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AAPY
-0.81 · -3.42%
$22.77 · BATS
AUM:$5.3M
#– of – in Derivative Income ETFs
Educational tool only – Figures 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
Up 19.4% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 0.99% — above average for this category.What is AAPY?
The fund is an actively managed exchange traded fund that seeks current income while maintaining the opportunity for exposure to the share price (i. , the price returns) of the common stock of Apple Inc.
Performance Highlights
Returns (%)
Cost & Yield (%)
Investment Breakdown
Strong Recent Performance
AAPY delivered 19.4% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.99% is above average. Verify whether the strategy justifies the cost.
Broadly Diversified
Top 10 holdings represent just 2.0% of the ETF — exposure spread across many positions.
ETF Information
AUM$5.3M
Expense Ratio0.99%
Dividend Yield13.63%
Holdings1
Inception DateOct 2023
Domicile–
Distribution–
Index–
ProviderKurv Investment Management Inc.
Beta–
CategoryDerivative Income
CurrencyUSD
Portfolio Impact
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6168
+7 points · better diversified