AAPY vs. SPTM
Compare and contrast key facts about Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY) and SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM).
AAPY and SPTM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AAPY is an actively managed fund by Kurv. It was launched on Oct 26, 2023. SPTM is a passively managed fund by State Street that tracks the performance of the S&P Composite 1500 Index. It was launched on Oct 4, 2000.
Performance
AAPY vs. SPTM - Performance Comparison
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AAPY vs. SPTM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AAPY Kurv Yield Premium Strategy Apple (AAPL) ETF | -7.87% | 5.04% | 20.54% | 9.23% |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | -3.15% | 16.93% | 23.87% | 16.65% |
Returns By Period
In the year-to-date period, AAPY achieves a -7.87% return, which is significantly lower than SPTM's -3.15% return.
AAPY
- 1D
- 0.47%
- 1M
- -4.36%
- YTD
- -7.87%
- 6M
- -1.45%
- 1Y
- 7.43%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SPTM
- 1D
- 0.76%
- 1M
- -4.38%
- YTD
- -3.15%
- 6M
- -0.99%
- 1Y
- 18.19%
- 3Y*
- 18.05%
- 5Y*
- 11.45%
- 10Y*
- 13.90%
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AAPY vs. SPTM - Expense Ratio Comparison
AAPY has a 0.99% expense ratio, which is higher than SPTM's 0.03% expense ratio.
Return for Risk
AAPY vs. SPTM — Risk / Return Rank
AAPY
SPTM
AAPY vs. SPTM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY) and SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM). 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.
| AAPY | SPTM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 1.00 | -0.72 |
Sortino ratioReturn per unit of downside risk | 0.59 | 1.52 | -0.93 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.23 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 1.52 | -1.12 |
Martin ratioReturn relative to average drawdown | 1.23 | 7.28 | -6.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AAPY | SPTM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 1.00 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.68 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.43 | +0.05 |
Correlation
The correlation between AAPY and SPTM is 0.54, 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.
Dividends
AAPY vs. SPTM - Dividend Comparison
AAPY's dividend yield for the trailing twelve months is around 13.53%, more than SPTM's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPY Kurv Yield Premium Strategy Apple (AAPL) ETF | 13.53% | 12.66% | 17.15% | 2.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | 1.19% | 1.13% | 1.28% | 1.44% | 1.69% | 1.25% | 1.56% | 1.72% | 1.90% | 1.66% | 1.91% | 1.92% |
Drawdowns
AAPY vs. SPTM - Drawdown Comparison
The maximum AAPY drawdown since its inception was -29.22%, smaller than the maximum SPTM drawdown of -54.80%. Use the drawdown chart below to compare losses from any high point for AAPY and SPTM.
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Drawdown Indicators
| AAPY | SPTM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.22% | -54.80% | +25.58% |
Max Drawdown (1Y)Largest decline over 1 year | -19.80% | -12.21% | -7.59% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.14% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.66% | — |
Current DrawdownCurrent decline from peak | -11.18% | -5.36% | -5.82% |
Average DrawdownAverage peak-to-trough decline | -6.52% | -9.10% | +2.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.50% | 2.55% | +3.95% |
Volatility
AAPY vs. SPTM - Volatility Comparison
Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY) has a higher volatility of 6.58% compared to SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) at 5.35%. This indicates that AAPY's price experiences larger fluctuations and is considered to be riskier than SPTM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAPY | SPTM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 5.35% | +1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 15.36% | 9.54% | +5.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.03% | 18.33% | +8.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.26% | 16.87% | +5.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.26% | 18.03% | +4.23% |