be riskier than APLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAPL | APLY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 5.60% | +1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 16.53% | 13.57% | +2.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.64% | 18.16% | +4.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.52% | 20.99% | +6.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.92% | 20.99% | +7.93% |
Dividends
AAPL vs. APLY - Dividend Comparison
AAPL's dividend yield for the trailing twelve months is around 0.36%, less than APLY's 36.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.36% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
APLY YieldMax AAPL Option Income Strategy ETF | 36.01% | 36.38% | 24.95% | 14.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.94, AAPL and APLY move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
AAPL has higher volatility (6.73%) compared to APLY (5.60%). In terms of maximum drawdown, AAPL dropped -81.80% vs APLY's -30.41%.
AAPL currently has the higher Sharpe Ratio (2.07 vs 1.67), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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