PLTY vs APLY

APLTY

BAPLY

Measures won1–3APLY wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost1.04%APLY · $104 on $10k

Most income77.25%PLTY · $7,725 on $10k

Smallest drop−11.7%APLY · worst fall in 1Y

Held in common[…]PLTY and APLY

PLTY

APLY

YieldMax PLTR Option Income Strategy ETF · $341MYieldMax AAPL Option Income Strategy ETF · $110M

[…]3 years · per year[…] · $16,223+17.5%

[…]5 years · per year[…]

1.07%Expense ratio$107 · $104 on $10k · lower wins1.04%

77.25%12-mo yield$7,725 · $3,109 on $10k31.09%

−41.4%Worst dropSmaller wins−11.7%

50.7%VolatilityLower wins21.2%

1–3APLY wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsPLTY · APLY

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

Held in common[…]

End-of-day Nov 4, 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	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk		1.07%	77.25%	−1.8%	+0.7%	−12.7%	new	new	−41.4%	$341M
2	BAPLY	YieldMax AAPL Option Income Strategy ETFRead Desk		1.04%	31.09%	+5.6%	+18.6%	+20.2%	+17.5%	new	−11.7%	$110M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk		1.07%	77.25%	−1.8%	+0.7%	−12.7%	new	new	−41.4%	$341M
2	BAPLY	YieldMax AAPL Option Income Strategy ETFRead Desk		1.04%	31.09%	+5.6%	+18.6%	+20.2%	+17.5%	new	−11.7%	$110M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PLTY vs APLY

PLTY

YieldMax PLTR Option Income Strategy

[…]

APLY

YieldMax AAPL Option Income Strategy

[…]

MeasurePLTYAPLY

Fee1.07%1.04%

Cost on $10k a year$107$104

Yield77.25%31.09%

5 years, per year[…][…]

3 years, per year[…]+17.5%

Worst drop · 1Y−41.4%−11.7%

Volatility · 1Y50.7%21.2%

3–1measures won
APLY first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PLTY, APLY

Today

[…]holdings […]

PLTYAPLY

PLTY—[…]

APLY[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$7,618most kept, PLTY

PLTY$7,725 − $107 = $7,618

APLY$3,109 − $104 = $3,005

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee