Compare APLY and MSFO

APLY and MSFO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax AAPL Option Income Strategy ETFThematic Income · A single stock1.04%32.30%+16.4%+17.9%+16.5%[…]−11.8%21.3%$106M1.3

YieldMax MSFT Option Income Strategy ETFThematic Income · A single stock1.03%36.82%+11.0%+5.3%+16.1%[…]−27.2%29.4%$97M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: APLY 2023 · MSFO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

YieldMax AAPL Option Income Strategy ETF · $106M[…]

APLY

MSFO

YieldMax MSFT Option Income Strategy ETF · $97M[…]

$10,000 five years ago, dividends reinvested

APLYMeasureMSFO

+16.4%Year to dateJan 1 → Nov 5+11.0%

+17.9%1 yearTotal return+5.3%

+16.5%3 years · per year$10,000 became $15,830 · $15,638+16.1%

[…]5 years · per year[…]

1.04%Expense ratio$104 · $103 a year on $10k · lower is better1.03%

32.30%Trailing 12-mo yield$3,230 · $3,682 a year on $10k36.82%

−11.8%Worst dropSmaller is better−27.2%

21.3%VolatilityLower is calmer29.4%

APLYMSFO Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2APLY wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

APLY vs MSFO: Top 5 Holdings

Today

APLY

[…]in top 5

MSFO

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

APLY vs MSFO Returns, Every Period

1Y

YieldMaxAPLY

+17.9%

past year

MSFOYieldMax

+5.3%

past year

APLYMSFOFaded: behind in that period

3–0APLY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

APLY vs MSFO

YTD

YieldMaxAPLY

+16.4%

MSFOYieldMax

+11.0%

+16.4%Year to date+11.0%

−11.8%Worst drop · 1Y−27.2%

21.3%Volatility · 1Y29.4%

32.3%Yield36.8%

$106MAssets$96.8M

3–1APLY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APLY, MSFO

Today

1.03%lowest, MSFO

FundExpense ratioFee$10k

MSFO1.03%$103

APLY1.04%$104

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: APLY, MSFO

1Y

36.82%highest, MSFO

FundTrailing yieldYield$10k

MSFO36.82%$3,682

APLY32.30%$3,230

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$3,579most kept, MSFO

MSFO$3,682 − $103 = $3,579

APLY$3,230 − $104 = $3,126

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: APLY, MSFO

Today

[…]holdings […]

APLYMSFO

APLY—[…]

MSFO[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.9%APLY, at 21.3% volatility

APLYWorst drop−11.8%21.3% vol

MSFOWorst drop−27.2%29.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MSFOAPLY

+11.0%Year to date+16.4%

36.8%Yield32.3%

+5.3%Past year+17.9%

1.03%Fee1.04%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026