AAPY vs LTAX
Comparison between Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY, ETF) and Nomura TaxFree USA ETF (LTAX, ETF).
AAPY vs LTAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AAPY
$6.20M
Winner
LTAX
$6.30M
Expense Ratio
AAPY
0.99%
Winner
LTAX
0.39%
Max Drawdown
AAPY
35.24%
Winner
LTAX
3.49%
Sharpe Ratio
Winner
AAPY
1.33
LTAX
-0.57
5Y Beta
AAPY
0.95
Winner
LTAX
0.16
AAPY vs LTAX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AAPY
+8.11%
LTAX
-1.85%
3M
Winner
AAPY
+18.05%
LTAX
-0.93%
6M
Winner
AAPY
+29.14%
LTAX
+0.51%
1Y
AAPY
+39.66%
LTAX
N/A
Max(CAGR)
Winner
AAPY
+19.28%
LTAX
+0.44%
AAPY vs LTAX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | AAPY | LTAX |
|---|---|---|
| 2026 | +17.64% | +0.23% |
| 2025 | +7.27% | N/A |
| 2024 | +24.80% | N/A |
| 2023 | +9.23% | N/A |
AAPY vs LTAX Drawdown Comparison
The maximum drawdown for AAPY was -29.24%, occurring on Apr 8, 2025. Recovery took 211 trading sessions.
The maximum drawdown for LTAX was -3.18%, occurring on Mar 24, 2026. Recovery took 64 trading sessions.
The current AAPY drawdown is -3.98%. The current LTAX drawdown is -2.85%.
| Rank | AAPY | LTAX |
|---|---|---|
| #1 | -29.24% Dec 26, 2024 - Oct 30, 2025 | -3.18% Feb 26, 2026 - May 29, 2026 |
| #2 | -14.46% Dec 2, 2025 - May 5, 2026 | -2.85% Jul 6, 2026 - Jul 23, 2026 |
| #3 | -14.07% Jun 2, 2026 - Jul 15, 2026 | -0.78% Jan 14, 2026 - Feb 5, 2026 |
| #4 | -12.79% Jan 23, 2024 - Jun 11, 2024 | -0.51% Jun 4, 2026 - Jun 15, 2026 |
| #5 | -8.26% Jul 16, 2024 - Aug 20, 2024 | -0.31% Jun 16, 2026 - Jun 18, 2026 |
| #6 | -6.43% Dec 15, 2023 - Jan 23, 2024 | -0.27% Feb 10, 2026 - Feb 12, 2026 |
| #7 | -5.00% Oct 21, 2024 - Dec 2, 2024 | -0.27% Feb 5, 2026 - Feb 9, 2026 |
| #8 | -4.87% Aug 29, 2024 - Sep 19, 2024 | -0.21% Jun 2, 2026 - Jun 4, 2026 |
| #9 | -4.31% Sep 30, 2024 - Oct 15, 2024 | -0.19% Feb 24, 2026 - Feb 26, 2026 |
| #10 | -3.98% Jul 17, 2026 - Jul 23, 2026 | -0.16% Jun 29, 2026 - Jul 2, 2026 |
| #11 | -2.15% Nov 11, 2025 - Nov 24, 2025 | -0.08% Jun 18, 2026 - Jun 24, 2026 |
| #12 | -2.14% May 29, 2026 - Jun 2, 2026 | -0.01% Feb 13, 2026 - Feb 18, 2026 |
| #13 | -1.15% Sep 20, 2024 - Sep 30, 2024 | -0.00% Feb 19, 2026 - Feb 24, 2026 |
| #14 | -1.13% Dec 17, 2024 - Dec 20, 2024 | N/A |
| #15 | -1.12% Jul 10, 2024 - Jul 15, 2024 | N/A |
Correlation
Correlation between AAPY and LTAX is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.34
-101
Dividend Comparison (2023 - 2026)
AAPY vs LTAX dividend yield comparison.
| Year | AAPY | LTAX |
|---|---|---|
| 2026 | 6.65% | 1.70% |
| 2025 | 12.66% | 0.00% |
| 2024 | 17.15% | 0.00% |
| 2023 | 2.16% | 0.00% |
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