APLY vs UPGD

Comparison between YIELDMAX(R) AAPL OPTION INCOME STRATEGY ETF (APLY, ETF) and INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF).

APLY vs UPGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	APLY(ETF)	UPGD(ETF)
Net Assets	$118M	$118M
Expense Ratio	1.04%	0.40%
Max Drawdown	51.36%	64.78%
Sharpe Ratio	1.41	0.87
5Y Beta	0.92	0.70
P/E Ratio	N/A	33.53
Forward P/E	N/A	18.76
PEG Ratio	N/A	0.07
5Y Dividends CAGR	N/A	55.56%
5Y EPS CAGR	N/A	10.83%
Debt to Equity	N/A	-74.82%
P/S Ratio	N/A	1.83
P/B Ratio	N/A	4.46

Net Assets

APLY

$118M

UPGD

$118M

Expense Ratio

APLY

1.04%

Winner

UPGD

0.40%

Max Drawdown

Winner

APLY

51.36%

UPGD

64.78%

Sharpe Ratio

Winner

APLY

1.41

UPGD

0.87

5Y Beta

APLY

0.92

Winner

UPGD

0.70

P/E Ratio

APLY

N/A

UPGD

33.53

Forward P/E

APLY

N/A

UPGD

18.76

PEG Ratio

APLY

N/A

UPGD

0.07

5Y Dividends CAGR

APLY

N/A

UPGD

55.56%

5Y EPS CAGR

APLY

N/A

UPGD

10.83%

Debt to Equity

APLY

N/A

UPGD

-74.82%

P/S Ratio

APLY

N/A

UPGD

1.83

P/B Ratio

APLY

N/A

UPGD

4.46

APLY vs UPGD - Holdings Comparison

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

APLY's top 25 holdings weight is 2.47%. UPGD's top 25 holdings weight is 54.14%.

Rank	APLY	UPGD
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.53%	RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.56%
#2	APPLE INC (AAPL) - -0.06%	NETAPP INC (NTAP) - 2.45%
#3	N/A	WILLIAMS-SONOMA INC (WSM) - 2.39%
#4	N/A	INTERNATIONAL PAPER CO (IP) - 2.37%
#5	N/A	EXPEDIA GROUP INC (EXPE) - 2.33%
#6	N/A	INCYTE CORP (INCY) - 2.28%
#7	N/A	METTLER-TOLEDO INTERNATIONAL INC (MTD) - 2.28%
#8	N/A	PPG INDUSTRIES INC (PPG) - 2.27%
#9	N/A	KIMBERLY-CLARK CORP (KMB) - 2.22%
#10	N/A	LENNOX INTERNATIONAL INC (LII) - 2.18%
#11	N/A	MCCORMICK & CO INC ORDINARY SHARES (NON VOTING) (MKC) - 2.16%
#12	N/A	DOLLAR GENERAL CORP (DG) - 2.13%
#13	N/A	VERISK ANALYTICS INC (VRSK) - 2.09%
#14	N/A	GENERAL DYNAMICS CORP (GD) - 2.08%
#15	N/A	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.08%
#16	N/A	ALLEGION PLC (ALLE) - 2.06%
#17	N/A	DICK'S SPORTING GOODS INC (DKS) - 2.04%
#18	N/A	W.W. GRAINGER INC (GWW) - 2.04%
#19	N/A	YUM BRANDS INC (YUM) - 2.04%
#20	N/A	WEC ENERGY GROUP INC (WEC) - 2.03%
#21	N/A	F5 INC (FFIV) - 2.02%
#22	N/A	THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.02%
#23	N/A	PACCAR INC (PCAR) - 2.02%
#24	N/A	CINTAS CORP (CTAS) - 2.00%
#25	N/A	EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 2.00%
Total Holdings	2	53

APLY vs UPGD - Historical Returns

Returns include dividend reinvestment.

Period	APLY	UPGD
1 month	+7.16%	+1.02%
3 months	+12.39%	+5.66%
6 months	+21.04%	+5.35%
1 year	+31.80%	+12.37%
5 years(CAGR)	N/A	+7.60%
10 years(CAGR)	N/A	+9.77%
Max(CAGR)	+14.34%	+7.91%

Winner

APLY

+7.16%

UPGD

+1.02%

Winner

APLY

+12.39%

UPGD

+5.66%

Winner

APLY

+21.04%

UPGD

+5.35%

Winner

APLY

+31.80%

UPGD

+12.37%

5Y(CAGR)

APLY

N/A

UPGD

+7.60%

10Y(CAGR)

APLY

N/A

UPGD

+9.77%

Max(CAGR)

Winner

APLY

+14.34%

UPGD

+7.91%

APLY vs UPGD - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	APLY	UPGD
2026	+11.67%	+9.36%
2025	+7.24%	+8.98%
2024	+23.34%	+13.80%
2023	+11.56%	+16.47%
2022	N/A	-13.97%
2021	N/A	+25.57%
2020	N/A	+6.10%
2019	N/A	+30.23%
2018	N/A	-15.51%
2017	N/A	+12.33%
2016	N/A	+21.96%
2015	N/A	-5.93%
2014	N/A	+5.65%
2013	N/A	+39.25%
2012	N/A	+12.96%
2011	N/A	-3.39%
2010	N/A	+25.78%
2009	N/A	+51.42%
2008	N/A	-38.29%
2007	N/A	+2.96%
2006	N/A	-14.71%

APLY vs UPGD Drawdown Comparison

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

The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.

The current APLY drawdown is -3.04%. The current UPGD drawdown is -2.60%.

Rank	APLY	UPGD
#1	-30.32% Dec 26, 2024 - Oct 27, 2025	-60.86% May 23, 2006 - Dec 3, 2010
#2	-15.78% Jul 31, 2023 - Jun 17, 2024	-50.19% Aug 29, 2018 - Dec 3, 2020
#3	-11.71% Jun 2, 2026 - Jul 15, 2026	-28.87% Apr 29, 2011 - Mar 15, 2012
#4	-11.70% Dec 2, 2025 - May 7, 2026	-27.28% Jun 23, 2015 - Nov 18, 2016
#5	-9.44% Jul 16, 2024 - Sep 30, 2024	-24.31% Nov 9, 2021 - Feb 27, 2024
#6	-4.67% Oct 22, 2024 - Nov 25, 2024	-16.90% Nov 29, 2024 - Aug 22, 2025
#7	-4.12% Sep 30, 2024 - Oct 15, 2024	-13.43% Mar 26, 2012 - Jan 2, 2013
#8	-3.18% Jun 17, 2024 - Jun 27, 2024	-12.68% Jul 3, 2014 - Feb 24, 2015
#9	-3.04% Jul 17, 2026 - Jul 23, 2026	-10.11% Jan 26, 2018 - May 16, 2018
#10	-2.50% Jun 30, 2023 - Jul 17, 2023	-10.01% Feb 27, 2026 - May 26, 2026
#11	-2.42% Nov 11, 2025 - Nov 24, 2025	-8.56% Jun 8, 2021 - Oct 19, 2021
#12	-2.02% May 1, 2023 - May 5, 2023	-6.75% Oct 6, 2025 - Dec 11, 2025
#13	-1.99% May 28, 2026 - Jun 2, 2026	-6.71% Jan 22, 2014 - Feb 26, 2014
#14	-1.72% Jun 2, 2023 - Jun 12, 2023	-6.69% Jul 25, 2017 - Sep 27, 2017
#15	-1.67% May 19, 2023 - May 26, 2023	-6.68% Apr 2, 2014 - Jun 18, 2014

Correlation

Correlation between APLY and UPGD is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2006 - 2026)

APLY vs UPGD dividend yield comparison.

Year	APLY	UPGD
2026	19.34%	0.00%
2025	36.38%	1.75%
2024	24.95%	1.28%
2023	14.36%	1.39%
2022	0.00%	0.72%
2021	0.00%	0.52%
2020	0.00%	0.28%
2019	0.00%	0.20%
2018	0.00%	1.43%
2016	0.00%	1.55%
2015	0.00%	0.93%
2014	0.00%	0.26%
2013	0.00%	0.34%
2012	0.00%	0.35%
2011	0.00%	0.14%
2008	0.00%	0.31%
2007	0.00%	10.64%
2006	0.00%	0.60%