AAPY vs IBTR
Comparison between Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY, ETF) and iShares iBonds Dec 2036 Term Treasury ETF (IBTR, ETF).
AAPY vs IBTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AAPY
$6.20M
IBTR
$6.20M
Expense Ratio
AAPY
0.99%
Winner
IBTR
0.07%
Max Drawdown
AAPY
35.24%
Winner
IBTR
3.25%
Sharpe Ratio
Winner
AAPY
1.35
IBTR
-0.19
5Y Beta
AAPY
0.97
Winner
IBTR
0.21
AAPY vs IBTR - Historical Returns
Returns include dividend reinvestment.
1M
AAPY
-1.65%
Winner
IBTR
+0.31%
3M
Winner
AAPY
+15.29%
IBTR
+0.54%
6M
AAPY
+4.54%
IBTR
N/A
1Y
AAPY
+36.04%
IBTR
N/A
Max(CAGR)
Winner
AAPY
+16.00%
IBTR
+2.57%
AAPY vs IBTR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | AAPY | IBTR |
|---|---|---|
| 2026 | +7.19% | +0.54% |
| 2025 | +7.27% | N/A |
| 2024 | +24.80% | N/A |
| 2023 | +9.23% | N/A |
AAPY vs IBTR Drawdown Comparison
The maximum drawdown for AAPY was -29.24%, occurring on Apr 8, 2025. Recovery took 211 trading sessions.
The maximum drawdown for IBTR was -2.88%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current AAPY drawdown is -8.37%. The current IBTR drawdown is -1.14%.
| Rank | AAPY | IBTR |
|---|---|---|
| #1 | -29.24% Dec 26, 2024 - Oct 30, 2025 | -2.88% Apr 17, 2026 - May 19, 2026 |
| #2 | -14.46% Dec 2, 2025 - May 5, 2026 | -0.45% Apr 14, 2026 - Apr 17, 2026 |
| #3 | -12.79% Jan 23, 2024 - Jun 11, 2024 | -0.20% Apr 2, 2026 - Apr 8, 2026 |
| #4 | -8.37% Jun 2, 2026 - Jun 12, 2026 | -0.18% Apr 8, 2026 - Apr 14, 2026 |
| #5 | -8.26% Jul 16, 2024 - Aug 20, 2024 | -0.13% Mar 31, 2026 - Apr 2, 2026 |
| #6 | -6.43% Dec 15, 2023 - Jan 23, 2024 | -0.07% Mar 26, 2026 - Mar 30, 2026 |
| #7 | -5.00% Oct 21, 2024 - Dec 2, 2024 | N/A |
| #8 | -4.87% Aug 29, 2024 - Sep 19, 2024 | N/A |
| #9 | -4.31% Sep 30, 2024 - Oct 15, 2024 | N/A |
| #10 | -2.15% Nov 11, 2025 - Nov 24, 2025 | N/A |
| #11 | -2.14% May 29, 2026 - Jun 2, 2026 | N/A |
| #12 | -1.15% Sep 20, 2024 - Sep 30, 2024 | N/A |
| #13 | -1.13% Dec 17, 2024 - Dec 20, 2024 | N/A |
| #14 | -1.12% Jul 10, 2024 - Jul 15, 2024 | N/A |
| #15 | -0.98% May 15, 2026 - May 20, 2026 | N/A |
Correlation
Correlation between AAPY and IBTR is -0.76 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.76
-101
Dividend Comparison (2023 - 2026)
AAPY vs IBTR dividend yield comparison.
| Year | AAPY | IBTR |
|---|---|---|
| 2026 | 5.17% | 0.67% |
| 2025 | 12.66% | 0.00% |
| 2024 | 17.15% | 0.00% |
| 2023 | 2.16% | 0.00% |
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