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ETFUK listing UK AAPYLSEOther EquityLeverage Shares PLC · Ireland

IncomeShares Apple (AAPL) Options ETP (AAPY) ETF Analysis | Other Equity

£8.20-0.69 (-7.76%) Previous close · LSE
AUM $210,000
Reward Ratingⓘ39Weak reward assessment · 0.77% 1Y return
Risk Ratingⓘ70High risk assessment

Educational tool only – Scores are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

AAPY returned +0.8% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.55% — moderate cost. Consider how fees compound over long holding periods.

What is AAPY?

IncomeShares Apple (AAPL) Options ETP tracks its benchmark index, providing diversified exposure across 1 holdings. Its ongoing charge is 0.55%.

Performance Highlights

Investment Breakdown

Modest 1-Year Return
AAPY returned 0.8% over the past year.
Moderate Cost
Ongoing charge of 0.55%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 24.4% of the ETF — exposure spread across many positions.
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Openbook Analysis

Performance: Weak (39)

The scoring profile reflects subdued historical performance over the measured period. The ongoing charge of 0.55% should be considered against long-term return expectations. Risk indicators are elevated — volatility warrants consideration (historical).

For informational and educational purposes only. Not financial advice. Past performance is not indicative of future results.

ETF Information
AUM$210,000
Ongoing Charge0.55%
Dividend Yield11.75%
Holdings1
Inception DateSept 2024
DomicileIreland
DistributionMonthly
Index–
ProviderLeverage Shares PLC
Beta–
CategoryOther Equity
CurrencyUSD
Top holdings
Portfolio Impact

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6168
+7 points · better diversified
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Openbook price history2024-09-26 — 2026-10-05Daily adjusted close · 511 observations · source quote units
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Studies, appearance & dates

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Indicators

Wilder-smoothed relative strength, with 30 / 70 reference levels.

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Uses ISF.L (iShares FTSE 100 ETF)

Performance Metrics

Historical returns

6M
+1.4%
1Y
-14.4%
3Y
-12.1%
5Y
-12.1%
OpenBook InsightIf you had invested £10,000 in AAPY 5 years ago, it would have fallen to £8,792 — a loss of £1,208.

Annual Returns

Calendar year performance

AAPY delivered positive returns in 1 of the last 3 calendar years.
YearAAPY
2026 YTD-11.2%
2025-9.8%
2024+12.6%
CAGR 2yr+0.8%
1/3 positive yearsAvg return: -2.8%Worst year: -11.2% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
0%
Negative
Volatility
26.9%
Moderate
Momentum
+1.7%
30-day change
Support Level
7.71
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.

Reward Rating Breakdown

Our reward rating analyses AAPY's attractiveness using 4 weighted factors. Each factor is scored 0-100, then combined using the weights shown below. Past performance does not guarantee future results.

Overall Reward Rating
39
Weak REWARD
Data Coverage: %
Factor Framework
Performance
Has the ETF delivered strong historical returns versus similar ETFs?
Cost Efficiency
Is the ETF cheap to own over long periods?
Income
Does it provide attractive and consistent distributions?
Diversification Quality
Does it spread exposure across holdings, sectors, and regions?
Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Past performance is not indicative of future results.

Risk Rating Breakdown

Our risk rating analyses AAPY using 4 weighted factors. A higher score indicates higher risk. This is a framework for understanding exposure — concentrated funds can still be doing exactly what they're meant to do.

Overall Risk Rating
70
High RISK
Data Coverage: 75%
Factor Framework
Holdings Concentration
How much of the fund sits in its largest positions? Few dominant names mean returns ride on those companies.
Market Exposure
Geographic, sector and cyclical dependencies. High single-country or single-sector weight increases macro sensitivity.
Volatility
Historical price movement, beta and drawdowns — how sharply the fund moves relative to the market.
Income Reliability
How dependable the distribution yield is — cyclical-sector dependency and unusually high yields can flag payout risk.
Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Risk scoring is model-based and past data does not guarantee future results.
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