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AAPY vs. MSTY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AAPY and MSTY is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.6

Performance

AAPY vs. MSTY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY) and YieldMax™ MSTR Option Income Strategy ETF (MSTY). The values are adjusted to include any dividend payments, if applicable.

0.00%100.00%200.00%300.00%NovemberDecember2025FebruaryMarchApril
6.55%
261.99%
AAPY
MSTY

Key characteristics

Sharpe Ratio

AAPY:

0.55

MSTY:

1.49

Sortino Ratio

AAPY:

0.91

MSTY:

2.11

Omega Ratio

AAPY:

1.14

MSTY:

1.27

Calmar Ratio

AAPY:

0.49

MSTY:

2.83

Martin Ratio

AAPY:

1.91

MSTY:

6.94

Ulcer Index

AAPY:

7.48%

MSTY:

16.66%

Daily Std Dev

AAPY:

26.23%

MSTY:

77.77%

Max Drawdown

AAPY:

-29.22%

MSTY:

-40.82%

Current Drawdown

AAPY:

-16.46%

MSTY:

-12.61%

Returns By Period

In the year-to-date period, AAPY achieves a -14.49% return, which is significantly lower than MSTY's 20.58% return.


AAPY

YTD

-14.49%

1M

-3.02%

6M

-9.93%

1Y

14.16%

5Y*

N/A

10Y*

N/A

MSTY

YTD

20.58%

1M

24.25%

6M

31.76%

1Y

114.30%

5Y*

N/A

10Y*

N/A

*Annualized

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AAPY vs. MSTY - Expense Ratio Comparison

Both AAPY and MSTY have an expense ratio of 0.99%.


Expense ratio chart for AAPY: current value is 0.99%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
AAPY: 0.99%
Expense ratio chart for MSTY: current value is 0.99%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
MSTY: 0.99%

Risk-Adjusted Performance

AAPY vs. MSTY — Risk-Adjusted Performance Rank

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

AAPY
The Risk-Adjusted Performance Rank of AAPY is 6262
Overall Rank
The Sharpe Ratio Rank of AAPY is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of AAPY is 6363
Sortino Ratio Rank
The Omega Ratio Rank of AAPY is 6767
Omega Ratio Rank
The Calmar Ratio Rank of AAPY is 6262
Calmar Ratio Rank
The Martin Ratio Rank of AAPY is 6060
Martin Ratio Rank

MSTY
The Risk-Adjusted Performance Rank of MSTY is 9090
Overall Rank
The Sharpe Ratio Rank of MSTY is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of MSTY is 9090
Sortino Ratio Rank
The Omega Ratio Rank of MSTY is 8888
Omega Ratio Rank
The Calmar Ratio Rank of MSTY is 9595
Calmar Ratio Rank
The Martin Ratio Rank of MSTY is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AAPY vs. MSTY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY) and YieldMax™ MSTR Option Income Strategy ETF (MSTY). 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.


The chart of Sharpe ratio for AAPY, currently valued at 0.55, compared to the broader market-1.000.001.002.003.004.00
AAPY: 0.55
MSTY: 1.49
The chart of Sortino ratio for AAPY, currently valued at 0.91, compared to the broader market-2.000.002.004.006.008.00
AAPY: 0.91
MSTY: 2.11
The chart of Omega ratio for AAPY, currently valued at 1.14, compared to the broader market0.501.001.502.002.50
AAPY: 1.14
MSTY: 1.27
The chart of Calmar ratio for AAPY, currently valued at 0.49, compared to the broader market0.002.004.006.008.0010.0012.00
AAPY: 0.49
MSTY: 2.83
The chart of Martin ratio for AAPY, currently valued at 1.91, compared to the broader market0.0020.0040.0060.00
AAPY: 1.91
MSTY: 6.94

The current AAPY Sharpe Ratio is 0.55, which is lower than the MSTY Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of AAPY and MSTY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00Mar 02Mar 09Mar 16Mar 23Mar 30Apr 06Apr 13Apr 20Apr 27
0.55
1.49
AAPY
MSTY

Dividends

AAPY vs. MSTY - Dividend Comparison

AAPY's dividend yield for the trailing twelve months is around 22.05%, less than MSTY's 128.25% yield.


Drawdowns

AAPY vs. MSTY - Drawdown Comparison

The maximum AAPY drawdown since its inception was -29.22%, smaller than the maximum MSTY drawdown of -40.82%. Use the drawdown chart below to compare losses from any high point for AAPY and MSTY. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-16.46%
-12.61%
AAPY
MSTY

Volatility

AAPY vs. MSTY - Volatility Comparison

The current volatility for Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY) is 18.62%, while YieldMax™ MSTR Option Income Strategy ETF (MSTY) has a volatility of 32.02%. This indicates that AAPY experiences smaller price fluctuations and is considered to be less risky than MSTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%NovemberDecember2025FebruaryMarchApril
18.62%
32.02%
AAPY
MSTY