AAPY vs VOO
AAPY vs VOO
Kurv Yield Premium Strategy Apple ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. AAPY delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | AAPY | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.03% | |
| AUM | $6M | $979.0B | |
| Dividend Yield | 12.38% | 1.09% | |
| Holdings | 10 | 509 | |
| YTD Return | +9.81% | +13.80% | |
| 1Y Return | +26.68% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 18.9% | 14.1% | |
| Max Drawdown | -29.2% | -34.3% | |
| Fund Family | Kurv | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Oct 27, 2023 | Sep 7, 2010 |
AAPY vs VOO Performance
Kurv Yield Premium Strategy Apple ETF (AAPY) is a ETF from Kurv and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AAPY returned +26.68% while VOO returned +23.71%. Year to date, AAPY is up 9.81% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
AAPY has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -29.2% for AAPY and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AAPY charges 0.99% per year while VOO charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, AAPY currently yields 12.38% against 1.09% for VOO.
Holdings Overlap
AAPY and VOO share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AAPY or VOO?
AAPY has an expense ratio of 0.99% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, AAPY or VOO?
Over the past year AAPY returned +26.68% vs +23.71% for VOO, so AAPY leads on 1-year performance. Over the longest common window we track (3 years), AAPY annualized +14.62% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, AAPY or VOO?
AAPY has been the more volatile fund at 18.9% annualized versus 14.1% for VOO. Worst drawdown: AAPY -29.2% vs VOO -34.3%.
Should I hold both AAPY and VOO?
AAPY and VOO have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AAPY and VOO?
AAPY and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, AAPY or VOO?
AAPY yields 12.38% while VOO yields 1.09%, so AAPY currently pays the higher dividend yield.
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