APLY vs. NVDA
Compare and contrast key facts about YieldMax AAPL Option Income Strategy ETF (APLY) and NVIDIA Corporation (NVDA).
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 NVDA.
Key characteristics
| APLY | NVDA | |
|---|---|---|
| YTD Return | 10.50% | 200.70% |
| 1Y Return | 16.65% | 219.76% |
| Sharpe Ratio | 1.00 | 4.33 |
| Sortino Ratio | 1.43 | 4.15 |
| Omega Ratio | 1.19 | 1.54 |
| Calmar Ratio | 1.19 | 8.28 |
| Martin Ratio | 3.37 | 26.13 |
| Ulcer Index | 5.00% | 8.58% |
| Daily Std Dev | 16.88% | 51.72% |
| Max Drawdown | -15.85% | -89.73% |
| Current Drawdown | -2.57% | 0.00% |
Correlation
The correlation between APLY and NVDA is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
APLY vs. NVDA - Performance Comparison
In the year-to-date period, APLY achieves a 10.50% return, which is significantly lower than NVDA's 200.70% 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. NVDA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax AAPL Option Income Strategy ETF (APLY) and NVIDIA Corporation (NVDA). 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. NVDA - Dividend Comparison
APLY's dividend yield for the trailing twelve months is around 24.01%, more than NVDA's 0.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APLY YieldMax AAPL Option Income Strategy ETF | 24.01% | 14.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NVDA NVIDIA Corporation | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% | 1.94% |
Drawdowns
APLY vs. NVDA - Drawdown Comparison
The maximum APLY drawdown since its inception was -15.85%, smaller than the maximum NVDA drawdown of -89.73%. Use the drawdown chart below to compare losses from any high point for APLY and NVDA. For additional features, visit the drawdowns tool.
Volatility
APLY vs. NVDA - Volatility Comparison
The current volatility for YieldMax AAPL Option Income Strategy ETF (APLY) is 4.31%, while NVIDIA Corporation (NVDA) has a volatility of 11.24%. This indicates that APLY experiences smaller price fluctuations and is considered to be less risky than NVDA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.