JCI vs. AAPY
JCI (Johnson Controls International plc) is a stock, while AAPY (Kurv Yield Premium Strategy Apple (AAPL) ETF) is Derivative Income fund actively managed by Kurv. Over the past year, JCI returned 36.40% vs 45.09% for AAPY. At a 0.23 correlation, their price movements are largely independent.
Performance
JCI vs. AAPY - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with JCI having a 19.91% return and AAPY slightly lower at 19.54%.
JCI
- 1D
- -1.71%
- 1M
- -2.26%
- 6M
- 28.06%
- YTD
- 19.91%
- 1Y
- 36.40%
- 3Y*
- 29.98%
- 5Y*
- 17.74%
- 10Y*
- 14.83%
AAPY
- 1D
- 4.40%
- 1M
- 10.07%
- 6M
- 24.99%
- YTD
- 19.54%
- 1Y
- 45.09%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JCI vs. AAPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
JCI Johnson Controls International plc | 19.91% | 54.03% | 39.80% | 18.71% |
AAPY Kurv Yield Premium Strategy Apple (AAPL) ETF | 19.54% | 5.04% | 20.54% | 9.18% |
Correlation
The correlation between JCI and AAPY is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Oct 27, 2023 | 0.23 |
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Return for Risk
JCI vs. AAPY — Risk / Return Rank
JCI
AAPY
JCI vs. AAPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson Controls International plc (JCI) 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.
| JCI | AAPY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.75 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.35 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.88 | 3.13 | -0.25 |
| Martin ratioReturn relative to average drawdown | 7.72 | 7.89 | -0.17 |
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Drawdowns
JCI vs. AAPY - Drawdown Comparison
The maximum JCI drawdown since its inception was -86.83%, which is greater than AAPY's maximum drawdown of -29.22%. Use the drawdown chart below to compare losses from any high point for JCI and AAPY.
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Drawdown Indicators
| JCI | AAPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.83% | -29.22% | -57.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.71% | -14.47% | +1.76% |
Max Drawdown (3Y)Largest decline over 3 years | -30.85% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -42.32% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -47.14% | — | — |
Current DrawdownCurrent decline from peak | -3.68% | 0.00% | -3.68% |
Average DrawdownAverage peak-to-trough decline | -21.67% | -6.30% | -15.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.72% | 5.73% | -1.01% |
Volatility
JCI vs. AAPY - Volatility Comparison
The current volatility for Johnson Controls International plc (JCI) is 10.19%, while Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY) has a volatility of 11.43%. This indicates that JCI experiences smaller price fluctuations and is considered to be less risky than AAPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JCI | AAPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.19% | 11.43% | -1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 23.06% | 21.43% | +1.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.48% | 24.22% | +5.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.70% | 23.36% | +5.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.12% | 23.36% | +4.76% |
Dividends
JCI vs. AAPY - Dividend Comparison
JCI's dividend yield for the trailing twelve months is around 1.12%, less than AAPY's 10.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPY Kurv Yield Premium Strategy Apple (AAPL) ETF | 10.94% | 12.66% | 17.15% | 2.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JCI Johnson Controls International plc | 1.12% | 1.29% | 1.88% | 2.55% | 2.19% | 1.41% | 2.23% | 2.55% | 3.51% | 2.65% | 4.23% | 5.85% |
Frequently Asked Questions
JCI and AAPY have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAPY has higher volatility (11.43%) compared to JCI (10.19%). In terms of maximum drawdown, JCI dropped -86.83% vs AAPY's -29.22%.
AAPY currently has the higher Sharpe Ratio (1.87 vs 1.24), 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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