APLY vs MSFO

AAPLY

BMSFO

Measures won3–2APLY wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost1.03%MSFO · $103 on $10k

Most income37.11%MSFO · $3,711 on $10k

Smallest drop−11.8%APLY · worst fall in 1Y

Held in common[…]APLY and MSFO

APLY

MSFO

YieldMax AAPL Option Income Strategy ETF · $110MYieldMax MSFT Option Income Strategy ETF · $99M

+15.9%3 years · per year$15,557 · $15,178+14.9%

[…]5 years · per year[…]

1.04%Expense ratio$104 · $103 on $10k · lower wins1.03%

31.51%12-mo yield$3,151 · $3,711 on $10k37.11%

−11.8%Worst dropSmaller wins−26.5%

21.3%VolatilityLower wins29.4%

3–2APLY wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsAPLY · MSFO

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	AAPLY	YieldMax AAPL Option Income Strategy ETFRead Desk		1.04%	31.51%	−0.4%	+15.9%	+17.4%	+15.9%	new	−11.8%	$110M
2	BMSFO	YieldMax MSFT Option Income Strategy ETFRead Desk		1.03%	37.11%	−1.4%	+9.5%	+5.6%	+14.9%	new	−26.5%	$99M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AAPLY	YieldMax AAPL Option Income Strategy ETFRead Desk		1.04%	31.51%	−0.4%	+15.9%	+17.4%	+15.9%	new	−11.8%	$110M
2	BMSFO	YieldMax MSFT Option Income Strategy ETFRead Desk		1.03%	37.11%	−1.4%	+9.5%	+5.6%	+14.9%	new	−26.5%	$99M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

APLY vs MSFO

APLY

YieldMax AAPL Option Income Strategy

[…]

MSFO

YieldMax MSFT Option Income Strategy

[…]

MeasureAPLYMSFO

Fee1.04%1.03%

Cost on $10k a year$104$103

Yield31.51%37.11%

5 years, per year[…][…]

3 years, per year+15.9%+14.9%

Worst drop · 1Y−11.8%−26.5%

Volatility · 1Y21.3%29.4%

3–2measures won
APLY first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: APLY, MSFO

Today

[…]holdings […]

APLYMSFO

APLY—[…]

MSFO[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$3,608most kept, MSFO

MSFO$3,711 − $103 = $3,608

APLY$3,151 − $104 = $3,047

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee