ACSI vs APLY

Comparison between AMERICAN CUSTOMER SATISFACTION ETF (ACSI, ETF) and YIELDMAX(R) AAPL OPTION INCOME STRATEGY ETF (APLY, ETF).

ACSI vs APLY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ACSI(ETF)	APLY(ETF)
Net Assets	$109M	$109M
Expense Ratio	0.65%	1.04%
Max Drawdown	34.49%	49.96%
Sharpe Ratio	1.28	1.58
5Y Beta	0.77	0.95
P/E Ratio	22.23	N/A
Forward P/E	18.89	N/A
PEG Ratio	0.52	N/A
5Y Dividends CAGR	1.97%	N/A
5Y EPS CAGR	16.06%	N/A
Debt to Equity	-64.31%	N/A
P/S Ratio	1.54	N/A
P/B Ratio	3.86	N/A

Net Assets

ACSI

$109M

Winner

APLY

$109M

Expense Ratio

Winner

ACSI

0.65%

APLY

1.04%

Max Drawdown

Winner

ACSI

34.49%

APLY

49.96%

Sharpe Ratio

ACSI

1.28

Winner

APLY

1.58

5Y Beta

Winner

ACSI

0.77

APLY

0.95

P/E Ratio

ACSI

22.23

APLY

N/A

Forward P/E

ACSI

18.89

APLY

N/A

PEG Ratio

ACSI

0.52

APLY

N/A

5Y Dividends CAGR

ACSI

1.97%

APLY

N/A

5Y EPS CAGR

ACSI

16.06%

APLY

N/A

Debt to Equity

ACSI

-64.31%

APLY

N/A

P/S Ratio

ACSI

1.54

APLY

N/A

P/B Ratio

ACSI

3.86

APLY

N/A

ACSI vs APLY - Holdings Comparison

ACSI and APLY have 2 common holdings. Overlap is 0.14%

ACSI's top 25 holdings weight is 87.37%. APLY's top 25 holdings weight is 2.47%.

Rank	ACSI	APLY
#1	ALPHABET INC CLASS C (GOOG) - 7.48%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.53%
#2	DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 7.00%	APPLE INC (AAPL) - -0.06%
#3	AMAZON.COM INC (AMZN) - 4.96%	N/A
#4	APPLE INC (AAPL) - 4.74%	N/A
#5	MICROSOFT CORP (MSFT) - 4.44%	N/A
#6	META PLATFORMS INC CLASS A (META) - 4.25%	N/A
#7	HUMANA INC (HUM) - 3.79%	N/A
#8	THE TORONTO-DOMINION BANK (n/a) - 3.62%	N/A
#9	PRUDENTIAL FINANCIAL INC (PRU) - 3.24%	N/A
#10	BANK OF AMERICA CORP (BAC) - 3.22%	N/A
#11	JPMORGAN CHASE & CO (JPM) - 3.20%	N/A
#12	UNITEDHEALTH GROUP INC (UNH) - 3.07%	N/A
#13	CHARLES SCHWAB CORP (SCHW) - 2.97%	N/A
#14	VERIZON COMMUNICATIONS INC (VZ) - 2.85%	N/A
#15	COCA-COLA CO (KO) - 2.80%	N/A
#16	T-MOBILE US INC (TMUS) - 2.78%	N/A
#17	TEXAS ROADHOUSE INC (TXRH) - 2.67%	N/A
#18	COSTCO WHOLESALE CORP (COST) - 2.65%	N/A
#19	GENERAL MOTORS CO (GM) - 2.60%	N/A
#20	DELTA AIR LINES INC (DAL) - 2.58%	N/A
#21	NETFLIX INC (NFLX) - 2.56%	N/A
#22	WALMART INC (WMT) - 2.52%	N/A
#23	HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.52%	N/A
#24	NIKE INC CLASS B (NKE) - 2.44%	N/A
#25	FEDEX CORP (FDX) - 2.42%	N/A
Total Holdings	34	2

ACSI vs APLY - Historical Returns

Returns include dividend reinvestment.

Period	ACSI	APLY
1 month	+5.32%	+6.03%
3 months	+9.59%	+13.84%
6 months	+9.66%	+6.67%
1 year	+20.73%	+37.55%
5 years(CAGR)	+9.20%	N/A
10 years(CAGR)	+13.06%	N/A
Max(CAGR)	+13.06%	+13.99%

ACSI

+5.32%

Winner

APLY

+6.03%

ACSI

+9.59%

Winner

APLY

+13.84%

Winner

ACSI

+9.66%

APLY

+6.67%

ACSI

+20.73%

Winner

APLY

+37.55%

5Y(CAGR)

ACSI

+9.20%

APLY

N/A

10Y(CAGR)

ACSI

+13.06%

APLY

N/A

Max(CAGR)

ACSI

+13.06%

Winner

APLY

+13.99%

ACSI vs APLY - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	ACSI	APLY
2026	+10.13%	+8.66%
2025	+11.36%	+7.24%
2024	+22.91%	+23.34%
2023	+22.03%	+11.56%
2022	-21.71%	N/A
2021	+25.14%	N/A
2020	+22.69%	N/A
2019	+24.16%	N/A
2018	-5.23%	N/A
2017	+15.17%	N/A
2016	+9.03%	N/A

ACSI vs APLY Drawdown Comparison

The maximum drawdown for ACSI was -34.49%, occurring on Mar 23, 2020. Recovery took 121 trading sessions.

The maximum drawdown for APLY was -30.32%, occurring on Apr 8, 2025. Recovery took 208 trading sessions.

The current ACSI drawdown is -2.00%. The current APLY drawdown is -1.76%.

Rank	ACSI	APLY
#1	-34.49% Feb 20, 2020 - Aug 12, 2020	-30.32% Dec 26, 2024 - Oct 27, 2025
#2	-24.86% Jan 3, 2022 - May 7, 2024	-15.78% Jul 31, 2023 - Jun 17, 2024
#3	-18.88% Sep 21, 2018 - May 3, 2019	-11.70% Dec 2, 2025 - May 7, 2026
#4	-15.27% Jan 30, 2025 - Jul 3, 2025	-9.44% Jul 16, 2024 - Sep 30, 2024
#5	-9.12% Sep 2, 2020 - Oct 12, 2020	-4.67% Oct 22, 2024 - Nov 25, 2024
#6	-8.52% Jan 23, 2018 - Jun 21, 2018	-4.12% Sep 30, 2024 - Oct 15, 2024
#7	-7.76% Jan 12, 2026 - Apr 15, 2026	-3.18% Jun 17, 2024 - Jun 27, 2024
#8	-7.25% Jul 26, 2019 - Nov 25, 2019	-2.50% Jun 30, 2023 - Jul 17, 2023
#9	-7.13% Jul 16, 2024 - Aug 30, 2024	-2.42% Nov 11, 2025 - Nov 24, 2025
#10	-6.60% Nov 18, 2021 - Jan 3, 2022	-2.02% May 1, 2023 - May 5, 2023
#11	-6.14% May 3, 2019 - Jun 20, 2019	-1.99% May 28, 2026 - Jun 2, 2026
#12	-6.06% Oct 12, 2020 - Nov 5, 2020	-1.76% Jun 2, 2026 - Jun 5, 2026
#13	-5.35% Aug 24, 2021 - Oct 20, 2021	-1.72% Jun 2, 2023 - Jun 12, 2023
#14	-5.29% Oct 27, 2025 - Dec 5, 2025	-1.67% May 19, 2023 - May 26, 2023
#15	-4.60% Dec 11, 2024 - Jan 28, 2025	-1.55% Dec 17, 2024 - Dec 20, 2024

Correlation

Correlation between ACSI and APLY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2016 - 2026)

ACSI vs APLY dividend yield comparison.

Year	ACSI	APLY
2026	0.00%	14.30%
2025	0.91%	36.38%
2024	0.69%	24.95%
2023	1.01%	14.36%
2022	0.81%	0.00%
2021	0.31%	0.00%
2020	0.82%	0.00%
2019	1.64%	0.00%
2018	1.59%	0.00%
2017	1.20%	0.00%
2016	0.18%	0.00%