StockComparison Logo
vs

BKCG vs APLY

Comparison between BNY MELLON CONCENTRATED GROWTH ETF (BKCG, ETF) and YIELDMAX(R) AAPL OPTION INCOME STRATEGY ETF (APLY, ETF).

BKCG vs APLY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BKCG
$120M
APLY
$120M
Expense Ratio
Winner
BKCG
0.50%
APLY
1.04%
Max Drawdown
Winner
BKCG
12.12%
APLY
51.36%
Sharpe Ratio
BKCG
0.69
Winner
APLY
0.86
5Y Beta
BKCG
0.96
Winner
APLY
0.91
P/E Ratio
BKCG
26.03
APLY
N/A
Forward P/E
BKCG
23.43
APLY
N/A
PEG Ratio
BKCG
0.33
APLY
N/A
5Y EPS CAGR
BKCG
33.26%
APLY
N/A
P/S Ratio
BKCG
4.55
APLY
N/A
P/B Ratio
BKCG
9.43
APLY
N/A

BKCG vs APLY - Holdings Comparison

BKCG and APLY have 1 common holdings. Overlap is -0.06%

BKCG's top 25 holdings weight is 96.19%. APLY's top 25 holdings weight is 2.47%.

RankBKCGAPLY
#1
NVIDIA CORP (NVDA) - 9.54%
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.53%
#2
ALPHABET INC CLASS C (GOOG) - 7.81%
APPLE INC (AAPL) - -0.06%
#3
AMAZON.COM INC (AMZN) - 7.34%
N/A
#4
MICROSOFT CORP (MSFT) - 5.44%
N/A
#5
APPLE INC (AAPL) - 5.26%
N/A
#6
ELI LILLY AND CO (LLY) - 4.93%
N/A
#7
ASML HOLDING NV ADR (ASML) - 4.09%
N/A
#8
MASTERCARD INC CLASS A (MA) - 3.89%
N/A
#9
META PLATFORMS INC CLASS A (META) - 3.70%
N/A
#10
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.61%
N/A
#11
DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT MONEY M (n/a) - 3.38%
N/A
#12
VISA INC CLASS A (V) - 3.36%
N/A
#13
TEXAS INSTRUMENTS INC (TXN) - 3.27%
N/A
#14
PHILIP MORRIS INTERNATIONAL INC (PM) - 3.09%
N/A
#15
EATON CORP PLC (ETN) - 3.01%
N/A
#16
BAE SYSTEMS PLC ADR (BAESY) - 3.00%
N/A
#17
BLACKSTONE INC (BX) - 2.99%
N/A
#18
BLACKROCK INC (BLK) - 2.87%
N/A
#19
BROADCOM INC (AVGO) - 2.68%
N/A
#20
PROGRESSIVE CORP (PGR) - 2.52%
N/A
#21
DEERE & CO (DE) - 2.48%
N/A
#22
THE HOME DEPOT INC (HD) - 2.31%
N/A
#23
ASTRAZENECA PLC (n/a) - 2.27%
N/A
#24
INTERCONTINENTAL EXCHANGE INC (ICE) - 1.87%
N/A
#25
INTUIT INC (INTU) - 1.48%
N/A
Total Holdings292

BKCG vs APLY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BKCG
+4.91%
APLY
-6.58%
3M
Winner
BKCG
+3.07%
APLY
-1.23%
6M
BKCG
+7.53%
Winner
APLY
+8.27%
1Y
BKCG
+13.64%
Winner
APLY
+21.91%
Max(CAGR)
Winner
BKCG
+19.32%
APLY
+12.66%

BKCG vs APLY - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearBKCGAPLY
2026+8.02%+7.56%
2025+18.56%+7.24%
2024N/A+23.34%
2023N/A+11.56%

BKCG vs APLY Drawdown Comparison

The maximum drawdown for BKCG was -12.12%, occurring on Mar 27, 2026. Recovery took 68 trading sessions.

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

The current BKCG drawdown is -1.78%. The current APLY drawdown is -8.39%.

RankBKCGAPLY
#1-12.12%
Jan 28, 2026 - May 6, 2026
-30.32%
Dec 26, 2024 - Oct 27, 2025
#2-11.59%
Apr 2, 2025 - May 2, 2025
-15.78%
Jul 31, 2023 - Jun 17, 2024
#3-6.35%
May 14, 2026 - Aug 3, 2026
-11.71%
Jun 2, 2026 - Jul 15, 2026
#4-4.83%
Oct 28, 2025 - Dec 23, 2025
-11.70%
Dec 2, 2025 - May 7, 2026
#5-3.64%
Jan 12, 2026 - Jan 28, 2026
-10.31%
Jul 28, 2026 - Aug 12, 2026
#6-3.08%
Oct 6, 2025 - Oct 24, 2025
-9.44%
Jul 16, 2024 - Sep 30, 2024
#7-2.56%
Aug 7, 2026 - Aug 20, 2026
-4.67%
Oct 22, 2024 - Nov 25, 2024
#8-2.43%
Jul 25, 2025 - Sep 11, 2025
-4.12%
Sep 30, 2024 - Oct 15, 2024
#9-2.39%
Jun 10, 2025 - Jun 26, 2025
-3.18%
Jun 17, 2024 - Jun 27, 2024
#10-1.98%
May 19, 2025 - May 27, 2025
-3.04%
Jul 17, 2026 - Jul 27, 2026
#11-1.73%
Sep 22, 2025 - Oct 2, 2025
-2.50%
Jun 30, 2023 - Jul 17, 2023
#12-1.12%
May 2, 2025 - May 8, 2025
-2.42%
Nov 11, 2025 - Nov 24, 2025
#13-1.09%
Jul 3, 2025 - Jul 24, 2025
-2.02%
May 1, 2023 - May 5, 2023
#14-0.91%
Dec 26, 2025 - Jan 5, 2026
-1.99%
May 28, 2026 - Jun 2, 2026
#15-0.49%
Jun 30, 2025 - Jul 3, 2025
-1.72%
Jun 2, 2023 - Jun 12, 2023

Correlation

Correlation between BKCG and APLY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2023 - 2026)

BKCG vs APLY dividend yield comparison.

YearBKCGAPLY
20260.50%23.38%
20250.45%36.38%
20240.00%24.95%
20230.00%14.36%

Select Stocks to Compare