APLY vs. AAPL
APLY (YieldMax AAPL Option Income Strategy ETF) is Options Trading fund actively managed by YieldMax, while AAPL (Apple Inc) is a stock. Over the past 3 years, APLY returned 8.87%/yr vs 16.93%/yr for AAPL. Their correlation of 0.92 suggests significant overlap in exposure.
Performance
APLY vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, APLY achieves a 4.06% return, which is significantly lower than AAPL's 8.46% return.
APLY
- 1D
- -0.56%
- 1M
- -4.43%
- YTD
- 4.06%
- 6M
- 3.68%
- 1Y
- 30.98%
- 3Y*
- 8.87%
- 5Y*
- —
- 10Y*
- —
AAPL
- 1D
- -0.91%
- 1M
- -4.70%
- YTD
- 8.46%
- 6M
- 8.26%
- 1Y
- 46.63%
- 3Y*
- 16.93%
- 5Y*
- 17.74%
- 10Y*
- 30.05%
APLY vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
APLY YieldMax AAPL Option Income Strategy ETF | 4.06% | 4.69% | 18.62% | 11.43% |
AAPL Apple Inc | 8.46% | 9.05% | 30.71% | 17.00% |
Correlation
The correlation between APLY and AAPL is 0.95, 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 | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Apr 18, 2023 | 0.92 |
The correlation between APLY and AAPL has been stable across timeframes, ranging from 0.92 to 0.95 - a consistent structural relationship.
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Return for Risk
APLY vs. AAPL — Risk / Return Rank
APLY
AAPL
APLY vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax AAPL Option Income Strategy ETF (APLY) and Apple Inc (AAPL). 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.
| APLY | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.34 | ||
| Sortino ratioReturn per unit of downside risk | -0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.38 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.65 | 3.40 | -0.75 |
| Martin ratioReturn relative to average drawdown | 6.59 | 8.35 | -1.76 |
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Drawdowns
APLY vs. AAPL - Drawdown Comparison
The maximum APLY drawdown since its inception was -30.41%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for APLY and AAPL.
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Drawdown Indicators
| APLY | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.41% | -81.80% | +51.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -13.80% | +2.04% |
Max Drawdown (3Y)Largest decline over 3 years | -30.41% | -33.36% | +2.95% |
Max Drawdown (5Y)Largest decline over 5 years | — | -33.36% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.52% | — |
Current DrawdownCurrent decline from peak | -5.78% | -6.63% | +0.85% |
Average DrawdownAverage peak-to-trough decline | -6.88% | -29.58% | +22.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.71% | 5.60% | -0.89% |
Volatility
APLY vs. AAPL - Volatility Comparison
The current volatility for YieldMax AAPL Option Income Strategy ETF (APLY) is 5.60%, while Apple Inc (AAPL) has a volatility of 6.98%. This indicates that APLY experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APLY | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 6.98% | -1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 13.49% | 16.62% | -3.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.97% | 22.57% | -4.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.93% | 27.52% | -6.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.93% | 28.92% | -7.99% |
Dividends
APLY vs. AAPL - Dividend Comparison
APLY's dividend yield for the trailing twelve months is around 36.54%, more than AAPL's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.36% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
APLY YieldMax AAPL Option Income Strategy ETF | 36.54% | 36.38% | 24.95% | 14.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.95, APLY and AAPL 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.
AAPL has higher volatility (6.98%) compared to APLY (5.60%). In terms of maximum drawdown, APLY dropped -30.41% vs AAPL's -81.80%.
AAPL currently has the higher Sharpe Ratio (2.08 vs 1.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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