APLY vs XHE

Comparison between YIELDMAX(R) AAPL OPTION INCOME STRATEGY ETF (APLY, ETF) and STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE EQUIPMENT ETF (XHE, ETF).

APLY vs XHE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	APLY(ETF)	XHE(ETF)
Net Assets	$127M	$127M
Expense Ratio	1.04%	0.35%
Max Drawdown	49.96%	49.94%
Sharpe Ratio	1.37	-0.12
5Y Beta	0.95	0.87
P/E Ratio	N/A	-20.06
Forward P/E	N/A	15.40
5Y Dividends CAGR	N/A	100.29%
5Y EPS CAGR	N/A	7.52%
Debt to Equity	N/A	-74.96%
P/S Ratio	N/A	1.95
P/B Ratio	N/A	2.52

Net Assets

APLY

$127M

XHE

$127M

Expense Ratio

APLY

1.04%

Winner

XHE

0.35%

Max Drawdown

APLY

49.96%

Winner

XHE

49.94%

Sharpe Ratio

Winner

APLY

1.37

XHE

-0.12

5Y Beta

APLY

0.95

Winner

XHE

0.87

P/E Ratio

APLY

N/A

XHE

-20.06

Forward P/E

APLY

N/A

XHE

15.40

5Y Dividends CAGR

APLY

N/A

XHE

100.29%

5Y EPS CAGR

APLY

N/A

XHE

7.52%

Debt to Equity

APLY

N/A

XHE

-74.96%

P/S Ratio

APLY

N/A

XHE

1.95

P/B Ratio

APLY

N/A

XHE

2.52

APLY vs XHE - Holdings Comparison

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

APLY's top 25 holdings weight is 2.47%. XHE's top 25 holdings weight is 49.16%.

Rank	APLY	XHE
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.53%	STAAR SURGICAL CO (STAA) - 2.87%
#2	APPLE INC (AAPL) - -0.06%	NOVOCURE LTD (NVCR) - 2.23%
#3	N/A	AXOGEN INC (AXGN) - 2.18%
#4	N/A	AVANOS MEDICAL INC (AVNS) - 2.16%
#5	N/A	INTEGRA LIFESCIENCES HOLDINGS CORP (IART) - 2.14%
#6	N/A	n/a (BFLY) - 2.13%
#7	N/A	LIVANOVA PLC (LIVN) - 2.09%
#8	N/A	LANTHEUS HOLDINGS INC (LNTH) - 2.08%
#9	N/A	SOLVENTUM CORP (SOLV) - 2.01%
#10	N/A	OMNICELL INC (OMCL) - 1.99%
#11	N/A	TELEFLEX INC (TFX) - 1.99%
#12	N/A	DEXCOM INC (DXCM) - 1.97%
#13	N/A	HAEMONETICS CORP (HAE) - 1.95%
#14	N/A	GLAUKOS CORP (GKOS) - 1.91%
#15	N/A	INTEGER HOLDINGS CORP (ITGR) - 1.88%
#16	N/A	UFP TECHNOLOGIES INC (UFPT) - 1.84%
#17	N/A	BAXTER INTERNATIONAL INC (BAX) - 1.84%
#18	N/A	EDWARDS LIFESCIENCES CORP (EW) - 1.84%
#19	N/A	MASIMO CORP (MASI) - 1.82%
#20	N/A	ICU MEDICAL INC (ICUI) - 1.74%
#21	N/A	PROCEPT BIOROBOTICS CORP (PRCT) - 1.72%
#22	N/A	STRIVE INC CLASS A (ASST) - 1.71%
#23	N/A	ALIGN TECHNOLOGY INC (ALGN) - 1.69%
#24	N/A	STERIS PLC (STE) - 1.69%
#25	N/A	PENUMBRA INC (PEN) - 1.69%
Total Holdings	2	69

APLY vs XHE - Historical Returns

Returns include dividend reinvestment.

Period	APLY	XHE
1 month	-1.64%	+4.12%
3 months	+10.53%	+2.61%
6 months	+1.71%	-8.35%
1 year	+30.03%	+0.70%
5 years(CAGR)	N/A	-8.07%
10 years(CAGR)	N/A	+6.00%
Max(CAGR)	+12.28%	+8.88%

APLY

-1.64%

Winner

XHE

+4.12%

Winner

APLY

+10.53%

XHE

+2.61%

Winner

APLY

+1.71%

XHE

-8.35%

Winner

APLY

+30.03%

XHE

+0.70%

5Y(CAGR)

APLY

N/A

XHE

-8.07%

10Y(CAGR)

APLY

N/A

XHE

+6.00%

Max(CAGR)

Winner

APLY

+12.28%

XHE

+8.88%

APLY vs XHE - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	APLY	XHE
2026	+3.86%	-6.43%
2025	+7.24%	-0.75%
2024	+23.34%	+6.09%
2023	+11.56%	-5.73%
2022	N/A	-24.77%
2021	N/A	+3.60%
2020	N/A	+32.76%
2019	N/A	+24.69%
2018	N/A	+7.34%
2017	N/A	+30.33%
2016	N/A	+15.86%
2015	N/A	+10.94%
2014	N/A	+17.45%
2013	N/A	+34.35%
2012	N/A	+12.28%
2011	N/A	-1.58%

APLY vs XHE Drawdown Comparison

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

The maximum drawdown for XHE was -49.92%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The current APLY drawdown is -6.10%. The current XHE drawdown is -38.47%.

Rank	APLY	XHE
#1	-30.32% Dec 26, 2024 - Oct 27, 2025	-49.92% Sep 2, 2021 - Oct 30, 2023
#2	-15.78% Jul 31, 2023 - Jun 17, 2024	-34.17% Feb 19, 2020 - Jul 2, 2020
#3	-11.70% Dec 2, 2025 - May 7, 2026	-27.37% Sep 13, 2018 - Jan 22, 2020
#4	-9.44% Jul 16, 2024 - Sep 30, 2024	-22.05% Jul 7, 2011 - May 1, 2012
#5	-6.47% Jun 2, 2026 - Jun 10, 2026	-20.04% Jul 22, 2015 - Jun 7, 2016
#6	-4.67% Oct 22, 2024 - Nov 25, 2024	-11.92% Sep 7, 2016 - Feb 9, 2017
#7	-4.12% Sep 30, 2024 - Oct 15, 2024	-11.24% Feb 12, 2021 - Jun 24, 2021
#8	-3.18% Jun 17, 2024 - Jun 27, 2024	-10.41% Oct 3, 2012 - Jan 25, 2013
#9	-2.50% Jun 30, 2023 - Jul 17, 2023	-10.13% Jan 29, 2018 - Mar 9, 2018
#10	-2.42% Nov 11, 2025 - Nov 24, 2025	-9.42% May 2, 2012 - Jun 29, 2012
#11	-2.02% May 1, 2023 - May 5, 2023	-9.25% Mar 4, 2014 - Oct 29, 2014
#12	-1.99% May 28, 2026 - Jun 2, 2026	-8.30% Jul 3, 2012 - Sep 6, 2012
#13	-1.72% Jun 2, 2023 - Jun 12, 2023	-6.97% Aug 5, 2020 - Oct 7, 2020
#14	-1.67% May 19, 2023 - May 26, 2023	-6.92% Jun 25, 2021 - Aug 31, 2021
#15	-1.55% Dec 17, 2024 - Dec 20, 2024	-6.51% Jan 16, 2014 - Mar 4, 2014

Correlation

Correlation between APLY and XHE is 0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

0.04

-101

Dividend Comparison (2011 - 2026)

APLY vs XHE dividend yield comparison.

Year	APLY	XHE
2026	15.62%	0.00%
2025	36.38%	0.08%
2024	24.95%	0.04%
2023	14.36%	0.03%
2022	0.00%	0.04%
2021	0.00%	0.00%
2019	0.00%	0.05%
2018	0.00%	0.09%
2017	0.00%	0.78%
2016	0.00%	0.17%
2015	0.00%	7.22%
2014	0.00%	1.83%
2013	0.00%	0.19%
2012	0.00%	2.03%
2011	0.00%	0.45%

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APLY vs XHE

APLY vs XHE - Performance Comparison

Key Characteristics

APLY vs XHE - Holdings Comparison

APLY vs XHE - Historical Returns

APLY vs XHE - Annual Returns (2011 - 2026)

APLY vs XHE Drawdown Comparison

Correlation

Dividend Comparison (2011 - 2026)

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