APLY vs CPSL

Comparison between YIELDMAX(R) AAPL OPTION INCOME STRATEGY ETF (APLY, ETF) and Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL, ETF).

APLY vs CPSL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	APLY(ETF)	CPSL(ETF)
Net Assets	$109M	$109M
Expense Ratio	1.04%	0.79%
Max Drawdown	49.96%	3.72%
Sharpe Ratio	1.58	1.42
5Y Beta	0.95	0.17

Net Assets

APLY

$109M

CPSL

$109M

Expense Ratio

APLY

1.04%

Winner

CPSL

0.79%

Max Drawdown

APLY

49.96%

Winner

CPSL

3.72%

Sharpe Ratio

Winner

APLY

1.58

CPSL

1.42

5Y Beta

APLY

0.95

Winner

CPSL

0.17

APLY vs CPSL - Holdings Comparison

APLY and CPSL have 0 common holdings. Overlap is 0.00%

APLY's top 25 holdings weight is 2.47%. CPSL's top 25 holdings weight is 99.91%.

Rank	APLY	CPSL
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.53%	CALAMOS S&P 500 STR ALT PRT ETF-APR (CPSP) - 8.44%
#2	APPLE INC (AAPL) - -0.06%	CALAMOS S&P 500 STR ALT PRT ETF-MAY (CPSM) - 8.38%
#3	N/A	CALAMOS S&P 500 STR ALT PRT ETF-JUN (CPSU) - 8.36%
#4	N/A	CALAMOS S&P 500 STR ALT PRT ETF-MAR (CPSR) - 8.35%
#5	N/A	CALAMOS S&P 500 STR ALT PRT ETF-FEB (CPSF) - 8.33%
#6	N/A	CALAMOS S&P 500 STR ALT PRT ETF-JUL (CPSJ) - 8.31%
#7	N/A	CALAMOS S&P 500 STR ALT PRT ETF-JAN (CPSY) - 8.30%
#8	N/A	CALAMOS S&P 500 STR ALT PRT ETF-AUG (CPSA) - 8.30%
#9	N/A	CALAMOS S&P 500 STR ALT PRT ETF-OCT (CPSO) - 8.30%
#10	N/A	CALAMOS S&P 500 STR ALT PRT ETF-SEP (CPST) - 8.29%
#11	N/A	CALAMOS S&P 500 STR ALT PRT ETF-DEC (CPSD) - 8.28%
#12	N/A	CALAMOS S&P 500 STR ALT PRT ETF-NOV (CPSN) - 8.27%
#13	N/A	N/A
#14	N/A	N/A
#15	N/A	N/A
#16	N/A	N/A
#17	N/A	N/A
#18	N/A	N/A
#19	N/A	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	2	12

APLY vs CPSL - Historical Returns

Returns include dividend reinvestment.

Period	APLY	CPSL
1 month	+6.03%	+0.45%
3 months	+13.84%	+1.92%
6 months	+6.67%	+2.63%
1 year	+37.55%	+7.33%
Max(CAGR)	+13.99%	+6.52%

Winner

APLY

+6.03%

CPSL

+0.45%

Winner

APLY

+13.84%

CPSL

+1.92%

Winner

APLY

+6.67%

CPSL

+2.63%

Winner

APLY

+37.55%

CPSL

+7.33%

Max(CAGR)

Winner

APLY

+13.99%

CPSL

+6.52%

APLY vs CPSL - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	APLY	CPSL
2026	+8.66%	+2.27%
2025	+7.24%	+6.49%
2024	+23.34%	+2.32%
2023	+11.56%	N/A

APLY vs CPSL Drawdown Comparison

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

The maximum drawdown for CPSL was -3.72%, occurring on Apr 4, 2025. Recovery took 59 trading sessions.

The current APLY drawdown is -1.76%. The current CPSL drawdown is -0.27%.

Rank	APLY	CPSL
#1	-30.32% Dec 26, 2024 - Oct 27, 2025	-3.72% Feb 20, 2025 - May 15, 2025
#2	-15.78% Jul 31, 2023 - Jun 17, 2024	-1.18% Feb 25, 2026 - Apr 8, 2026
#3	-11.70% Dec 2, 2025 - May 7, 2026	-0.63% Nov 12, 2025 - Nov 25, 2025
#4	-9.44% Jul 16, 2024 - Sep 30, 2024	-0.58% May 19, 2025 - Jun 3, 2025
#5	-4.67% Oct 22, 2024 - Nov 25, 2024	-0.55% Dec 13, 2024 - Dec 26, 2024
#6	-4.12% Sep 30, 2024 - Oct 15, 2024	-0.51% Oct 28, 2024 - Nov 6, 2024
#7	-3.18% Jun 17, 2024 - Jun 27, 2024	-0.51% Jan 6, 2025 - Jan 17, 2025
#8	-2.50% Jun 30, 2023 - Jul 17, 2023	-0.46% Jun 3, 2025 - Jun 12, 2025
#9	-2.42% Nov 11, 2025 - Nov 24, 2025	-0.39% Dec 26, 2024 - Jan 6, 2025
#10	-2.02% May 1, 2023 - May 5, 2023	-0.35% Sep 23, 2024 - Oct 14, 2024
#11	-1.99% May 28, 2026 - Jun 2, 2026	-0.35% Jul 29, 2025 - Aug 7, 2025
#12	-1.76% Jun 2, 2026 - Jun 5, 2026	-0.33% Oct 1, 2025 - Oct 21, 2025
#13	-1.72% Jun 2, 2023 - Jun 12, 2023	-0.31% Jun 12, 2025 - Jun 16, 2025
#14	-1.67% May 19, 2023 - May 26, 2023	-0.30% Oct 27, 2025 - Nov 12, 2025
#15	-1.55% Dec 17, 2024 - Dec 20, 2024	-0.29% Jan 23, 2025 - Jan 30, 2025