EVF vs. APLY
EVF (Eaton Vance Senior Income Trust) is a stock, while APLY (YieldMax AAPL Option Income Strategy ETF) is Options Trading fund actively managed by YieldMax. Over the past 3 years, EVF returned 8.00%/yr vs 8.86%/yr for APLY. At a 0.12 correlation, their price movements are largely independent.
Performance
EVF vs. APLY - Performance Comparison
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Returns By Period
In the year-to-date period, EVF achieves a -1.66% return, which is significantly lower than APLY's 4.03% return.
EVF
- 1D
- -0.20%
- 1M
- 0.42%
- YTD
- -1.66%
- 6M
- -2.40%
- 1Y
- -3.68%
- 3Y*
- 8.00%
- 5Y*
- 3.06%
- 10Y*
- 5.97%
APLY
- 1D
- -0.03%
- 1M
- -4.46%
- YTD
- 4.03%
- 6M
- 3.50%
- 1Y
- 31.89%
- 3Y*
- 8.86%
- 5Y*
- —
- 10Y*
- —
EVF vs. APLY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
EVF Eaton Vance Senior Income Trust | -1.66% | -6.15% | 7.31% | 28.79% |
APLY YieldMax AAPL Option Income Strategy ETF | 4.03% | 4.69% | 18.62% | 11.43% |
Correlation
The correlation between EVF and APLY is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Apr 18, 2023 | 0.12 |
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Return for Risk
EVF vs. APLY — Risk / Return Rank
EVF
APLY
EVF vs. APLY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Senior Income Trust (EVF) and YieldMax AAPL Option Income Strategy ETF (APLY). 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.
| EVF | APLY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.28 | ||
| Sortino ratioReturn per unit of downside risk | -3.15 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.34 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.39 | 2.72 | -3.12 |
| Martin ratioReturn relative to average drawdown | -0.88 | 6.76 | -7.64 |
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Drawdowns
EVF vs. APLY - Drawdown Comparison
The maximum EVF drawdown since its inception was -62.41%, which is greater than APLY's maximum drawdown of -30.41%. Use the drawdown chart below to compare losses from any high point for EVF and APLY.
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Drawdown Indicators
| EVF | APLY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.41% | -30.41% | -32.00% |
Max Drawdown (1Y)Largest decline over 1 year | -9.41% | -11.76% | +2.35% |
Max Drawdown (3Y)Largest decline over 3 years | -16.86% | -30.41% | +13.55% |
Max Drawdown (5Y)Largest decline over 5 years | -23.76% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.01% | — | — |
Current DrawdownCurrent decline from peak | -10.51% | -5.80% | -4.71% |
Average DrawdownAverage peak-to-trough decline | -8.34% | -6.88% | -1.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.17% | 4.73% | -0.56% |
Volatility
EVF vs. APLY - Volatility Comparison
The current volatility for Eaton Vance Senior Income Trust (EVF) is 1.07%, while YieldMax AAPL Option Income Strategy ETF (APLY) has a volatility of 5.52%. This indicates that EVF experiences smaller price fluctuations and is considered to be less risky than APLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVF | APLY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 5.52% | -4.45% |
Volatility (6M)Calculated over the trailing 6-month period | 6.32% | 13.49% | -7.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.40% | 17.96% | -10.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.44% | 20.92% | -8.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.18% | 20.92% | -6.74% |
Dividends
EVF vs. APLY - Dividend Comparison
EVF's dividend yield for the trailing twelve months is around 9.09%, less than APLY's 36.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APLY YieldMax AAPL Option Income Strategy ETF | 36.55% | 36.38% | 24.95% | 14.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EVF Eaton Vance Senior Income Trust | 9.09% | 9.58% | 10.13% | 10.51% | 9.45% | 5.37% | 6.16% | 6.58% | 6.27% | 5.57% | 6.06% | 7.73% |
Frequently Asked Questions
EVF and APLY have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
APLY has higher volatility (5.52%) compared to EVF (1.07%). In terms of maximum drawdown, EVF dropped -62.41% vs APLY's -30.41%.
APLY currently has the higher Sharpe Ratio (1.78 vs -0.50), 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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