AAPY ranks 4th and ATC 65th of 71 funds in the Single-Stock Option Income Category.
AAPY vs ATC
AAPY −0.19pt a year
0.99%1.18%
AAPY 21.0×the volume
5.85K278
AAPY vs ATC Performance
+12.7%+14.2%
- AAPY 0.99%, better
- ATC 1.18%
- AAPY $8M
- ATC $1M
- AAPY +28.3%
- ATC
- AAPY 10.78%
- ATC
- AAPY 6
- ATC 1
- AAPY 5.85K sh, better
- ATC 278 sh
- AAPY $28.39
- ATC $23.29
ETF.net Grade
| Pillar | AAPY | ATC |
|---|---|---|
| Cost | A77Higher | F19 |
| Mission | A100 | |
| Risk | A77Higher | B65 |
| Tradability | B63Higher | F14 |
| Holdings | D35 | |
| Durability | B56Higher | F20 |
Rank among Single-Stock Option Income funds
Same Category. AAPY and ATC are both graded against the same 71 Single-Stock Option Income funds, so their Grades compare head to head.
Our read on each fund
AAPYA
ATCD
In short
AAPY Apple income without slamming the brakes on upside: AAPY builds its Apple exposure with options, sells calls above the market rather than at it, and pays monthly. Fee is 0.99% net of a waiver through September 30, 2027 (1.15% gross).
ATC Wall Street's autocallable note, unbundled into a ticker. ATC chases contingent coupons from a laddered book of barrier-linked contracts on Coinbase stock, so income hangs on where COIN sits on set observation dates.
Stated mandate
AAPY The Fund seeks current income while providing exposure to Apple Inc.'s share price, with potential gains limited by its options strategy.
ATC The fund seeks potential monthly income through a portfolio of single-stock autocallable options linked to Coinbase Global Inc.
Why people hold it
Worth knowing
AAPY vs ATC Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
AAPY vs ATC Cost
Overpaying ATC vs AAPY
$3,018
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
AAPY 0.99%
$18,525
ATC 1.18%
$21,543
Cost over time
Year by year
| Year | AAPY | ATC | Overpaying |
|---|---|---|---|
| 10 | $1,746 | $2,065 | $319 |
| 20 | $6,565 | $7,697 | $1,132 |
| 30 | $18,525 | $21,543 | $3,018 |
- 0.99%AAPY, cheaper
- 1.18%ATC
- Middle half of Single-Stock Option Income funds
- Median 1.04%
AAPY 9th cheapest of 71 funds
ATC 48th cheapest of 71 funds
AAPY vs ATC Dividends
- AAPY 10.78%
- ATC
- AAPY $3.05
- ATC
- AAPY $0.25
- ATC $0.74
- AAPY Oct 21, 2026
- ATC Oct 7, 2026
- AAPY Oct 22, 2026
- ATC Oct 9, 2026
- AAPY Monthly
- ATC Monthly
Distribution history
AAPY vs ATC Risk
Fall from peak · 5 years
Risk facts
- Volatility
- AAPY 18.4%ATC
- Return per unit of risk
- AAPY 0.84ATC
- Worst fall
- AAPY −29.2%ATC
- Market sensitivity
- AAPY 0.75ATC 7.83
Popular comparisons
- 0.99% · 0.51%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 1.18% · 0.51%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.99% · 0.75%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 1.18% · 0.75%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.99% · 0.78%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 1.18% · 0.78%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.