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.
Performance
APLY vs. MSFT - Performance Comparison
Returns By Period
In the year-to-date period, APLY achieves a 12.27% return, which is significantly higher than MSFT's 11.09% return.
APLY
12.27%
-0.79%
13.33%
16.32%
N/A
N/A
MSFT
11.09%
-0.79%
-3.32%
11.98%
23.78%
26.02%
Key characteristics
| APLY | MSFT | |
|---|---|---|
| Sharpe Ratio | 0.88 | 0.61 |
| Sortino Ratio | 1.28 | 0.91 |
| Omega Ratio | 1.17 | 1.12 |
| Calmar Ratio | 1.05 | 0.77 |
| Martin Ratio | 2.98 | 1.83 |
| Ulcer Index | 5.02% | 6.55% |
| Daily Std Dev | 16.92% | 19.49% |
| Max Drawdown | -15.85% | -69.41% |
| Current Drawdown | -1.01% | -10.98% |
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Correlation
The correlation between APLY and MSFT is 0.44, 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.
Risk-Adjusted Performance
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 23.64%, more than MSFT's 0.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APLY YieldMax AAPL Option Income Strategy ETF | 23.64% | 14.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MSFT Microsoft Corporation | 0.74% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
Drawdowns
APLY vs. MSFT - Drawdown Comparison
The maximum APLY drawdown since its inception was -15.85%, smaller than the maximum MSFT drawdown of -69.41%. 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
The current volatility for YieldMax AAPL Option Income Strategy ETF (APLY) is 3.89%, while Microsoft Corporation (MSFT) has a volatility of 7.99%. This indicates that APLY experiences smaller price fluctuations and is considered to be less risky than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.