HF vs PLTY

HF vs PLTY

Which is better, HF or PLTY?

PLTY has been ahead.

PLTY has a lower expense ratio. PLTY led over 1Y.

Lower Fees: PLTYHigher Returns (1Y): PLTY

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

MetricHFPLTY
Expense Ratio1.70%1.07%Best
AUM$21M$387M
Dividend Yield0.89%79.70%
Holdings5734
Fund FamilyDays Global AdvisorsYieldMax ETF
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionAug 2, 2023Oct 7, 2024

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 671 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. HF has data through Dec 12, 2024 and PLTY through Oct 14, 2026.

Compare HF against instead:HF vs SPYHF vs QQQHF vs VOOHF vs VTIPLTY against:PLTY vs VXUS

Fees and Cost Over Time

HF charges 1.70% per year while PLTY charges 1.07%. On a $10,000 position that is $170 vs $107 annually, a gap of $63 per year that compounds over a long holding period. On income, HF currently yields 0.89% against 79.70% for PLTY.

Holdings Overlap

We hold position weights for 16 holdings in HF and 1 in PLTY, totalling 100.0% and 40.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 16 positions we hold weights for in HF and 1 in PLTY, against full books of 57 and 34.

You are not choosing between two funds in isolation.

Whichever of HF and PLTY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

HFPLTY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HF or PLTY?

HF has an expense ratio of 1.70% while PLTY charges 1.07%. PLTY is the cheaper option, by $63 a year on a $10,000 investment.

Which pays a higher dividend, HF or PLTY?

HF yields 0.89% while PLTY yields 79.70%, so PLTY currently pays the higher dividend yield.

Is PLTY better than HF?

PLTY has a lower expense ratio. PLTY led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.