YMAX vs APLU
Comparison between YIELDMAX(R) UNIVERSE FUND OF OPTION INCOME ETFS (YMAX, ETF) and ALLSPRING CORE PLUS ETF (APLU, ETF).
YMAX vs APLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
YMAX
$426M
APLU
$425M
Expense Ratio
YMAX
1.33%
Winner
APLU
0.31%
Max Drawdown
YMAX
65.66%
Winner
APLU
4.66%
Sharpe Ratio
YMAX
-0.24
Winner
APLU
0.02
5Y Beta
YMAX
1.27
Winner
APLU
0.07
YMAX vs APLU - Holdings Comparison
YMAX and APLU have 1 common holdings. Overlap is -0.87%
YMAX's top 25 holdings weight is 69.30%. APLU's top 25 holdings weight is 31.00%.
| Rank | YMAX | APLU |
|---|---|---|
| #1 | YIELDMAX CRCL OPTION INCOME STRATEGY ETF (CRCO) - 3.44% | n/a (n/a) - 6.62% |
| #2 | YIELDMAX NFLX OPTION INCOME STRATEGY ETF (NFLY) - 3.17% | UNITED STATES TREASURY BONDS 4.625% (n/a) - 4.79% |
| #3 | YIELDMAX XYZ OPTION INCOME STRATEGY ETF (XYZY) - 3.12% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 2.06% |
| #4 | YIELDMAX COIN OPTION INCOME STRATEGY ETF (CONY) - 2.85% | UNITED STATES TREASURY NOTES 4.375% (n/a) - 1.68% |
| #5 | YIELDMAX SNOW OPTION INCOME STRATEGY ETF (SNOY) - 2.78% | n/a (n/a) - 1.51% |
| #6 | YIELDMAX(TM) RBLX OPTION INC STRAT ETF (RBLY) - 2.77% | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 1.15% |
| #7 | YIELDMAX DKNG OPTION INCOME STRATEGY ETF (DRAY) - 2.75% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.12% |
| #8 | YIELDMAX HOOD OPTION INCOME STRATEGY ETF (HOOY) - 2.74% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 1.06% |
| #9 | OTHER ASSETS AND LIABILITIES (n/a) - 2.74% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.99% |
| #10 | YIELDMAX PLTR OPTION INCOME STRATEGY ETF (PLTY) - 2.73% | n/a (n/a) - 0.98% |
| #11 | YIELDMAX PYPL OPTION INCOME STRATEGY ETF (PYPY) - 2.72% | VANGUARD INTERM-TERM CORP BD ETF (VCIT) - 0.86% |
| #12 | YIELDMAX ABNB OPTION INCOME STRATEGY ETF (ABNY) - 2.72% | n/a (n/a) - 0.85% |
| #13 | YIELDMAX® INNOVATION OPTION INC STGY ETF (OARK) - 2.71% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 0.79% |
| #14 | YIELDMAX GOLD MINERS OPT INC STRGY ETF (GDXY) - 2.71% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.72% |
| #15 | YIELDMAX SMCI OPTION INCOME STRATEGY ETF (SMCY) - 2.70% | UNITED STATES TREASURY BONDS 5% (n/a) - 0.69% |
| #16 | YIELDMAX RDDT OPTION INCOME STRATEGY ETF (RDYY) - 2.68% | VANGUARD SHORT-TERM CORPORATE BOND ETF (VCSH) - 0.59% |
| #17 | YIELDMAX AMD OPTION INCOME STRATEGY ETF (AMDY) - 2.67% | SECRETARIA DO TESOURO NACIONAL 10% (n/a) - 0.58% |
| #18 | YIELDMAX MRNA OPTION INCOME STRATEGY ETF (MRNY) - 2.67% | ISHARES BROAD USD HIGH YIELD CORP BD ETF (USHY) - 0.54% |
| #19 | YIELDMAX CVNA OPTION INCOME STRATEGY ETF (CVNY) - 2.67% | n/a (n/a) - 0.54% |
| #20 | YIELDMAX AMZN OPTION INCOME STRATEGY ETF (AMZY) - 2.66% | UNITED STATES TREASURY NOTES 4.125% (n/a) - 0.51% |
| #21 | YIELDMAX MSFT OPTION INCOME STRATEGY ETF (MSFO) - 2.66% | n/a (n/a) - 0.51% |
| #22 | YIELDMAX BITCOIN OPTION INC STRAT ETF (YBIT) - 2.66% | n/a (n/a) - 0.48% |
| #23 | YIELDMAX GME OPTION INCOME STRATEGY ETF (GMEY) - 2.66% | AUSTRALIA (COMMONWEALTH OF) 2.25% (n/a) - 0.48% |
| #24 | YIELDMAX DIS OPTION INCOME STRATEGY ETF (DISO) - 2.66% | UNITED STATES TREASURY BONDS 4.75% (n/a) - 0.48% |
| #25 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.66% | COLOMBIA (REPUBLIC OF) 5.75% (n/a) - 0.42% |
| Total Holdings | 50 | 442 |
YMAX vs APLU - Historical Returns
Returns include dividend reinvestment.
1M
YMAX
-1.37%
Winner
APLU
-0.50%
3M
Winner
YMAX
+4.27%
APLU
-0.80%
6M
Winner
YMAX
+0.57%
APLU
-0.19%
1Y
YMAX
-4.82%
Winner
APLU
+3.48%
Max(CAGR)
Winner
YMAX
+13.08%
APLU
+3.16%
YMAX vs APLU - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | YMAX | APLU |
|---|---|---|
| 2026 | +0.66% | +0.01% |
| 2025 | +5.61% | +7.35% |
| 2024 | +26.33% | -1.93% |
YMAX vs APLU Drawdown Comparison
The maximum drawdown for YMAX was -26.11%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The maximum drawdown for APLU was -3.24%, occurring on Jan 13, 2025. Recovery took 52 trading sessions.
The current YMAX drawdown is -10.01%. The current APLU drawdown is -1.87%.
| Rank | YMAX | APLU |
|---|---|---|
| #1 | -26.11% Oct 8, 2025 - Mar 30, 2026 | -3.24% Dec 6, 2024 - Feb 25, 2025 |
| #2 | -25.43% Dec 6, 2024 - Jun 26, 2025 | -2.85% Apr 7, 2025 - Jun 26, 2025 |
| #3 | -12.73% Jul 15, 2024 - Oct 29, 2024 | -2.84% Feb 27, 2026 - Mar 26, 2026 |
| #4 | -7.77% Mar 28, 2024 - May 20, 2024 | -1.28% Oct 22, 2025 - Jan 14, 2026 |
| #5 | -5.55% Jul 28, 2025 - Sep 18, 2025 | -1.02% Jun 30, 2025 - Aug 1, 2025 |
| #6 | -3.00% Feb 15, 2024 - Feb 22, 2024 | -1.01% Mar 3, 2025 - Apr 3, 2025 |
| #7 | -2.92% Oct 29, 2024 - Nov 6, 2024 | -0.84% Aug 19, 2025 - Aug 28, 2025 |
| #8 | -2.46% Jun 12, 2024 - Jul 5, 2024 | -0.72% Sep 16, 2025 - Oct 13, 2025 |
| #9 | -2.37% Sep 22, 2025 - Oct 2, 2025 | -0.66% Jan 14, 2026 - Feb 5, 2026 |
| #10 | -2.31% Mar 1, 2024 - Mar 12, 2024 | -0.42% Aug 7, 2025 - Aug 13, 2025 |
| #11 | -2.23% Jan 29, 2024 - Feb 2, 2024 | -0.38% Aug 13, 2025 - Aug 19, 2025 |
| #12 | -2.11% May 21, 2024 - Jun 5, 2024 | -0.30% Aug 28, 2025 - Sep 3, 2025 |
| #13 | -2.09% Nov 11, 2024 - Nov 19, 2024 | -0.20% Feb 17, 2026 - Feb 23, 2026 |
| #14 | -1.84% Mar 12, 2024 - Mar 20, 2024 | -0.19% Sep 8, 2025 - Sep 11, 2025 |
| #15 | -1.72% Feb 12, 2024 - Feb 14, 2024 | -0.18% Aug 5, 2025 - Aug 7, 2025 |
Correlation
Correlation between YMAX and APLU is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.37
-101
Dividend Comparison (2024 - 2026)
YMAX vs APLU dividend yield comparison.
| Year | YMAX | APLU |
|---|---|---|
| 2026 | 30.47% | 2.24% |
| 2025 | 78.70% | 5.13% |
| 2024 | 44.20% | 0.44% |
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