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AAPW vs. IPDP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AAPW vs. IPDP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AAPL WeeklyPay™ ETF (AAPW) and Dividend Performers ETF (IPDP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


AAPW

1D
-1.85%
1M
14.30%
YTD
15.21%
6M
9.47%
1Y
59.54%
3Y*
5Y*
10Y*

IPDP

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AAPW vs. IPDP - Yearly Performance Comparison


AAPW vs. IPDP - Sectors Allocation Comparison


Sectors
AAPW
IPDP

Technology

19.8%
13.1%

Basic Materials

-

1.5%

Communication Services

-

-

Consumer Cyclical

-

3.6%

Consumer Defensive

-

3.9%

Energy

-

-

Financial Services

-

18.6%

Healthcare

-

13.6%

Industrials

-

45.1%

Real Estate

-

-

Utilities

-

-

Technology

AAPW
19.8%
IPDP
13.1%

Basic Materials

AAPW

-

IPDP
1.5%

Communication Services

AAPW

-

IPDP

-

Consumer Cyclical

AAPW

-

IPDP
3.6%

Consumer Defensive

AAPW

-

IPDP
3.9%

Energy

AAPW

-

IPDP

-

Financial Services

AAPW

-

IPDP
18.6%

Healthcare

AAPW

-

IPDP
13.6%

Industrials

AAPW

-

IPDP
45.1%

Real Estate

AAPW

-

IPDP

-

Utilities

AAPW

-

IPDP

-

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Return for Risk

AAPW vs. IPDP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AAPW
AAPW Risk / Return Rank: 6262
Overall Rank
AAPW Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
AAPW Sortino Ratio Rank: 6464
Sortino Ratio Rank
AAPW Omega Ratio Rank: 6262
Omega Ratio Rank
AAPW Calmar Ratio Rank: 6969
Calmar Ratio Rank
AAPW Martin Ratio Rank: 5151
Martin Ratio Rank

IPDP
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AAPW vs. IPDP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AAPL WeeklyPay™ ETF (AAPW) and Dividend Performers ETF (IPDP). 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.


AAPWIPDPDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.38

Calmar ratioReturn relative to maximum drawdown

3.45

Martin ratioReturn relative to average drawdown

8.65

AAPW vs. IPDP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


AAPWIPDPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

Drawdowns

AAPW vs. IPDP - Drawdown Comparison

The maximum AAPW drawdown since its inception was -36.28%, which is greater than IPDP's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for AAPW and IPDP.


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Drawdown Indicators


AAPWIPDPDifference

Max Drawdown

Largest peak-to-trough decline

-36.28%

0.00%

-36.28%

Max Drawdown (1Y)

Largest decline over 1 year

-17.36%

Current Drawdown

Current decline from peak

-1.85%

0.00%

-1.85%

Average Drawdown

Average peak-to-trough decline

-11.18%

0.00%

-11.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.91%

Volatility

AAPW vs. IPDP - Volatility Comparison


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Volatility by Period


AAPWIPDPDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.61%

Volatility (6M)

Calculated over the trailing 6-month period

19.54%

Volatility (1Y)

Calculated over the trailing 1-year period

27.56%

0.00%

+27.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.72%

0.00%

+34.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.72%

0.00%

+34.72%

AAPW vs. IPDP - Expense Ratio Comparison

AAPW has a 0.99% expense ratio, which is lower than IPDP's 1.52% expense ratio.


Dividends

AAPW vs. IPDP - Dividend Comparison

AAPW's dividend yield for the trailing twelve months is around 31.37%, while IPDP has not paid dividends to shareholders.


PositionTTM2025
AAPW
AAPL WeeklyPay™ ETF
31.37%28.83%
IPDP
Dividend Performers ETF
0.00%0.00%

Frequently Asked Questions


On fees, AAPW is cheaper at 0.99% per year. The better choice depends on whether you care most about return, fees, risk, or income.

AAPW is cheaper with a 0.99% expense ratio, compared with 1.52% for IPDP.

AAPW has the higher dividend yield at 31.37%, compared with 0.00% for IPDP.

They also come from different issuers: Roundhill and Innovative Portfolios. Their fees differ too: 0.99% for AAPW and 1.52% for IPDP.

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