AAPY ranks 4th and PLA 40th of 71 funds in the Single-Stock Option Income Category.
AAPY vs PLA
AAPY −0.19pt a year
0.99%1.18%
AAPY 1.3×the volume
5.85K4.5K
AAPY vs PLA Performance
+12.7%+12.1%
- AAPY 0.99%, better
- PLA 1.18%
- AAPY $8M
- PLA $6M
- AAPY +28.3%
- PLA
- AAPY 10.78%
- PLA
- AAPY 6
- PLA 6
- AAPY 5.85K sh, better
- PLA 4.5K sh
- AAPY $28.39
- PLA $25.55
ETF.net Grade
| Pillar | AAPY | PLA |
|---|---|---|
| Cost | A77Higher | F19 |
| Mission | A100 | |
| Risk | A77 | A92Higher |
| Tradability | B63Higher | C42 |
| Holdings | D35 | |
| Durability | B56Higher | C47 |
Rank among Single-Stock Option Income funds
Same Category. AAPY and PLA 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
PLAC
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).
PLA Structured-note plumbing in ETF packaging. PLA holds a laddered book of autocallables on Palantir, paying coupons only while the stock stays above set barriers, with losses tracking PLTR below them.
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.
PLA The Fund seeks income and limited downside protection through exposure to autocallables referencing Palantir Technologies Inc., with a laddered structure intended to support recurring income and reduce timing risk.
Why people hold it
Worth knowing
AAPY vs PLA 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 PLA Cost
Overpaying PLA vs AAPY
$3,018
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
AAPY 0.99%
$18,525
PLA 1.18%
$21,543
Cost over time
Year by year
| Year | AAPY | PLA | 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%PLA
- Middle half of Single-Stock Option Income funds
- Median 1.04%
AAPY 9th cheapest of 71 funds
PLA 48th cheapest of 71 funds
AAPY vs PLA Dividends
- AAPY 10.78%
- PLA
- AAPY $3.05
- PLA
- AAPY $0.25
- PLA $0.42
- AAPY Oct 21, 2026
- PLA Oct 7, 2026
- AAPY Oct 22, 2026
- PLA Oct 9, 2026
- AAPY Monthly
- PLA Monthly
Distribution history
AAPY vs PLA Risk
Fall from peak · 5 years
Risk facts
- Volatility
- AAPY 18.4%PLA
- Return per unit of risk
- AAPY 0.84PLA
- Worst fall
- AAPY −29.2%PLA
- Market sensitivity
- AAPY 0.75PLA 0.46
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.