Income funds built on AAPL
3 active income funds that track AAPL, ranked by DT Score, then yield. For reference, AAPL itself returned +28.0% (with dividends) over the last year.
| Fund | Category | Fwd rate | 12m yield | 1Y total ret. | Earned % 1Y | Upside capt. | Downside capt. | Tracking | DT Score | Momentum | Trend |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AAPY Kurv Yield Premium Strategy Apple ETF | Single-Stock Option Income | 11.5% | 10.8% | +25.8% | 209% | 107% | 108% | Closely | 70 | 91 | Uptrend |
| AAPW Roundhill AAPL WeeklyPay ETF | Single-Stock Option Income | 30.9% | 26.3% | +21.7% | 85% | 119% | 122% | Closely | 66 | 82 | Mixed |
| APLY YieldMax AAPL Option Income Strategy ETF | Single-Stock Option Income | 25.0% | 31.4% | +13.7% | 50% | 78% | 80% | Closely | 56 | 83 | Mixed |
How to read this: upside capture is the share of AAPL's gains a fund caught on up days; downside capture is the share of its losses it took on down days. A fund with 60% upside and 90% downside gives up more on the way up than it saves on the way down. Earned % shows whether the payout was covered by total return.
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