YieldMax AAPL Option Income Strategy ETF (APLY) ETF Dividend Calculator

Calculate dividends from YieldMax AAPL Option Income Strategy ETF, analyze ETF performance, track distribution history, and plan your ETF investment strategy. See how your ETF investment could grow over time with regular contributions and dividend reinvestment.

📊 Exchange Traded Fund

Dividend Calculator for APLY (With or Without DRIP)

Investment Parametersfor APLY

Adjust parameters for APLY or modify to see different scenarios.

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⚠️ High-Yield ETF Notice

Yield and distribution rates are estimates and change frequently based on ETF price movements and variable distribution amounts. Options-based ETFs like APLY can have dramatically different monthly distributions. Use this calculator for planning purposes only - actual returns may vary significantly.

$100$10,000$100K
0%35.0%200%
-20%3.0%50%
$0$500$5K
-50%-17.0%50%
1 year20 years50 years

Automatically reinvest dividends to buy more shares

Calculate after-tax returns for taxable accounts (not applicable for 401(k), IRA, etc.)

Investment Resultsfor APLY

Projected results after 20 years of investing in APLY

Total Value

$2,367,770

Total Dividends

$4,283,198

Total Contributions

$130,000

Capital Gains

-$2,045,428

Final Dividend Yield63.2%
Annual Dividend Income$1,496,760

Dividend Growth Projectionfor APLY

Visual representation of APLY investment growth over time

Year-by-Year Breakdown

Detailed breakdown of your investment growth over time

Key Milestones

Important milestones in your investment journey

Disclaimer: These calculations are hypothetical projections for educational purposes only. Actual investment returns may vary significantly due to market conditions, dividend changes, and other factors. Not financial advice - consult a qualified advisor before investing.

YieldMax AAPL Option Income Strategy ETF (APLY) ETF Overview

Key metrics and essential information about YieldMax AAPL Option Income Strategy ETF including price, dividend yield, expense ratio, and investment strategy.

ETF Overview

Current Price
$13.57
Dividend Yield
35.0%
Expense Ratio
0.99%
Assets Under Management
$200.0M
Strategy
Single Stock Options Income
Inception Date
12/19/2023

Benchmark

Apple Stock with Options Overlay

Performance Metrics

1-Year Growth:-17.0%
Volatility:23.8%
Beta:1.00

YieldMax AAPL Option Income Strategy ETF (APLY) Holdings & Sector Allocation

Top holdings and sector diversification breakdown for YieldMax AAPL Option Income Strategy ETF

Top Holdings

1
AAPL
Stock
Top 1 Holding
2
Cash
Stock
Top 2 Holding
3
Options
Stock
Top 3 Holding

Note: Holdings shown are approximate top positions. Actual allocations may vary and change over time.

Sector Allocation

Technology100.0%

Diversification: Sector allocation helps reduce risk by spreading investments across different industries.

YieldMax AAPL Option Income Strategy ETF (APLY) Performance & Risk Analysis

Historical performance, risk metrics, and price analysis for YieldMax AAPL Option Income Strategy ETF

Performance Summary

Annual Return
-17.0%
Based on historical data
Dividend Growth
3.0%
Annual growth rate
Risk Level
High
Volatility: 23.8%

52-Week Price Range

52-week price range data not available

Risk Analysis

Risk Metrics

Volatility:23.8%
Beta:1.00
Max Drawdown:47.4%

Risk Assessment

Volatility: Measures price fluctuation. Lower is generally less risky.

Beta: Measures correlation with market. 1.0 = market average.

Max Drawdown: Largest peak-to-trough decline historically.

YieldMax AAPL Option Income Strategy ETF (APLY) Dividend Distribution History

Complete dividend distribution history and upcoming payment dates for YieldMax AAPL Option Income Strategy ETF

Dividend Summary & Schedule

Key information about APLY dividend payments and upcoming schedule

35.0%
Current Dividend Yield
0.99%
Expense Ratio
$0.347
Latest Distribution
Monthly
Distribution Frequency
Yield Volatility Notice

The dividend yield shown above is an estimate based on recent distributions and current ETF price. High-yield ETFs experience significant yield fluctuations due to variable distribution amounts and price changes. Actual yields may differ substantially from estimates.

Upcoming Dividend Dates

Declaration Date:Aug 14, 2025
Ex-Dividend Date:Sep 28, 2025
Record Date:Sep 29, 2025
Payment Date:Oct 23, 2025

What These Dates Mean

Declaration Date
Company announces dividend amount and payment schedule
Ex-Dividend Date
Last day to buy shares and still receive the dividend
Record Date
Company determines who owns shares and is eligible for dividend
Payment Date
Dividend payment is deposited to shareholder accounts

Complete Dividend Payment History

Historical APLY dividend payments, ex-dividend dates, and payment amounts

Quick Summary:

29
Total Payments
Aug 28, 2025
Most Recent
Jun 7, 2023
Oldest
$0.347
Latest Amount

Dividend Reinvestment Plan (DRIP) Information

Understanding APLY dividend reinvestment options and automatic compounding

DRIP Benefits

  • Automatic Compounding: Reinvest dividends to buy more shares automatically
  • No Commission Fees: Avoid trading fees on dividend reinvestment
  • Fractional Shares: Reinvest partial dividends into fractional share ownership
  • Long-term Growth: Accelerate wealth building through compound growth

How to Enroll

1. Contact Your Broker
Call or log into your brokerage account to enable DRIP
2. Confirm Enrollment
Verify that DRIP is active for APLY stock
3. Automatic Reinvestment
Future dividends will automatically buy more shares

DRIP Investment Example

Initial Investment: 100 shares of APLY at $13.57 per share

Annual Dividend Income: N/A(35.0% yield)

With DRIP: After 10 years, you could own approximately 120+ shares through automatic dividend reinvestment, significantly increasing your future income potential.

APLY Dividend Payments

Dividend Yield: APLY currently offers a 35.0% dividend yield, meaning for every $100 invested, you'll receive $0.35 annually in dividend payments.

Payment Schedule: APLY typically pays dividends on a quarterly basis, with payments usually occurring in March, June, September, and December. The ex-dividend date is the cutoff for receiving the next dividend payment.

Dividend Growth: APLY has demonstrated a commitment to increasing dividends over time, providing investors with growing income streams. This dividend growth can help protect against inflation and increase the total return on your investment.

Investment Strategy: Consider APLY for a dividend growth strategy, where you benefit from both current income and increasing dividend payments over time. The consistent payment schedule makes it easier to plan for income needs.

Data Sources

Price and dividend data from Alpha Vantage API. ETF holdings and sector allocation data from fund prospectus and regulatory filings.

ETF Information

Expense Ratio:0.990%
Strategy:Single Stock Options Income
Inception:2023

Important Notice

This ETF dividend calculator is for informational and educational purposes only. Past performance does not guarantee future results. ETF holdings and allocations may change. Always consult with a financial advisor before making investment decisions.