APLY vs. XOMO
Compare and contrast key facts about YieldMax AAPL Option Income Strategy ETF (APLY) and YieldMax XOM Option Income Strategy ETF (XOMO).
APLY and XOMO 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. XOMO is an actively managed fund by YieldMax. It was launched on Aug 30, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APLY or XOMO.
Correlation
The correlation between APLY and XOMO is 0.02, 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. XOMO - Performance Comparison
Key characteristics
APLY:
0.29
XOMO:
-0.23
APLY:
0.49
XOMO:
-0.19
APLY:
1.07
XOMO:
0.98
APLY:
0.30
XOMO:
-0.28
APLY:
1.03
XOMO:
-0.59
APLY:
5.79%
XOMO:
6.27%
APLY:
20.86%
XOMO:
16.36%
APLY:
-19.94%
XOMO:
-13.53%
APLY:
-19.94%
XOMO:
-9.12%
Returns By Period
In the year-to-date period, APLY achieves a -17.90% return, which is significantly lower than XOMO's 2.41% return.
APLY
-17.90%
-12.02%
-11.18%
5.42%
N/A
N/A
XOMO
2.41%
1.74%
-7.87%
-3.79%
N/A
N/A
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APLY vs. XOMO - Expense Ratio Comparison
APLY has a 0.99% expense ratio, which is lower than XOMO's 1.01% expense ratio.
Risk-Adjusted Performance
APLY vs. XOMO — Risk-Adjusted Performance Rank
APLY
XOMO
APLY vs. XOMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax AAPL Option Income Strategy ETF (APLY) and YieldMax XOM Option Income Strategy ETF (XOMO). 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. XOMO - Dividend Comparison
APLY's dividend yield for the trailing twelve months is around 31.17%, more than XOMO's 28.59% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
APLY YieldMax AAPL Option Income Strategy ETF | 28.42% | 24.95% | 14.36% |
XOMO YieldMax XOM Option Income Strategy ETF | 26.76% | 26.94% | 5.13% |
Drawdowns
APLY vs. XOMO - Drawdown Comparison
The maximum APLY drawdown since its inception was -19.94%, which is greater than XOMO's maximum drawdown of -13.53%. Use the drawdown chart below to compare losses from any high point for APLY and XOMO. For additional features, visit the drawdowns tool.
Volatility
APLY vs. XOMO - Volatility Comparison
YieldMax AAPL Option Income Strategy ETF (APLY) has a higher volatility of 11.34% compared to YieldMax XOM Option Income Strategy ETF (XOMO) at 6.65%. This indicates that APLY's price experiences larger fluctuations and is considered to be riskier than XOMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.