APLY vs. AMZY
Compare and contrast key facts about YieldMax AAPL Option Income Strategy ETF (APLY) and YieldMax AMZN Option Income Strategy ETF (AMZY).
APLY and AMZY 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. AMZY is an actively managed fund by YieldMax. It was launched on Jul 24, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APLY or AMZY.
Correlation
The correlation between APLY and AMZY is 0.41, 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. AMZY - Performance Comparison
Key characteristics
APLY:
0.18
AMZY:
-0.15
APLY:
0.44
AMZY:
-0.03
APLY:
1.06
AMZY:
1.00
APLY:
0.15
AMZY:
-0.17
APLY:
0.65
AMZY:
-0.51
APLY:
7.43%
AMZY:
7.97%
APLY:
27.01%
AMZY:
26.36%
APLY:
-31.09%
AMZY:
-23.32%
APLY:
-20.77%
AMZY:
-21.52%
Returns By Period
In the year-to-date period, APLY achieves a -18.75% return, which is significantly lower than AMZY's -14.44% return.
APLY
-18.75%
-6.41%
-14.74%
7.21%
N/A
N/A
AMZY
-14.44%
-8.17%
-5.48%
0.78%
N/A
N/A
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APLY vs. AMZY - Expense Ratio Comparison
Both APLY and AMZY have an expense ratio of 0.99%.
Risk-Adjusted Performance
APLY vs. AMZY — Risk-Adjusted Performance Rank
APLY
AMZY
APLY vs. AMZY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax AAPL Option Income Strategy ETF (APLY) and YieldMax AMZN Option Income Strategy ETF (AMZY). 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. AMZY - Dividend Comparison
APLY's dividend yield for the trailing twelve months is around 31.61%, less than AMZY's 58.57% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
APLY YieldMax AAPL Option Income Strategy ETF | 31.61% | 24.95% | 14.36% |
AMZY YieldMax AMZN Option Income Strategy ETF | 58.57% | 47.91% | 9.90% |
Drawdowns
APLY vs. AMZY - Drawdown Comparison
The maximum APLY drawdown since its inception was -31.09%, which is greater than AMZY's maximum drawdown of -23.32%. Use the drawdown chart below to compare losses from any high point for APLY and AMZY. For additional features, visit the drawdowns tool.
Volatility
APLY vs. AMZY - Volatility Comparison
YieldMax AAPL Option Income Strategy ETF (APLY) has a higher volatility of 19.75% compared to YieldMax AMZN Option Income Strategy ETF (AMZY) at 13.71%. This indicates that APLY's price experiences larger fluctuations and is considered to be riskier than AMZY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.