Compare NVIT and APLY

NVIT and APLY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax AAPL Option Income Strategy ETFThematic Income · A single stock1.04%30.78%+18.7%+19.7%+16.4%[…]−11.8%21.4%$109M1.0

YieldMax NVDA Performance & Distribution Target 25 ETFThematic Income · A single stock1.08%28.64%+1.0%[…][…][…][…][…]$15M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: NVIT 2025 · APLY 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

YieldMax NVDA Performance & Distribution Target 25 ETF · $15M[…]

NVIT

APLY

YieldMax AAPL Option Income Strategy ETF · $109M[…]

$10,000 five years ago, dividends reinvested

NVITMeasureAPLY

+1.0%Year to dateJan 1 → Nov 9+18.7%

[…]1 yearTotal return+19.7%

[…]3 years · per year$10,000 became […] · $15,759+16.4%

[…]5 years · per year[…]

1.08%Expense ratio$108 · $104 a year on $10k · lower is better1.04%

28.64%Trailing 12-mo yield$2,864 · $3,078 a year on $10k30.78%

[…]Worst dropSmaller is better−11.8%

[…]VolatilityLower is calmer21.4%

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

0–3APLY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NVIT vs APLY: Top 5 Holdings

Today

NVIT

[…]in top 5

APLY

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

NVIT vs APLY Returns, Every Period

1Y

YieldMaxNVIT

[…]

past year

APLYYieldMax

+19.7%

past year

NVITAPLYFaded: behind in that period

0–1APLY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

NVIT vs APLY

YTD

YieldMaxNVIT

+1.0%

APLYYieldMax

+18.7%

+1.0%Year to date+18.7%

[…]Worst drop · 1Y−11.8%

[…]Volatility · 1Y21.4%

28.6%Yield30.8%

$14.9MAssets$109M

2–0APLY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NVIT, APLY

Today

1.04%lowest, APLY

FundExpense ratioFee$10k

APLY1.04%$104

NVIT1.08%$108

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: NVIT, APLY

1Y

30.78%highest, APLY

FundTrailing yieldYield$10k

APLY30.78%$3,078

NVIT28.64%$2,864

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$2,974most kept, APLY

APLY$3,078 − $104 = $2,974

NVIT$2,864 − $108 = $2,756

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: NVIT, APLY

Today

[…]holdings […]

NVITAPLY

NVIT—[…]

APLY[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+19.7%APLY, at 21.4% volatility

APLYWorst drop−11.8%21.4% vol

NVITWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

APLYNVIT

+18.7%Year to date+1.0%

30.8%Yield28.6%

+19.7%Past year[…]

1.04%Fee1.08%

3–0APLY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026