RELX vs. AAPY
RELX (RELX 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, RELX returned -35.12% vs 47.12% for AAPY. At a 0.13 correlation, their price movements are largely independent.
Performance
RELX vs. AAPY - Performance Comparison
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Returns By Period
In the year-to-date period, RELX achieves a -14.19% return, which is significantly lower than AAPY's 21.72% return.
RELX
- 1D
- 1.52%
- 1M
- 3.72%
- 6M
- -17.12%
- YTD
- -14.19%
- 1Y
- -35.12%
- 3Y*
- 2.64%
- 5Y*
- 5.83%
- 10Y*
- 8.48%
AAPY
- 1D
- 1.83%
- 1M
- 10.74%
- 6M
- 28.19%
- YTD
- 21.72%
- 1Y
- 47.12%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RELX vs. AAPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
RELX RELX PLC | -14.19% | -9.60% | 16.59% | 15.42% |
AAPY Kurv Yield Premium Strategy Apple (AAPL) ETF | 21.72% | 5.04% | 20.54% | 9.18% |
Correlation
The correlation between RELX and AAPY is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since Oct 27, 2023 | 0.13 |
The correlation between RELX and AAPY shifts across timeframes, from -0.02 (1 year) to 0.13 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
RELX vs. AAPY — Risk / Return Rank
RELX
AAPY
RELX vs. AAPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RELX PLC (RELX) 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.
| RELX | AAPY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.07 | ||
| Sortino ratioReturn per unit of downside risk | -4.17 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.36 | -0.57 |
| Calmar ratioReturn relative to maximum drawdown | -0.73 | 3.27 | -4.00 |
| Martin ratioReturn relative to average drawdown | -1.24 | 8.25 | -9.48 |
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Drawdowns
RELX vs. AAPY - Drawdown Comparison
The maximum RELX drawdown since its inception was -49.91%, which is greater than AAPY's maximum drawdown of -29.22%. Use the drawdown chart below to compare losses from any high point for RELX and AAPY.
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Drawdown Indicators
| RELX | AAPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.91% | -29.22% | -20.69% |
Max Drawdown (1Y)Largest decline over 1 year | -48.09% | -14.47% | -33.62% |
Max Drawdown (3Y)Largest decline over 3 years | -49.91% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -49.91% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -49.91% | — | — |
Current DrawdownCurrent decline from peak | -37.35% | 0.00% | -37.35% |
Average DrawdownAverage peak-to-trough decline | -12.37% | -6.29% | -6.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.50% | 5.73% | +22.77% |
Volatility
RELX vs. AAPY - Volatility Comparison
The current volatility for RELX PLC (RELX) is 7.72%, while Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY) has a volatility of 11.44%. This indicates that RELX 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
| RELX | AAPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.72% | 11.44% | -3.72% |
Volatility (6M)Calculated over the trailing 6-month period | 28.01% | 21.50% | +6.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.40% | 24.28% | +7.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.05% | 23.36% | -0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.42% | 23.36% | -0.94% |
Dividends
RELX vs. AAPY - Dividend Comparison
RELX's dividend yield for the trailing twelve months is around 2.70%, less than AAPY's 9.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPY Kurv Yield Premium Strategy Apple (AAPL) ETF | 9.87% | 12.66% | 17.15% | 2.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RELX RELX PLC | 2.70% | 2.03% | 1.68% | 1.73% | 2.42% | 2.05% | 2.39% | 1.57% | 2.68% | 2.05% | 2.55% | 2.28% |
Frequently Asked Questions
RELX and AAPY have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAPY has higher volatility (11.44%) compared to RELX (7.72%). In terms of maximum drawdown, RELX dropped -49.91% vs AAPY's -29.22%.
AAPY currently has the higher Sharpe Ratio (1.95 vs -1.12), 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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