XYZ vs. APLY
XYZ (Block, Inc) is a stock, while APLY (YieldMax AAPL Option Income Strategy ETF) is Options Trading fund actively managed by YieldMax. Over the past 3 years, XYZ returned 6.38%/yr vs 8.86%/yr for APLY. At a 0.27 correlation, their price movements are largely independent.
Performance
XYZ vs. APLY - Performance Comparison
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Returns By Period
In the year-to-date period, XYZ achieves a 16.27% return, which is significantly higher than APLY's 4.03% return.
XYZ
- 1D
- 4.57%
- 1M
- 11.16%
- YTD
- 16.27%
- 6M
- 14.58%
- 1Y
- 15.82%
- 3Y*
- 6.38%
- 5Y*
- -20.61%
- 10Y*
- 24.05%
APLY
- 1D
- -0.03%
- 1M
- -4.46%
- YTD
- 4.03%
- 6M
- 3.50%
- 1Y
- 31.89%
- 3Y*
- 8.86%
- 5Y*
- —
- 10Y*
- —
XYZ vs. APLY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XYZ Block, Inc | 16.27% | -23.41% | 9.88% | 20.50% |
APLY YieldMax AAPL Option Income Strategy ETF | 4.03% | 4.69% | 18.62% | 11.43% |
Correlation
The correlation between XYZ and APLY is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Apr 18, 2023 | 0.27 |
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Return for Risk
XYZ vs. APLY — Risk / Return Rank
XYZ
APLY
XYZ vs. APLY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Block, Inc (XYZ) 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.
| XYZ | APLY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.45 | ||
| Sortino ratioReturn per unit of downside risk | -1.68 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.34 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.40 | 2.72 | -2.32 |
| Martin ratioReturn relative to average drawdown | 0.92 | 6.76 | -5.84 |
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Drawdowns
XYZ vs. APLY - Drawdown Comparison
The maximum XYZ drawdown since its inception was -86.08%, which is greater than APLY's maximum drawdown of -30.41%. Use the drawdown chart below to compare losses from any high point for XYZ and APLY.
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Drawdown Indicators
| XYZ | APLY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.08% | -30.41% | -55.67% |
Max Drawdown (1Y)Largest decline over 1 year | -39.48% | -11.76% | -27.72% |
Max Drawdown (3Y)Largest decline over 3 years | -52.96% | -30.41% | -22.55% |
Max Drawdown (5Y)Largest decline over 5 years | -86.08% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -86.08% | — | — |
Current DrawdownCurrent decline from peak | -73.15% | -5.80% | -67.35% |
Average DrawdownAverage peak-to-trough decline | -41.14% | -6.88% | -34.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.21% | 4.73% | +12.48% |
Volatility
XYZ vs. APLY - Volatility Comparison
Block, Inc (XYZ) has a higher volatility of 14.67% compared to YieldMax AAPL Option Income Strategy ETF (APLY) at 5.52%. This indicates that XYZ's price experiences larger fluctuations and is considered to be riskier 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
| XYZ | APLY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.67% | 5.52% | +9.15% |
Volatility (6M)Calculated over the trailing 6-month period | 36.52% | 13.49% | +23.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.34% | 17.96% | +29.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 60.08% | 20.92% | +39.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 56.73% | 20.92% | +35.81% |
Dividends
XYZ vs. APLY - Dividend Comparison
XYZ has not paid dividends to shareholders, while APLY's dividend yield for the trailing twelve months is around 36.55%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
APLY YieldMax AAPL Option Income Strategy ETF | 36.55% | 36.38% | 24.95% | 14.36% |
XYZ Block, Inc | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XYZ and APLY have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XYZ has higher volatility (14.67%) compared to APLY (5.52%). In terms of maximum drawdown, XYZ dropped -86.08% vs APLY's -30.41%.
APLY currently has the higher Sharpe Ratio (1.78 vs 0.34), 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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