APRH vs CONY

APRH vs CONY

Which is better, APRH or CONY?

Each has led over a different period.

APRH has a lower expense ratio. APRH led over 1Y, CONY over 3Y and the full window.

Lower Fees: APRHHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAPRHCONY
Expense Ratio0.79%Best1.04%
AUM$25M$381M
Dividend Yield6.43%119.91%
Holdings2417
YTD Return+0.56%Best-21.83%
1Y Return+0.19%Best-42.68%
3Y Return (annualized)+4.28%+9.76%Best
Volatility (annualized)3.2%Best60.7%
Max Drawdown-5.9%Best-63.6%
$10,000 over 3.2 years$11,477$13,425Best
Fund FamilyInnovator ETFs TrustYieldMax ETF
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionApr 3, 2023Aug 14, 2023

Not shown on this pair: 5Y Return (annualized), Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Aug 15, 2023 to Oct 14, 2026 (3.2 years).

APRH vs CONY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare APRH against instead:APRH vs SPYAPRH vs QQQAPRH vs VOOAPRH vs VTICONY against:CONY vs VXUS

APRH vs CONY Performance

Innovator Premium Income 20 Barrier ETF - April (APRH) is an ETF from Innovator ETFs Trust and YieldMax COIN Option Income Strategy ETF (CONY) is an ETF from YieldMax ETF. Over the past year APRH returned +0.19% while CONY returned -42.68%. Year to date, APRH is up 0.56% versus a loss of 21.83% for CONY.

Over three years, APRH compounded at +4.28% per year against +9.76% for CONY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CONY has been the more volatile fund, with annualized monthly volatility of 60.7% compared with 3.2% for APRH. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -5.9% for APRH and -63.6% for CONY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.31. They move together some of the time, and apart the rest.

Fees and Cost Over Time

APRH charges 0.79% per year while CONY charges 1.04%. On a $10,000 position that is $79 vs $104 annually, a gap of $25 per year that compounds over a long holding period. On income, APRH currently yields 6.43% against 119.91% for CONY.

You are not choosing between two funds in isolation.

Whichever of APRH and CONY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

APRHCONY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, APRH or CONY?

APRH has an expense ratio of 0.79% while CONY charges 1.04%. APRH is the cheaper option, by $25 a year on a $10,000 investment.

Which performed better, APRH or CONY?

Over the past year APRH returned +0.19% vs -42.68% for CONY, so APRH leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, APRH or CONY?

CONY has been the more volatile fund at 60.7% annualized versus 3.2% for APRH. Worst drawdown: APRH -5.9% vs CONY -63.6%.

Should I hold both APRH and CONY?

APRH and CONY have a monthly-return correlation of 0.31, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, APRH or CONY?

APRH yields 6.43% while CONY yields 119.91%, so CONY currently pays the higher dividend yield.

Is CONY better than APRH?

APRH has a lower expense ratio. APRH led over 1Y, CONY over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.