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