AIYY vs. APLY
Compare and contrast key facts about YieldMax AI Option Income Strategy ETF (AIYY) and YieldMax AAPL Option Income Strategy ETF (APLY).
AIYY and APLY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AIYY is an actively managed fund by YieldMax. It was launched on Nov 27, 2023. APLY is an actively managed fund by YieldMax. It was launched on Apr 17, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIYY or APLY.
Correlation
The correlation between AIYY and APLY is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AIYY vs. APLY - Performance Comparison
Key characteristics
AIYY:
-0.35
APLY:
1.23
AIYY:
-0.22
APLY:
1.72
AIYY:
0.97
APLY:
1.23
AIYY:
-0.42
APLY:
1.43
AIYY:
-0.67
APLY:
5.10
AIYY:
23.84%
APLY:
3.98%
AIYY:
46.02%
APLY:
16.51%
AIYY:
-38.33%
APLY:
-15.85%
AIYY:
-22.23%
APLY:
-4.86%
Returns By Period
The year-to-date returns for both stocks are quite close, with AIYY having a -2.34% return and APLY slightly lower at -2.44%.
AIYY
-2.34%
-16.60%
-0.90%
-15.99%
N/A
N/A
APLY
-2.44%
-1.78%
4.81%
20.13%
N/A
N/A
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AIYY vs. APLY - Expense Ratio Comparison
Both AIYY and APLY have an expense ratio of 0.99%.
Risk-Adjusted Performance
AIYY vs. APLY — Risk-Adjusted Performance Rank
AIYY
APLY
AIYY vs. APLY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax AI Option Income Strategy ETF (AIYY) 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.
Dividends
AIYY vs. APLY - Dividend Comparison
AIYY's dividend yield for the trailing twelve months is around 84.45%, more than APLY's 22.39% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
AIYY YieldMax AI Option Income Strategy ETF | 84.45% | 98.27% | 0.00% |
APLY YieldMax AAPL Option Income Strategy ETF | 22.39% | 24.95% | 14.36% |
Drawdowns
AIYY vs. APLY - Drawdown Comparison
The maximum AIYY drawdown since its inception was -38.33%, which is greater than APLY's maximum drawdown of -15.85%. Use the drawdown chart below to compare losses from any high point for AIYY and APLY. For additional features, visit the drawdowns tool.
Volatility
AIYY vs. APLY - Volatility Comparison
YieldMax AI Option Income Strategy ETF (AIYY) has a higher volatility of 20.69% compared to YieldMax AAPL Option Income Strategy ETF (APLY) at 4.36%. This indicates that AIYY'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.