EOSE vs. AAPY
EOSE (Eos Energy Enterprises Inc) is a stock, while AAPY (Kurv Yield Premium Strategy Apple (AAPL) ETF) is Derivative Income fund actively managed by Kurv. Over the past year, EOSE returned -21.89% vs 47.12% for AAPY. At a 0.16 correlation, their price movements are largely independent.
Performance
EOSE vs. AAPY - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EOSE achieves a -65.45% return, which is significantly lower than AAPY's 21.72% return.
EOSE
- 1D
- -9.38%
- 1M
- -41.85%
- 6M
- -76.54%
- YTD
- -65.45%
- 1Y
- -21.89%
- 3Y*
- 3.42%
- 5Y*
- -25.42%
- 10Y*
- —
AAPY
- 1D
- 1.83%
- 1M
- 10.74%
- 6M
- 28.19%
- YTD
- 21.72%
- 1Y
- 47.12%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EOSE vs. AAPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
EOSE Eos Energy Enterprises Inc | -65.45% | 135.80% | 345.87% | -33.13% |
AAPY Kurv Yield Premium Strategy Apple (AAPL) ETF | 21.72% | 5.04% | 20.54% | 9.18% |
Correlation
The correlation between EOSE and AAPY is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Oct 27, 2023 | 0.16 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EOSE vs. AAPY — Risk / Return Rank
EOSE
AAPY
EOSE vs. AAPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eos Energy Enterprises Inc (EOSE) and Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY). 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.
| EOSE | AAPY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.14 | ||
| Sortino ratioReturn per unit of downside risk | -2.05 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.36 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.28 | 3.27 | -3.55 |
| Martin ratioReturn relative to average drawdown | -0.49 | 8.25 | -8.74 |
Loading charts...
Drawdowns
EOSE vs. AAPY - Drawdown Comparison
The maximum EOSE drawdown since its inception was -97.88%, which is greater than AAPY's maximum drawdown of -29.22%. Use the drawdown chart below to compare losses from any high point for EOSE and AAPY.
Loading charts...
Drawdown Indicators
| EOSE | AAPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.88% | -29.22% | -68.66% |
Max Drawdown (1Y)Largest decline over 1 year | -79.36% | -14.47% | -64.89% |
Max Drawdown (3Y)Largest decline over 3 years | -83.25% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -96.41% | — | — |
Current DrawdownCurrent decline from peak | -86.99% | 0.00% | -86.99% |
Average DrawdownAverage peak-to-trough decline | -72.50% | -6.29% | -66.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 44.83% | 5.73% | +39.10% |
Volatility
EOSE vs. AAPY - Volatility Comparison
Eos Energy Enterprises Inc (EOSE) has a higher volatility of 24.42% compared to Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY) at 11.44%. This indicates that EOSE's price experiences larger fluctuations and is considered to be riskier than AAPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EOSE | AAPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.42% | 11.44% | +12.98% |
Volatility (6M)Calculated over the trailing 6-month period | 90.85% | 21.50% | +69.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 113.69% | 24.28% | +89.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 117.52% | 23.36% | +94.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 112.62% | 23.36% | +89.26% |
Dividends
EOSE vs. AAPY - Dividend Comparison
EOSE has not paid dividends to shareholders, while AAPY's dividend yield for the trailing twelve months is around 9.87%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
AAPY Kurv Yield Premium Strategy Apple (AAPL) ETF | 9.87% | 12.66% | 17.15% | 2.16% |
EOSE Eos Energy Enterprises Inc | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EOSE and AAPY have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EOSE has higher volatility (24.42%) compared to AAPY (11.44%). In terms of maximum drawdown, EOSE dropped -97.88% vs AAPY's -29.22%.
AAPY currently has the higher Sharpe Ratio (1.95 vs -0.19), 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.
Find the right allocation for EOSE and AAPY
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer