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.
Key characteristics
| APLY | XOMO | |
|---|---|---|
| YTD Return | 10.50% | 16.10% |
| 1Y Return | 16.65% | 16.51% |
| Sharpe Ratio | 1.00 | 1.05 |
| Sortino Ratio | 1.43 | 1.49 |
| Omega Ratio | 1.19 | 1.19 |
| Calmar Ratio | 1.19 | 1.12 |
| Martin Ratio | 3.37 | 4.76 |
| Ulcer Index | 5.00% | 3.17% |
| Daily Std Dev | 16.88% | 14.41% |
| Max Drawdown | -15.85% | -13.53% |
| Current Drawdown | -2.57% | -2.91% |
Correlation
The correlation between APLY and XOMO is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
APLY vs. XOMO - Performance Comparison
In the year-to-date period, APLY achieves a 10.50% return, which is significantly lower than XOMO's 16.10% 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. 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 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 24.01%, more than XOMO's 20.18% yield.
| TTM | 2023 | |
|---|---|---|
APLY YieldMax AAPL Option Income Strategy ETF | 24.01% | 14.36% |
XOMO YieldMax XOM Option Income Strategy ETF | 20.18% | 5.13% |
Drawdowns
APLY vs. XOMO - Drawdown Comparison
The maximum APLY drawdown since its inception was -15.85%, 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
The current volatility for YieldMax AAPL Option Income Strategy ETF (APLY) is 4.31%, while YieldMax XOM Option Income Strategy ETF (XOMO) has a volatility of 4.63%. This indicates that APLY experiences smaller price fluctuations and is considered to be less risky than XOMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.