APLY vs SMDX
Comparison between YIELDMAX(R) AAPL OPTION INCOME STRATEGY ETF (APLY, ETF) and INTECH S&P SMALL-MID CAP DIVERSIFIED ALPHA ETF (SMDX, ETF).
APLY vs SMDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
APLY vs SMDX - Holdings Comparison
APLY and SMDX have 1 common holdings. Overlap is 0.31%
APLY's top 25 holdings weight is 2.47%. SMDX's top 25 holdings weight is 20.28%.
| Rank | APLY | SMDX |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.53% | JONES LANG LASALLE INC (JLL) - 1.22% |
| #2 | APPLE INC (AAPL) - -0.06% | EAST WEST BANCORP INC (EWBC) - 1.18% |
| #3 | N/A | LAMAR ADVERTISING CO CLASS A (LAMR) - 1.01% |
| #4 | N/A | XPO INC (XPO) - 0.96% |
| #5 | N/A | TENET HEALTHCARE CORP (THC) - 0.95% |
| #6 | N/A | US FOODS HOLDING CORP (USFD) - 0.92% |
| #7 | N/A | EVERPURE INC CLASS A (P) - 0.91% |
| #8 | N/A | AECOM (ACM) - 0.89% |
| #9 | N/A | UNITED THERAPEUTICS CORP (UTHR) - 0.86% |
| #10 | N/A | ORMAT TECHNOLOGIES INC (ORA) - 0.85% |
| #11 | N/A | EXELIXIS INC (EXEL) - 0.82% |
| #12 | N/A | BRADY CORP CLASS A (BRC) - 0.80% |
| #13 | N/A | UNIVERSAL DISPLAY CORP (OLED) - 0.77% |
| #14 | N/A | ACUITY INC (AYI) - 0.76% |
| #15 | N/A | MEDPACE HOLDINGS INC (MEDP) - 0.72% |
| #16 | N/A | NVENT ELECTRIC PLC (NVT) - 0.71% |
| #17 | N/A | COMMERCIAL METALS CO (CMC) - 0.71% |
| #18 | N/A | VALLEY NATIONAL BANCORP (VLY) - 0.70% |
| #19 | N/A | WOODWARD INC (WWD) - 0.68% |
| #20 | N/A | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.68% |
| #21 | N/A | GRANITE CONSTRUCTION INC (GVA) - 0.66% |
| #22 | N/A | ENCOMPASS HEALTH CORP (EHC) - 0.64% |
| #23 | N/A | EPR PROPERTIES (EPR) - 0.64% |
| #24 | N/A | SANMINA CORP (SANM) - 0.63% |
| #25 | N/A | RYDER SYSTEM INC (R) - 0.61% |
| Total Holdings | 2 | 559 |
APLY vs SMDX - Historical Returns
Returns include dividend reinvestment.
APLY vs SMDX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | APLY | SMDX |
|---|---|---|
| 2026 | +3.86% | +15.26% |
| 2025 | +7.24% | +14.21% |
| 2024 | +23.34% | N/A |
| 2023 | +11.56% | N/A |
APLY vs SMDX Drawdown Comparison
The maximum drawdown for APLY was -30.32%, occurring on Apr 8, 2025. Recovery took 208 trading sessions.
The maximum drawdown for SMDX was -14.52%, occurring on Apr 7, 2025. Recovery took 50 trading sessions.
The current APLY drawdown is -6.10%.
| Rank | APLY | SMDX |
|---|---|---|
| #1 | -30.32% Dec 26, 2024 - Oct 27, 2025 | -14.52% Feb 28, 2025 - May 12, 2025 |
| #2 | -15.78% Jul 31, 2023 - Jun 17, 2024 | -8.66% Feb 6, 2026 - Apr 14, 2026 |
| #3 | -11.70% Dec 2, 2025 - May 7, 2026 | -6.74% Oct 27, 2025 - Nov 28, 2025 |
| #4 | -9.44% Jul 16, 2024 - Sep 30, 2024 | -5.15% Sep 11, 2025 - Oct 24, 2025 |
| #5 | -6.47% Jun 2, 2026 - Jun 10, 2026 | -4.44% May 6, 2026 - Jun 4, 2026 |
| #6 | -4.67% Oct 22, 2024 - Nov 25, 2024 | -3.79% Jul 25, 2025 - Aug 12, 2025 |
| #7 | -4.12% Sep 30, 2024 - Oct 15, 2024 | -3.74% May 16, 2025 - Jun 23, 2025 |
| #8 | -3.18% Jun 17, 2024 - Jun 27, 2024 | -3.16% Jul 10, 2025 - Jul 25, 2025 |
| #9 | -2.50% Jun 30, 2023 - Jul 17, 2023 | -2.52% Dec 11, 2025 - Jan 6, 2026 |
| #10 | -2.42% Nov 11, 2025 - Nov 24, 2025 | -2.21% Apr 20, 2026 - May 6, 2026 |
| #11 | -2.02% May 1, 2023 - May 5, 2023 | -1.76% Aug 13, 2025 - Aug 22, 2025 |
| #12 | -1.99% May 28, 2026 - Jun 2, 2026 | -1.69% Jan 15, 2026 - Jan 21, 2026 |
| #13 | -1.72% Jun 2, 2023 - Jun 12, 2023 | -1.56% Jan 21, 2026 - Feb 4, 2026 |
| #14 | -1.67% May 19, 2023 - May 26, 2023 | -1.42% Jun 4, 2026 - Jun 11, 2026 |
| #15 | -1.55% Dec 17, 2024 - Dec 20, 2024 | -1.08% Aug 27, 2025 - Sep 4, 2025 |
Correlation
Correlation between APLY and SMDX is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2023 - 2026)
APLY vs SMDX dividend yield comparison.
| Year | APLY | SMDX |
|---|---|---|
| 2026 | 15.62% | 0.00% |
| 2025 | 36.38% | 0.61% |
| 2024 | 24.95% | 0.00% |
| 2023 | 14.36% | 0.00% |
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