XOMO vs. APLY
Compare and contrast key facts about YieldMax XOM Option Income Strategy ETF (XOMO) and YieldMax AAPL Option Income Strategy ETF (APLY).
XOMO and APLY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XOMO is an actively managed fund by YieldMax. It was launched on Aug 30, 2023. APLY is an actively managed fund by YieldMax. It was launched on Apr 17, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XOMO or APLY.
Key characteristics
| XOMO | APLY | |
|---|---|---|
| YTD Return | 16.93% | 10.69% |
| 1Y Return | 15.30% | 15.04% |
| Sharpe Ratio | 1.10 | 0.95 |
| Sortino Ratio | 1.56 | 1.37 |
| Omega Ratio | 1.20 | 1.18 |
| Calmar Ratio | 1.17 | 1.13 |
| Martin Ratio | 4.96 | 3.20 |
| Ulcer Index | 3.19% | 5.01% |
| Daily Std Dev | 14.35% | 16.89% |
| Max Drawdown | -13.53% | -15.85% |
| Current Drawdown | -2.22% | -2.40% |
Correlation
The correlation between XOMO and APLY is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
XOMO vs. APLY - Performance Comparison
In the year-to-date period, XOMO achieves a 16.93% return, which is significantly higher than APLY's 10.69% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XOMO vs. APLY - Expense Ratio Comparison
XOMO has a 1.01% expense ratio, which is higher than APLY's 0.99% expense ratio.
Risk-Adjusted Performance
XOMO vs. APLY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax XOM Option Income Strategy ETF (XOMO) 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.
Dividends
XOMO vs. APLY - Dividend Comparison
XOMO's dividend yield for the trailing twelve months is around 20.04%, less than APLY's 23.97% yield.
| TTM | 2023 | |
|---|---|---|
XOMO YieldMax XOM Option Income Strategy ETF | 20.04% | 5.13% |
APLY YieldMax AAPL Option Income Strategy ETF | 23.97% | 14.36% |
Drawdowns
XOMO vs. APLY - Drawdown Comparison
The maximum XOMO drawdown since its inception was -13.53%, smaller than the maximum APLY drawdown of -15.85%. Use the drawdown chart below to compare losses from any high point for XOMO and APLY. For additional features, visit the drawdowns tool.
Volatility
XOMO vs. APLY - Volatility Comparison
YieldMax XOM Option Income Strategy ETF (XOMO) and YieldMax AAPL Option Income Strategy ETF (APLY) have volatilities of 4.12% and 4.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.