APLY vs VOO
YieldMax AAPL Option Income Strategy ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | APLY | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.06% | 0.03% | |
| AUM | $130M | $979.0B | |
| Dividend Yield | 37.96% | 1.09% | |
| Holdings | 13 | 509 | |
| YTD Return | +3.98% | +13.44% | |
| 1Y Return | +18.26% | +22.62% | |
| 3Y Return (annualized) | +9.87% | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 16.6% | 14.1% | |
| Max Drawdown | -31.1% | -34.3% | |
| Fund Family | YieldMax ETF | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Apr 17, 2023 | Sep 7, 2010 |
APLY vs VOO Performance
YieldMax AAPL Option Income Strategy ETF (APLY) is a ETF from YieldMax ETF and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year APLY returned +18.26% while VOO returned +22.62%. Year to date, APLY is up 3.98% versus a gain of 13.44% for VOO.
Over three years, APLY compounded at +9.87% per year against +21.47% for VOO. Across the full 3-year window we track, VOO has the edge at +13.55% annualized vs +11.23%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
APLY has been the more volatile fund, with annualized monthly volatility of 16.6% 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 -31.1% for APLY 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 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
APLY charges 1.06% per year while VOO charges 0.03%. On a $10,000 position that is $106 vs $3 annually, a gap of $103 per year that compounds over a long holding period. On income, APLY currently yields 37.96% against 1.09% for VOO.
Holdings Overlap
APLY and VOO share 0 holdings out of 507 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, APLY or VOO?
APLY has an expense ratio of 1.06% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $103 per year of difference.
Which performed better, APLY or VOO?
Over the past year APLY returned +18.26% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), APLY annualized +11.23% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, APLY or VOO?
APLY has been the more volatile fund at 16.6% annualized versus 14.1% for VOO. Worst drawdown: APLY -31.1% vs VOO -34.3%.
Should I hold both APLY and VOO?
APLY and VOO have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between APLY and VOO?
APLY and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, APLY or VOO?
APLY yields 37.96% while VOO yields 1.09%, so APLY currently pays the higher dividend yield.
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