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AAPY vs HDLB

Comparison between Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY, ETF) and UBS AG London Branch ETRACS Monthly Pay 2X Leveraged US High Divid Low Volatility ETN Ser B 09302044 (HDLB, ETF).

AAPY vs HDLB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AAPY
$5.40M
Winner
HDLB
$5.50M
Expense Ratio
AAPY
0.99%
HDLB
N/A
Max Drawdown
Winner
AAPY
35.24%
HDLB
79.05%
Sharpe Ratio
Winner
AAPY
1.60
HDLB
0.64
5Y Beta
AAPY
0.98
Winner
HDLB
0.63
5Y Dividends CAGR
AAPY
N/A
HDLB
9.65%

AAPY vs HDLB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AAPY
+9.41%
HDLB
-5.20%
3M
Winner
AAPY
+20.23%
HDLB
-13.09%
6M
Winner
AAPY
+11.53%
HDLB
+8.23%
1Y
Winner
AAPY
+44.18%
HDLB
+19.65%
5Y(CAGR)
AAPY
N/A
HDLB
+11.23%
Max(CAGR)
Winner
AAPY
+19.01%
HDLB
+4.19%

AAPY vs HDLB - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearAAPYHDLB
2026+14.26%+8.72%
2025+7.27%+26.23%
2024+24.80%+23.36%
2023+9.23%-5.29%
2022N/A-11.13%
2021N/A+65.37%
2020N/A-49.82%
2019N/A+7.93%

AAPY vs HDLB Drawdown Comparison

The maximum drawdown for AAPY was -29.24%, occurring on Apr 8, 2025. Recovery took 211 trading sessions.

The maximum drawdown for HDLB was -78.65%, occurring on Mar 23, 2020. Recovery took 1259 trading sessions.

The current AAPY drawdown is -2.32%. The current HDLB drawdown is -14.49%.

RankAAPYHDLB
#1-29.24%
Dec 26, 2024 - Oct 30, 2025
-78.65%
Feb 20, 2020 - Feb 24, 2025
#2-14.46%
Dec 2, 2025 - May 5, 2026
-20.94%
Apr 3, 2025 - May 19, 2025
#3-12.79%
Jan 23, 2024 - Jun 11, 2024
-16.14%
Mar 2, 2026 - Jun 4, 2026
#4-8.26%
Jul 16, 2024 - Aug 20, 2024
-11.95%
Oct 1, 2025 - Jan 30, 2026
#5-6.43%
Dec 15, 2023 - Jan 23, 2024
-9.03%
May 19, 2025 - Jul 2, 2025
#6-5.00%
Oct 21, 2024 - Dec 2, 2024
-6.93%
Mar 10, 2025 - Mar 31, 2025
#7-4.87%
Aug 29, 2024 - Sep 19, 2024
-5.29%
Jan 17, 2020 - Feb 13, 2020
#8-4.31%
Sep 30, 2024 - Oct 15, 2024
-5.08%
Jul 24, 2025 - Aug 13, 2025
#9-2.32%
Jun 2, 2026 - Jun 5, 2026
-4.64%
Aug 22, 2025 - Oct 1, 2025
#10-2.15%
Nov 11, 2025 - Nov 24, 2025
-4.11%
Mar 3, 2025 - Mar 7, 2025
#11-2.14%
May 29, 2026 - Jun 2, 2026
-3.46%
Jul 10, 2025 - Jul 22, 2025
#12-1.15%
Sep 20, 2024 - Sep 30, 2024
-3.40%
Feb 4, 2026 - Feb 10, 2026
#13-1.13%
Dec 17, 2024 - Dec 20, 2024
-2.61%
Nov 4, 2019 - Dec 6, 2019
#14-1.12%
Jul 10, 2024 - Jul 15, 2024
-2.09%
Feb 25, 2025 - Mar 3, 2025
#15-0.98%
May 15, 2026 - May 20, 2026
-2.02%
Jul 3, 2025 - Jul 10, 2025

Correlation

Correlation between AAPY and HDLB is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (2019 - 2026)

AAPY vs HDLB dividend yield comparison.

YearAAPYHDLB
20264.85%4.91%
202512.66%12.20%
202417.15%10.09%
20232.16%12.36%
20220.00%10.86%
20210.00%8.07%
20200.00%16.23%
20190.00%0.97%

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