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AMZY vs. APLY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AMZY and APLY is 0.39, 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.


-0.50.00.51.0
Correlation: 0.4

Performance

AMZY vs. APLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax AMZN Option Income Strategy ETF (AMZY) and YieldMax AAPL Option Income Strategy ETF (APLY). The values are adjusted to include any dividend payments, if applicable.

0.00%20.00%40.00%60.00%80.00%NovemberDecember2025FebruaryMarchApril
48.58%
2.21%
AMZY
APLY

Key characteristics

Sharpe Ratio

AMZY:

0.25

APLY:

0.69

Sortino Ratio

AMZY:

0.48

APLY:

1.01

Omega Ratio

AMZY:

1.06

APLY:

1.14

Calmar Ratio

AMZY:

0.36

APLY:

0.76

Martin Ratio

AMZY:

0.86

APLY:

2.37

Ulcer Index

AMZY:

6.75%

APLY:

5.59%

Daily Std Dev

AMZY:

23.24%

APLY:

19.14%

Max Drawdown

AMZY:

-16.41%

APLY:

-17.41%

Current Drawdown

AMZY:

-14.86%

APLY:

-13.22%

Returns By Period

In the year-to-date period, AMZY achieves a -7.17% return, which is significantly higher than APLY's -11.01% return.


AMZY

YTD

-7.17%

1M

-6.09%

6M

4.56%

1Y

5.74%

5Y*

N/A

10Y*

N/A

APLY

YTD

-11.01%

1M

-7.10%

6M

-3.66%

1Y

14.20%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AMZY vs. APLY - Expense Ratio Comparison

Both AMZY and APLY have an expense ratio of 0.99%.


AMZY
YieldMax AMZN Option Income Strategy ETF
Expense ratio chart for AMZY: 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%
AMZY: 0.99%
Expense ratio chart for APLY: 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%
APLY: 0.99%

Risk-Adjusted Performance

AMZY vs. APLY — Risk-Adjusted Performance Rank

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

AMZY
The Risk-Adjusted Performance Rank of AMZY is 3636
Overall Rank
The Sharpe Ratio Rank of AMZY is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of AMZY is 3434
Sortino Ratio Rank
The Omega Ratio Rank of AMZY is 3535
Omega Ratio Rank
The Calmar Ratio Rank of AMZY is 4343
Calmar Ratio Rank
The Martin Ratio Rank of AMZY is 3434
Martin Ratio Rank

APLY
The Risk-Adjusted Performance Rank of APLY is 6363
Overall Rank
The Sharpe Ratio Rank of APLY is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of APLY is 6262
Sortino Ratio Rank
The Omega Ratio Rank of APLY is 6666
Omega Ratio Rank
The Calmar Ratio Rank of APLY is 6666
Calmar Ratio Rank
The Martin Ratio Rank of APLY is 6060
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.

AMZY vs. APLY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax AMZN Option Income Strategy ETF (AMZY) 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.


Sharpe ratio
The chart of Sharpe ratio for AMZY, currently valued at 0.25, compared to the broader market-1.000.001.002.003.004.005.00
AMZY: 0.25
APLY: 0.69
The chart of Sortino ratio for AMZY, currently valued at 0.48, compared to the broader market-2.000.002.004.006.008.0010.00
AMZY: 0.48
APLY: 1.01
The chart of Omega ratio for AMZY, currently valued at 1.06, compared to the broader market0.501.001.502.002.503.00
AMZY: 1.06
APLY: 1.14
The chart of Calmar ratio for AMZY, currently valued at 0.36, compared to the broader market0.005.0010.0015.00
AMZY: 0.36
APLY: 0.76
The chart of Martin ratio for AMZY, currently valued at 0.86, compared to the broader market0.0020.0040.0060.0080.00100.00
AMZY: 0.86
APLY: 2.37

The current AMZY Sharpe Ratio is 0.25, which is lower than the APLY Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of AMZY and APLY, 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 Ratio0.501.001.502.00NovemberDecember2025FebruaryMarchApril
0.25
0.69
AMZY
APLY

Dividends

AMZY vs. APLY - Dividend Comparison

AMZY's dividend yield for the trailing twelve months is around 53.61%, more than APLY's 28.75% yield.


TTM20242023
AMZY
YieldMax AMZN Option Income Strategy ETF
53.61%47.91%9.90%
APLY
YieldMax AAPL Option Income Strategy ETF
28.75%24.95%14.36%

Drawdowns

AMZY vs. APLY - Drawdown Comparison

The maximum AMZY drawdown since its inception was -16.41%, smaller than the maximum APLY drawdown of -17.41%. Use the drawdown chart below to compare losses from any high point for AMZY and APLY. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-14.86%
-13.22%
AMZY
APLY

Volatility

AMZY vs. APLY - Volatility Comparison

The current volatility for YieldMax AMZN Option Income Strategy ETF (AMZY) is 7.16%, while YieldMax AAPL Option Income Strategy ETF (APLY) has a volatility of 8.01%. This indicates that AMZY experiences smaller price fluctuations and is considered to be less risky than APLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%NovemberDecember2025FebruaryMarchApril
7.16%
8.01%
AMZY
APLY
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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