BFEB vs PLTY
Innovator US Equity Buffer ETF - February vs YieldMax PLTR Option Income Strategy ETF
Which is better, BFEB or PLTY?
PLTY has been ahead.
BFEB 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 | BFEB | PLTY |
|---|---|---|
| Expense Ratio | 0.79%Best | 1.07% |
| AUM | $262M | $374M |
| Dividend Yield | 0.00% | 78.09% |
| Holdings | 12 | 34 |
| YTD Return | +12.41% | +24.12%Best |
| 1Y Return | +16.21% | +17.75%Best |
| 3Y Return (annualized) | +17.66% | - |
| 5Y Return (annualized) | +12.04% | - |
| Volatility (annualized) | 8.1%Best | 53.0% |
| Max Drawdown | -13.8%Best | -41.4% |
| $10,000 over 2 years | $13,033 | $31,403Best |
| Fund Family | Innovator ETFs Trust | YieldMax ETF |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Feb 3, 2020 | Oct 7, 2024 |
Not shown on this pair: 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 12, 2026 (2 years).
BFEB 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 covers the 2 years both funds cover.
BFEB vs PLTY Performance
Innovator US Equity Buffer ETF - February (BFEB) 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 BFEB returned +16.21% while PLTY returned +17.75%. Year to date, BFEB is up 12.41% versus a gain of 24.12% 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 8.1% for BFEB. 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 -13.8% for BFEB 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 0.09. They move largely independently of each other.
Fees and Cost Over Time
BFEB 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, BFEB currently yields 0.00% against 78.09% for PLTY.
You are not choosing between two funds in isolation.
Whichever of BFEB 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, BFEB or PLTY?
BFEB has an expense ratio of 0.79% while PLTY charges 1.07%. BFEB is the cheaper option, by $28 a year on a $10,000 investment.
Which performed better, BFEB or PLTY?
Over the past year BFEB returned +16.21% vs +17.75% for PLTY, so PLTY leads on 1-year performance. Over the longest common window we track (2 years), BFEB annualized +14.16% vs +77.21% for PLTY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BFEB or PLTY?
PLTY has been the more volatile fund at 53.0% annualized versus 8.1% for BFEB. Worst drawdown: BFEB -13.8% vs PLTY -41.4%.
Should I hold both BFEB and PLTY?
BFEB and PLTY have a monthly-return correlation of 0.09, 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, BFEB or PLTY?
BFEB yields 0.00% while PLTY yields 78.09%, so PLTY currently pays the higher dividend yield.
Is PLTY better than BFEB?
BFEB 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.