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Data as of .

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

Over the year CONY paid 40.0% of its price in cash against APLY’s 32.4%, though APLY returned more with it reinvested.

YieldMax(R) AAPL Option Income Strategy ETF and YieldMax(R) COIN Option Income Strategy ETF, side by side, income ETFs on ETFIQ.

32.4%APLY cash paid, 1 year
40.0%CONY cash paid, 1 year
+26.4%APLY total return, 1 year
−41.0%CONY total return, 1 year

ETFIQ Return Stability Score: CONY scores higher

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

APLY 45.9CONY 49.29.1, 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% as cash18.6 pts behind AAPLTotal return, distributions reinvestedAAPL+45.0%APLY+26.4%18.6 pts behind AAPL
CONY4.9 pts ahead of COIN · 1 year to Sep 11, 2026
COIN−45.9%CONY−41.0%4.9 pts ahead of COINTotal return, distributions reinvestedCOIN−45.9%CONY−41.0%4.9 pts ahead of COIN

What they hold in common

By the books each fund has filed, APLY and CONY hold 64% of their money in the same securities at the same weight.

Positions APLY and CONY both hold, largest shared weight first
HoldingAPLYCONY
TREASURY BILL19.97%25.29%
TREASURY BILL19.47%37.96%
TREASURY BILL13.52%25.76%
TREASURY BILL19.80%7.55%
TREASURY BILL27.23%3.44%

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.

Performance, window by window

APLY and CONY over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
APLYCONYAPLYCONYAPLYCONY
3 months+8.2%+10.8%8.3%16.9%−6.1 pts+1.2 pts
6 months+21.6%−4.2%18.2%30.2%−11.4 pts+6.2 pts
1 year+26.4%−41.0%32.4%40.0%−18.6 pts+4.9 pts
3 years+52.2%+30.7%69.8%162.8%−38.8 pts−84.8 pts
Since launch+55.8%+37.6%74.3%171.5%−47.0 pts−83.7 pts
Open the live comparison on ETFIQ
APLY and CONY 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
CONY
YieldMax(R) COIN Option Income Strategy ETF
Synthetic covered call on COIN, paying weekly
IssuerYieldMaxYieldMax
Strategysynthetic covered callsynthetic covered call
BenchmarkApple (AAPL)Coinbase (COIN)
Paysweeklyweekly
Payout rate, annualized19.8%91.0%
Expense ratio1.04%1.04%
Cash paid, 1 year32.4%40.0%
Price change, 1 year−9.6%−72.9%
Total return, 1 year+26.4%−41.0%
Benchmark return, 1 year+45.0%−45.9%
Ahead or behind−18.6 pts+4.9 pts
Return of capital, latest estimate84%59%
Age1242 days1123 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).

CONY in plain words

Over the year to Sep 11, 2026, CONY paid 40.0% of its starting value in cash distributions while its price fell 72.9%. With every distribution reinvested, the fund returned −41.0%. Coinbase (COIN) returned −45.9% over the same days, so a holder was ahead by 4.9 pts. At its price on Sep 11, 2026 the latest distribution annualizes to 91.0%, paid weekly. YieldMax estimates that 59% 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).

Questions people ask

Which paid more, APLY or CONY?
Over the year to Sep 11, 2026, APLY paid 32.4% of its starting price in cash and CONY paid 40.0%, so CONY 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 CONY?
With every distribution reinvested, APLY returned +26.4% and CONY returned −41.0% over the year to Sep 11, 2026, so APLY returned more.
Which is cheaper, APLY or CONY?
APLY charges 1.04% a year and CONY charges 1.04%, so APLY 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 CONY, 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 CONY, data as of Sep 11, 2026. https://etfiq.com/compare/income/aply-vs-cony Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources