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

APLY vs. AAPU

Last updated May 15, 2025

Compare and contrast key facts about YieldMax AAPL Option Income Strategy ETF (APLY) and Direxion Daily AAPL Bull 2X Shares (AAPU).

APLY and AAPU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. APLY is an actively managed fund by YieldMax. It was launched on Apr 17, 2023. AAPU is a passively managed fund by Direxion that tracks the performance of the Apple Inc. (150%). It was launched on Aug 8, 2022.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APLY or AAPU.

Correlation

The correlation between APLY and AAPU 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.

Performance

APLY vs. AAPU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax AAPL Option Income Strategy ETF (APLY) and Direxion Daily AAPL Bull 2X Shares (AAPU). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

APLY:

0.15

AAPU:

0.08

Sortino Ratio

APLY:

0.49

AAPU:

0.69

Omega Ratio

APLY:

1.07

AAPU:

1.10

Calmar Ratio

APLY:

0.19

AAPU:

0.18

Martin Ratio

APLY:

0.65

AAPU:

0.51

Ulcer Index

APLY:

8.93%

AAPU:

20.57%

Daily Std Dev

APLY:

27.51%

AAPU:

65.11%

Max Drawdown

APLY:

-31.09%

AAPU:

-58.61%

Current Drawdown

APLY:

-16.48%

AAPU:

-39.97%

Returns By Period

In the year-to-date period, APLY achieves a -14.35% return, which is significantly higher than AAPU's -35.52% return.

APLY

YTD

-14.35%

1M

4.26%

6M

-8.22%

1Y

3.99%

5Y*

N/A

10Y*

N/A

AAPU

YTD

-35.52%

1M

7.94%

6M

-21.34%

1Y

5.41%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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APLY vs. AAPU - Expense Ratio Comparison

APLY has a 0.99% expense ratio, which is lower than AAPU's 1.04% expense ratio.

AAPU
Direxion Daily AAPL Bull 2X Shares
APLY
YieldMax AAPL Option Income Strategy ETF

Risk-Adjusted Performance

APLY vs. AAPU — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
APLY
The Risk-Adjusted Performance Rank of APLY is 2626
Overall Rank
The Sharpe Ratio Rank of APLY is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of APLY is 2828
Sortino Ratio Rank
The Omega Ratio Rank of APLY is 3030
Omega Ratio Rank
The Calmar Ratio Rank of APLY is 2727
Calmar Ratio Rank
The Martin Ratio Rank of APLY is 2626
Martin Ratio Rank
AAPU
The Risk-Adjusted Performance Rank of AAPU is 2929
Overall Rank
The Sharpe Ratio Rank of AAPU is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of AAPU is 3939
Sortino Ratio Rank
The Omega Ratio Rank of AAPU is 4040
Omega Ratio Rank
The Calmar Ratio Rank of AAPU is 2626
Calmar Ratio Rank
The Martin Ratio Rank of AAPU is 2323
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.

APLY vs. AAPU - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax AAPL Option Income Strategy ETF (APLY) and Direxion Daily AAPL Bull 2X Shares (AAPU). 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.

The current APLY Sharpe Ratio is 0.15, which is higher than the AAPU Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of APLY and AAPU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Dividends

APLY vs. AAPU - Dividend Comparison

APLY's dividend yield for the trailing twelve months is around 33.82%, more than AAPU's 23.48% yield.

TTM202420232022
APLY
YieldMax AAPL Option Income Strategy ETF		33.82%24.95%14.36%0.00%
AAPU
Direxion Daily AAPL Bull 2X Shares		23.48%14.58%2.32%0.79%

Drawdowns

APLY vs. AAPU - Drawdown Comparison

The maximum APLY drawdown since its inception was -31.09%, smaller than the maximum AAPU drawdown of -58.61%. Use the drawdown chart below to compare losses from any high point for APLY and AAPU. For additional features, visit the drawdowns tool.

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Volatility

APLY vs. AAPU - Volatility Comparison

The current volatility for YieldMax AAPL Option Income Strategy ETF (APLY) is 8.07%, while Direxion Daily AAPL Bull 2X Shares (AAPU) has a volatility of 21.15%. This indicates that APLY experiences smaller price fluctuations and is considered to be less risky than AAPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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