BRKC vs. AAPL
BRKC (YieldMax BRK.B Option Income Strategy ETF) is Derivative Income fund actively managed by YieldMax, while AAPL (Apple Inc) is a stock. Over the past year, BRKC returned -1.49% vs 46.90% for AAPL. At a 0.19 correlation, their price movements are largely independent.
Performance
BRKC vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, BRKC achieves a -0.82% return, which is significantly lower than AAPL's 8.01% return.
BRKC
- 1D
- 0.26%
- 1M
- 1.71%
- YTD
- -0.82%
- 6M
- -0.54%
- 1Y
- -1.49%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AAPL
- 1D
- -0.41%
- 1M
- -5.10%
- YTD
- 8.01%
- 6M
- 7.24%
- 1Y
- 46.90%
- 3Y*
- 16.76%
- 5Y*
- 17.70%
- 10Y*
- 30.00%
BRKC vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BRKC YieldMax BRK.B Option Income Strategy ETF | -0.82% | 0.76% |
AAPL Apple Inc | 8.01% | 34.32% |
Correlation
The correlation between BRKC and AAPL is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Jun 5, 2025 | 0.19 |
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Return for Risk
BRKC vs. AAPL — Risk / Return Rank
BRKC
AAPL
BRKC vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax BRK.B Option Income Strategy ETF (BRKC) and Apple Inc (AAPL). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRKC | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.21 | ||
| Sortino ratioReturn per unit of downside risk | -3.03 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.38 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.20 | 3.42 | -3.61 |
| Martin ratioReturn relative to average drawdown | -0.41 | 8.37 | -8.77 |
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Drawdowns
BRKC vs. AAPL - Drawdown Comparison
The maximum BRKC drawdown since its inception was -7.59%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for BRKC and AAPL.
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Drawdown Indicators
| BRKC | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.59% | -81.80% | +74.21% |
Max Drawdown (1Y)Largest decline over 1 year | -7.59% | -13.80% | +6.21% |
Max Drawdown (3Y)Largest decline over 3 years | — | -33.36% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -33.36% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.52% | — |
Current DrawdownCurrent decline from peak | -2.82% | -7.02% | +4.20% |
Average DrawdownAverage peak-to-trough decline | -3.15% | -29.58% | +26.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.73% | 5.62% | -1.89% |
Volatility
BRKC vs. AAPL - Volatility Comparison
The current volatility for YieldMax BRK.B Option Income Strategy ETF (BRKC) is 2.40%, while Apple Inc (AAPL) has a volatility of 6.82%. This indicates that BRKC experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRKC | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.40% | 6.82% | -4.42% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 16.62% | -6.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.58% | 22.58% | -10.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.46% | 27.52% | -15.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.46% | 28.92% | -16.46% |
Dividends
BRKC vs. AAPL - Dividend Comparison
BRKC's dividend yield for the trailing twelve months is around 20.90%, more than AAPL's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.36% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
BRKC YieldMax BRK.B Option Income Strategy ETF | 20.90% | 10.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BRKC and AAPL have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAPL has higher volatility (6.82%) compared to BRKC (2.40%). In terms of maximum drawdown, BRKC dropped -7.59% vs AAPL's -81.80%.
AAPL currently has the higher Sharpe Ratio (2.09 vs -0.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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