APLY vs. VTI
Compare and contrast key facts about YieldMax AAPL Option Income Strategy ETF (APLY) and Vanguard Total Stock Market ETF (VTI).
APLY and VTI 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 Tidal. It was launched on Apr 17, 2023. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APLY or VTI.
Key characteristics
| APLY | VTI | |
|---|---|---|
| YTD Return | -1.45% | 10.96% |
| 1Y Return | 4.56% | 27.93% |
| Sharpe Ratio | 0.35 | 2.46 |
| Daily Std Dev | 15.64% | 11.89% |
| Max Drawdown | -15.86% | -55.45% |
| Current Drawdown | -5.93% | -0.13% |
Correlation
The correlation between APLY and VTI is 0.55, 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. VTI - Performance Comparison
In the year-to-date period, APLY achieves a -1.45% return, which is significantly lower than VTI's 10.96% 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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APLY vs. VTI - Expense Ratio Comparison
APLY has a 0.99% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
APLY vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax AAPL Option Income Strategy ETF (APLY) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
APLY's dividend yield for the trailing twelve months is around 26.99%, more than VTI's 1.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APLY YieldMax AAPL Option Income Strategy ETF | 26.99% | 14.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.35% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
APLY vs. VTI - Drawdown Comparison
The maximum APLY drawdown since its inception was -15.86%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for APLY and VTI. For additional features, visit the drawdowns tool.
Volatility
APLY vs. VTI - Volatility Comparison
YieldMax AAPL Option Income Strategy ETF (APLY) has a higher volatility of 5.25% compared to Vanguard Total Stock Market ETF (VTI) at 3.42%. This indicates that APLY's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.