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Data as of .

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

Over the year ULTY paid 46.9% 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) Ultra Option Income Strategy ETF, side by side, income ETFs on ETFIQ.

32.4%APLY cash paid, 1 year
46.9%ULTY cash paid, 1 year
+26.4%APLY total return, 1 year
−5.8%ULTY total return, 1 year

ETFIQ Return Stability Score: APLY scores higher

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

APLY 45.9ULTY 4.79.1, 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%18.6 pts behind AAPL
ULTY23.3 pts behind SPY · 1 year to Sep 11, 2026
SPY+17.5%ULTY−5.8%23.3 pts behind SPYTotal return, distributions reinvestedSPY+17.5%ULTY−5.8%23.3 pts behind SPY

What they hold in common

By the books each fund has filed, APLY and ULTY 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 ULTY
TREASURY BILL 27.23%Alphabet Inc 5.66%
TREASURY BILL 19.97%Analog Devices Inc 5.47%
TREASURY BILL 19.80%Amazon.com Inc 5.16%
TREASURY BILL 19.47%Lam Research Corp 4.99%
TREASURY BILL 13.52%Ciena Corp 4.95%
Quanta Services Inc 4.95%
Lumentum Holdings Inc 4.86%
NVIDIA Corp 4.80%

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 ULTY over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
APLYULTYAPLYULTYAPLYULTY
3 months+8.2%−0.3%8.3%14.2%−6.1 pts−3.6 pts
6 months+21.6%+11.2%18.2%29.8%−11.4 pts−4.8 pts
1 year+26.4%−5.8%32.4%46.9%−18.6 pts−23.3 pts
3 years+52.2%not published69.8%not published−38.8 ptsnot published
Since launch+55.8%+9.0%74.3%86.7%−47.0 pts−45.9 pts
Open the live comparison on ETFIQ
APLY and ULTY 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
ULTY
YieldMax(R) Ultra Option Income Strategy ETF
Synthetic covered call on SPY, paying weekly
IssuerYieldMaxYieldMax
Strategysynthetic covered callsynthetic covered call
BenchmarkApple (AAPL)S&P 500 (SPY), used as a default proxy
Paysweeklyweekly
Payout rate, annualized19.8%61.5%
Expense ratio1.04%1.30%
Cash paid, 1 year32.4%46.9%
Price change, 1 year−9.6%−53.3%
Total return, 1 year+26.4%−5.8%
Benchmark return, 1 year+45.0%+17.5%
Ahead or behind−18.6 pts−23.3 pts
Return of capital, latest estimate84%100%
Age1242 days925 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).

ULTY in plain words

Over the year to Sep 11, 2026, ULTY paid 46.9% of its starting value in cash distributions while its price fell 53.3%. With every distribution reinvested, the fund returned −5.8%. S&P 500 (SPY), used as a default proxy returned +17.5% over the same days, so a holder was behind by 23.3 pts. At its price on Sep 11, 2026 the latest distribution annualizes to 61.5%, paid weekly. YieldMax estimates that 100% of the distribution paid Sep 10, 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 ULTY?
Over the year to Sep 11, 2026, APLY paid 32.4% of its starting price in cash and ULTY paid 46.9%, so ULTY 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 ULTY?
With every distribution reinvested, APLY returned +26.4% and ULTY returned −5.8% over the year to Sep 11, 2026, so APLY returned more.
Which is cheaper, APLY or ULTY?
APLY charges 1.04% a year and ULTY charges 1.30%, 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 ULTY, 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 ULTY, data as of Sep 11, 2026. https://etfiq.com/compare/income/aply-vs-ulty Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources