APLY vs. MSFT
Compare and contrast key facts about YieldMax AAPL Option Income Strategy ETF (APLY) and Microsoft Corporation (MSFT).
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 MSFT.
Correlation
The correlation between APLY and MSFT is 0.45, 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. MSFT - Performance Comparison
Key characteristics
APLY:
0.87
MSFT:
0.55
APLY:
1.25
MSFT:
0.83
APLY:
1.17
MSFT:
1.11
APLY:
1.06
MSFT:
0.71
APLY:
3.58
MSFT:
1.54
APLY:
4.19%
MSFT:
7.11%
APLY:
17.15%
MSFT:
20.06%
APLY:
-15.86%
MSFT:
-69.39%
APLY:
-9.92%
MSFT:
-7.89%
Returns By Period
In the year-to-date period, APLY achieves a -7.62% return, which is significantly lower than MSFT's 1.79% return.
APLY
-7.62%
-8.88%
1.86%
11.56%
N/A
N/A
MSFT
1.79%
-1.73%
-2.77%
8.42%
22.14%
26.71%
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Risk-Adjusted Performance
APLY vs. MSFT — Risk-Adjusted Performance Rank
APLY
MSFT
APLY vs. MSFT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax AAPL Option Income Strategy ETF (APLY) and Microsoft Corporation (MSFT). 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. MSFT - Dividend Comparison
APLY's dividend yield for the trailing twelve months is around 25.77%, more than MSFT's 0.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APLY YieldMax AAPL Option Income Strategy ETF | 25.77% | 24.95% | 14.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MSFT Microsoft Corporation | 0.72% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
Drawdowns
APLY vs. MSFT - Drawdown Comparison
The maximum APLY drawdown since its inception was -15.86%, smaller than the maximum MSFT drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for APLY and MSFT. For additional features, visit the drawdowns tool.
Volatility
APLY vs. MSFT - Volatility Comparison
YieldMax AAPL Option Income Strategy ETF (APLY) and Microsoft Corporation (MSFT) have volatilities of 6.08% and 6.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.