AAPY vs IWDL
Comparison between Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY, ETF) and UBS AG London Branch (IWDL, ETF).
AAPY vs IWDL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AAPY
$6.20M
IWDL
$6.20M
Expense Ratio
AAPY
0.99%
IWDL
N/A
Max Drawdown
Winner
AAPY
35.24%
IWDL
37.95%
Sharpe Ratio
AAPY
1.33
Winner
IWDL
1.69
5Y Beta
Winner
AAPY
0.95
IWDL
1.51
AAPY vs IWDL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AAPY
+8.11%
IWDL
+3.39%
3M
Winner
AAPY
+18.05%
IWDL
+15.29%
6M
Winner
AAPY
+29.14%
IWDL
+24.07%
1Y
AAPY
+39.66%
Winner
IWDL
+47.62%
5Y(CAGR)
AAPY
N/A
IWDL
+15.08%
Max(CAGR)
Winner
AAPY
+19.28%
IWDL
+18.41%
AAPY vs IWDL - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | AAPY | IWDL |
|---|---|---|
| 2026 | +17.64% | +37.15% |
| 2025 | +7.27% | +25.53% |
| 2024 | +24.80% | +20.00% |
| 2023 | +9.23% | +13.54% |
| 2022 | N/A | -21.61% |
| 2021 | N/A | +40.35% |
AAPY vs IWDL Drawdown Comparison
The maximum drawdown for AAPY was -29.24%, occurring on Apr 8, 2025. Recovery took 211 trading sessions.
The maximum drawdown for IWDL was -37.95%, occurring on Sep 30, 2022. Recovery took 554 trading sessions.
The current AAPY drawdown is -3.98%. The current IWDL drawdown is -2.42%.
| Rank | AAPY | IWDL |
|---|---|---|
| #1 | -29.24% Dec 26, 2024 - Oct 30, 2025 | -37.95% Jan 12, 2022 - Mar 28, 2024 |
| #2 | -14.46% Dec 2, 2025 - May 5, 2026 | -31.78% Nov 29, 2024 - Sep 11, 2025 |
| #3 | -14.07% Jun 2, 2026 - Jul 15, 2026 | -13.53% Mar 2, 2026 - Apr 17, 2026 |
| #4 | -12.79% Jan 23, 2024 - Jun 11, 2024 | -11.09% Nov 8, 2021 - Dec 27, 2021 |
| #5 | -8.26% Jul 16, 2024 - Aug 20, 2024 | -10.69% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -6.43% Dec 15, 2023 - Jan 23, 2024 | -9.93% Jul 31, 2024 - Aug 21, 2024 |
| #7 | -5.00% Oct 21, 2024 - Dec 2, 2024 | -9.18% Jun 4, 2021 - Aug 11, 2021 |
| #8 | -4.87% Aug 29, 2024 - Sep 19, 2024 | -8.54% Sep 2, 2021 - Oct 19, 2021 |
| #9 | -4.31% Sep 30, 2024 - Oct 15, 2024 | -7.72% Nov 12, 2025 - Nov 26, 2025 |
| #10 | -3.98% Jul 17, 2026 - Jul 23, 2026 | -6.59% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -2.15% Nov 11, 2025 - Nov 24, 2025 | -6.46% May 7, 2021 - Jun 4, 2021 |
| #12 | -2.14% May 29, 2026 - Jun 2, 2026 | -5.90% Aug 30, 2024 - Sep 19, 2024 |
| #13 | -1.15% Sep 20, 2024 - Sep 30, 2024 | -5.68% Oct 6, 2025 - Oct 24, 2025 |
| #14 | -1.13% Dec 17, 2024 - Dec 20, 2024 | -5.47% Feb 24, 2021 - Mar 8, 2021 |
| #15 | -1.12% Jul 10, 2024 - Jul 15, 2024 | -5.14% Dec 24, 2025 - Jan 5, 2026 |
Correlation
Correlation between AAPY and IWDL is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
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