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Data as of .

APLY vs BALI: which paid, and which earned it?

Over the year APLY paid 32.4% of its price in cash against BALI’s 8.5%, and returned more with it reinvested.

YieldMax(R) AAPL Option Income Strategy ETF and iShares U.S. Large Cap Premium Income Active ETF, side by side, income ETFs on ETFIQ.

32.4%APLY cash paid, 1 year
8.5%BALI cash paid, 1 year
+26.4%APLY total return, 1 year
+18.9%BALI total return, 1 year

ETFIQ Return Stability Score: BALI scores higher

Was the payout funded by returns, or by your own capital?

APLY 45.9BALI 86.19.1, the lowest in this set97.6, the highest

A percentile among the 61 income ETFs writing on a single company. It is a position in a set, not a rating, and neither end of it is a recommendation. All income ETFs ranked by it · How it is computed

APLY18.6 pts behind AAPL · 1 year to Sep 11, 2026
AAPL+45.0%APLY+26.4%32.4% of it arrived as cash18.6 pts behind AAPLTotal return, distributions reinvestedAAPL+45.0%APLY+26.4%32.4% cash18.6 pts behind AAPL
BALI1.4 pts ahead of SPY · 1 year to Sep 11, 2026
SPY+17.5%BALI+18.9%8.5% as cash1.4 pts ahead of SPYTotal return, distributions reinvestedSPY+17.5%BALI+18.9%1.4 pts ahead of SPY

What they hold in common

By the books each fund has filed, APLY and BALI hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in APLYOnly in BALI
TREASURY BILL 27.23%NVIDIA 7.38%
TREASURY BILL 19.97%APPLE 6.04%
TREASURY BILL 19.80%MICROSOFT 5.32%
TREASURY BILL 19.47%AMAZON.COM INC 3.35%
TREASURY BILL 13.52%ALPHABET CLASS A 2.52%
BLK CSH FND TREASURY SL AGENCY 2.46%
ALPHABET CLASS C 2.33%
BROADCOM INC 2.23%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Sep 10, 2026.

Performance, window by window

APLY and BALI over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
APLYBALIAPLYBALIAPLYBALI
3 months+8.2%+4.4%8.3%2.0%−6.1 pts+1.1 pts
6 months+21.6%+15.0%18.2%4.7%−11.4 pts−1.0 pts
1 year+26.4%+18.9%32.4%8.5%−18.6 pts+1.4 pts
3 years+52.2%not published69.8%not published−38.8 ptsnot published
Since launch+55.8%+76.3%74.3%29.2%−47.0 pts−8.2 pts
Open the live comparison on ETFIQ
APLY and BALI on the same fields, as of Sep 11, 2026. Source: ETFIQ.
APLY
YieldMax(R) AAPL Option Income Strategy ETF
Synthetic covered call on AAPL, paying weekly
BALI
iShares U.S. Large Cap Premium Income Active ETF
Covered call on SPY, paying monthly
IssuerYieldMaxiShares
Strategysynthetic covered callcovered call
BenchmarkApple (AAPL)S&P 500 (SPY)
Paysweeklymonthly
Payout rate, annualized19.8%7.5%
Expense ratio1.04%0.35%
Cash paid, 1 year32.4%8.5%
Price change, 1 year−9.6%+9.5%
Total return, 1 year+26.4%+18.9%
Benchmark return, 1 year+45.0%+17.5%
Ahead or behind−18.6 pts+1.4 pts
Return of capital, latest estimate84%not published
Age1242 days1079 days

APLY in plain words

Over the year to Sep 11, 2026, APLY paid 32.4% of its starting value in cash distributions while its price fell 9.6%. With every distribution reinvested, the fund returned +26.4%. Apple (AAPL) returned +45.0% over the same days, so a holder was behind by 18.6 pts. At its price on Sep 11, 2026 the latest distribution annualizes to 19.8%, paid weekly. YieldMax estimates that 84% of the distribution paid Sep 11, 2026 was a return of capital (19a-1 notice, estimated, a tax characterization rather than a measure of erosion).

BALI in plain words

Over the year to Sep 11, 2026, BALI paid 8.5% of its starting value in cash distributions while its price rose 9.5%. With every distribution reinvested, the fund returned +18.9%. S&P 500 (SPY) returned +17.5% over the same days, so a holder was ahead by 1.4 pts. At its price on Sep 11, 2026 the latest distribution annualizes to 7.5%, paid monthly.

Questions people ask

Which paid more, APLY or BALI?
Over the year to Sep 11, 2026, APLY paid 32.4% of its starting price in cash and BALI paid 8.5%, so APLY paid more. Cash paid is not the same as money made: the price change matters too.
Which returned more once distributions are counted, APLY or BALI?
With every distribution reinvested, APLY returned +26.4% and BALI returned +18.9% over the year to Sep 11, 2026, so APLY returned more.
Which is cheaper, APLY or BALI?
APLY charges 1.04% a year and BALI charges 0.35%, so BALI is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

APLY against BALI, ETFIQ, data as of Sep 11, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, APLY against BALI, data as of Sep 11, 2026. https://etfiq.com/compare/income/aply-vs-bali Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources