APRH vs PLTY
Innovator Premium Income 20 Barrier ETF - April vs YieldMax PLTR Option Income Strategy ETF
Which is better, APRH or PLTY?
PLTY has been ahead.
APRH has a lower expense ratio. PLTY led over 1Y and the full window.
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
| Metric | APRH | PLTY |
|---|---|---|
| Expense Ratio | 0.79%Best | 1.07% |
| AUM | $25M | $374M |
| Dividend Yield | 5.85% | 78.09% |
| Holdings | 24 | 34 |
| YTD Return | +0.62% | +24.02%Best |
| 1Y Return | +0.20% | +17.66%Best |
| 3Y Return (annualized) | +4.31% | - |
| Volatility (annualized) | 3.7%Best | 53.0% |
| Max Drawdown | -5.9%Best | -41.4% |
| $10,000 over 2 years | $10,580 | $31,333Best |
| Fund Family | Innovator ETFs Trust | YieldMax ETF |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Apr 3, 2023 | Oct 7, 2024 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 8, 2024 to Oct 13, 2026 (2 years).
APRH vs PLTY 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.
APRH vs PLTY Performance
Innovator Premium Income 20 Barrier ETF - April (APRH) is an ETF from Innovator ETFs Trust and YieldMax PLTR Option Income Strategy ETF (PLTY) is an ETF from YieldMax ETF. Over the past year APRH returned +0.20% while PLTY returned +17.66%. Year to date, APRH is up 0.62% versus a gain of 24.02% for PLTY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PLTY has been the more volatile fund, with annualized monthly volatility of 53.0% compared with 3.7% 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 -41.4% for PLTY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.19. They move largely independently of each other.
Fees and Cost Over Time
APRH charges 0.79% per year while PLTY charges 1.07%. On a $10,000 position that is $79 vs $107 annually, a gap of $28 per year that compounds over a long holding period. On income, APRH currently yields 5.85% against 78.09% for PLTY.
You are not choosing between two funds in isolation.
Whichever of APRH and PLTY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, APRH or PLTY?
APRH has an expense ratio of 0.79% while PLTY charges 1.07%. APRH is the cheaper option, by $28 a year on a $10,000 investment.
Which performed better, APRH or PLTY?
Over the past year APRH returned +0.20% vs +17.66% for PLTY, so PLTY leads on 1-year performance. Over the longest common window we track (2 years), APRH annualized +2.86% vs +77.01% for PLTY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, APRH or PLTY?
PLTY has been the more volatile fund at 53.0% annualized versus 3.7% for APRH. Worst drawdown: APRH -5.9% vs PLTY -41.4%.
Should I hold both APRH and PLTY?
APRH and PLTY have a monthly-return correlation of 0.19, 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 PLTY?
APRH yields 5.85% while PLTY yields 78.09%, so PLTY currently pays the higher dividend yield.
Is PLTY better than APRH?
APRH has a lower expense ratio. PLTY led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.