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AAPY.L vs. AAPI.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AAPY.L vs. AAPI.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in IncomeShares Apple (AAPL) Options ETP (AAPY.L) and IncomeShares Apple (AAPL) Options ETP GBP (AAPI.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

AAPY.L is traded in USD, while AAPI.L is traded in GBp. To make them comparable, the AAPI.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, AAPY.L achieves a 0.67% return, which is significantly higher than AAPI.L's 0.52% return.


AAPY.L

1D
0.00%
1M
-3.07%
YTD
0.67%
6M
1.01%
1Y
15.08%
3Y*
5Y*
10Y*

AAPI.L

1D
0.00%
1M
-3.21%
YTD
0.52%
6M
0.93%
1Y
14.81%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AAPY.L vs. AAPI.L - Yearly Performance Comparison


2026 (YTD)20252024
AAPY.L
IncomeShares Apple (AAPL) Options ETP
0.67%-6.59%12.14%
AAPI.L
IncomeShares Apple (AAPL) Options ETP GBP
0.52%-6.39%12.45%

Correlation

The correlation between AAPY.L and AAPI.L is 0.90, 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

0.90

Correlation (All Time)
Calculated using the full available price history since Oct 14, 2024

0.93

The correlation between AAPY.L and AAPI.L has been stable across timeframes, ranging from 0.90 to 0.93 - a consistent structural relationship.

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Return for Risk

AAPY.L vs. AAPI.L — Risk / Return Rank

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

AAPY.L
AAPY.L Risk / Return Rank: 2020
Overall Rank
AAPY.L Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
AAPY.L Sortino Ratio Rank: 2020
Sortino Ratio Rank
AAPY.L Omega Ratio Rank: 2121
Omega Ratio Rank
AAPY.L Calmar Ratio Rank: 1919
Calmar Ratio Rank
AAPY.L Martin Ratio Rank: 1919
Martin Ratio Rank

AAPI.L
AAPI.L Risk / Return Rank: 1919
Overall Rank
AAPI.L Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
AAPI.L Sortino Ratio Rank: 1818
Sortino Ratio Rank
AAPI.L Omega Ratio Rank: 3333
Omega Ratio Rank
AAPI.L Calmar Ratio Rank: 1515
Calmar Ratio Rank
AAPI.L Martin Ratio Rank: 1313
Martin Ratio Rank
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.

AAPY.L vs. AAPI.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for IncomeShares Apple (AAPL) Options ETP (AAPY.L) and IncomeShares Apple (AAPL) Options ETP GBP (AAPI.L). 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.


AAPY.LAAPI.LDifference
Sharpe ratioReturn per unit of total volatility

+0.39

Sortino ratioReturn per unit of downside risk

+0.20

Omega ratioGain probability vs. loss probability

1.14

1.18

-0.04

Calmar ratioReturn relative to maximum drawdown

0.80

0.41

+0.39

Martin ratioReturn relative to average drawdown

2.01

0.66

+1.35

AAPY.L vs. AAPI.L - Sharpe Ratio Comparison

The current AAPY.L Sharpe Ratio is 0.71, which is higher than the AAPI.L Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of AAPY.L and AAPI.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AAPY.L vs. AAPI.L - Drawdown Comparison

The maximum AAPY.L drawdown since its inception was -30.25%, smaller than the maximum AAPI.L drawdown of -36.20%. Use the drawdown chart below to compare losses from any high point for AAPY.L and AAPI.L.


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Drawdown Indicators


AAPY.LAAPI.LDifference

Max Drawdown

Largest peak-to-trough decline

-30.25%

-36.20%

+5.95%

Max Drawdown (1Y)

Largest decline over 1 year

-18.86%

-36.20%

+17.34%

Current Drawdown

Current decline from peak

-6.72%

-24.30%

+17.58%

Average Drawdown

Average peak-to-trough decline

-10.86%

-17.31%

+6.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.50%

22.60%

-15.10%

Volatility

AAPY.L vs. AAPI.L - Volatility Comparison

IncomeShares Apple (AAPL) Options ETP (AAPY.L) and IncomeShares Apple (AAPL) Options ETP GBP (AAPI.L) have volatilities of 8.22% and 7.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AAPY.LAAPI.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.22%

7.92%

+0.30%

Volatility (6M)

Calculated over the trailing 6-month period

16.15%

15.54%

+0.61%

Volatility (1Y)

Calculated over the trailing 1-year period

21.14%

46.86%

-25.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.67%

40.41%

-15.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.67%

40.41%

-15.74%

AAPY.L vs. AAPI.L - Expense Ratio Comparison

Both AAPY.L and AAPI.L have an expense ratio of 0.55%.


Dividends

AAPY.L vs. AAPI.L - Dividend Comparison

AAPY.L's dividend yield for the trailing twelve months is around 11.42%, more than AAPI.L's 11.20% yield.


PositionTTM20252024
AAPI.L
IncomeShares Apple (AAPL) Options ETP GBP
11.20%11.04%1.04%
AAPY.L
IncomeShares Apple (AAPL) Options ETP
11.42%10.77%1.08%

Frequently Asked Questions


With a correlation of 0.90, AAPY.L and AAPI.L 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.

Both ETFs have the same 0.55% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

AAPY.L and AAPI.L have the same expense ratio: 0.55% per year.

Portfolio Optimizer

Find the right allocation for AAPY.L and AAPI.L

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