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YMAG vs. APLY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Performance

YMAG vs. APLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) and YieldMax AAPL Option Income Strategy ETF (APLY). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
16.90%
15.64%
YMAG
APLY

Returns By Period


YMAG

YTD

N/A

1M

6.82%

6M

15.98%

1Y

N/A

5Y (annualized)

N/A

10Y (annualized)

N/A

APLY

YTD

12.27%

1M

-0.79%

6M

13.33%

1Y

16.32%

5Y (annualized)

N/A

10Y (annualized)

N/A

Key characteristics


YMAGAPLY
Daily Std Dev19.25%16.92%
Max Drawdown-14.27%-15.85%
Current Drawdown-1.06%-1.01%

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YMAG vs. APLY - Expense Ratio Comparison

YMAG has a 1.28% expense ratio, which is higher than APLY's 0.99% expense ratio.


YMAG
YieldMax Magnificent 7 Fund of Option Income ETFs
Expense ratio chart for YMAG: current value at 1.28% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.28%
Expense ratio chart for APLY: current value at 0.99% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.99%

Correlation

-0.50.00.51.00.4

The correlation between YMAG and APLY is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Risk-Adjusted Performance

YMAG vs. APLY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) 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.


Sharpe ratio
No data
YMAG
APLY

Chart placeholderNot enough data

Dividends

YMAG vs. APLY - Dividend Comparison

YMAG's dividend yield for the trailing twelve months is around 29.90%, more than APLY's 23.64% yield.


TTM2023
YMAG
YieldMax Magnificent 7 Fund of Option Income ETFs
29.90%0.00%
APLY
YieldMax AAPL Option Income Strategy ETF
23.64%14.36%

Drawdowns

YMAG vs. APLY - Drawdown Comparison

The maximum YMAG drawdown since its inception was -14.27%, smaller than the maximum APLY drawdown of -15.85%. Use the drawdown chart below to compare losses from any high point for YMAG and APLY. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-1.06%
-1.01%
YMAG
APLY

Volatility

YMAG vs. APLY - Volatility Comparison

YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) has a higher volatility of 6.32% compared to YieldMax AAPL Option Income Strategy ETF (APLY) at 4.21%. This indicates that YMAG'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.


2.00%4.00%6.00%8.00%10.00%JuneJulyAugustSeptemberOctoberNovember
6.32%
4.21%
YMAG
APLY