APLY vs. AAPL
Compare and contrast key facts about YieldMax AAPL Option Income Strategy ETF (APLY) and Apple Inc (AAPL).
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: APLY or AAPL.
Key characteristics
| APLY | AAPL | |
|---|---|---|
| YTD Return | 10.69% | 17.50% |
| 1Y Return | 15.04% | 20.69% |
| Sharpe Ratio | 0.95 | 1.00 |
| Sortino Ratio | 1.37 | 1.56 |
| Omega Ratio | 1.18 | 1.19 |
| Calmar Ratio | 1.13 | 1.35 |
| Martin Ratio | 3.20 | 3.17 |
| Ulcer Index | 5.01% | 7.07% |
| Daily Std Dev | 16.89% | 22.46% |
| Max Drawdown | -15.85% | -81.80% |
| Current Drawdown | -2.40% | -4.70% |
Correlation
The correlation between APLY and AAPL is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
APLY vs. AAPL - Performance Comparison
In the year-to-date period, APLY achieves a 10.69% return, which is significantly lower than AAPL's 17.50% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
APLY vs. AAPL - Risk-Adjusted Performance 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.
Dividends
APLY vs. AAPL - Dividend Comparison
APLY's dividend yield for the trailing twelve months is around 23.97%, more than AAPL's 0.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APLY YieldMax AAPL Option Income Strategy ETF | 23.97% | 14.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AAPL Apple Inc | 0.44% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
APLY vs. AAPL - Drawdown Comparison
The maximum APLY drawdown since its inception was -15.85%, 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. For additional features, visit the drawdowns tool.
Volatility
APLY vs. AAPL - Volatility Comparison
The current volatility for YieldMax AAPL Option Income Strategy ETF (APLY) is 4.20%, while Apple Inc (AAPL) has a volatility of 4.82%. 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.