NVDY vs PLTY
YieldMax NVDA Option Income Strategy ETF vs YieldMax PLTR Option Income Strategy ETF
Which is better, NVDY or PLTY?
Each has led over a different period.
PLTY has a lower expense ratio. NVDY led over 1Y, PLTY over 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 | NVDY | PLTY |
|---|---|---|
| Expense Ratio | 1.09% | 1.07%Best |
| AUM | $1.4B | $374M |
| Dividend Yield | 57.15% | 78.09% |
| Holdings | 32 | 34 |
| YTD Return | +19.37% | +24.09%Best |
| 1Y Return | +19.87%Best | +13.56% |
| 3Y Return (annualized) | +52.01% | - |
| Volatility (annualized) | 27.9%Best | 53.0% |
| Max Drawdown | -33.9%Best | -41.4% |
| $10,000 over 2 years | $15,979 | $31,545Best |
| Fund Family | YieldMax ETF | YieldMax ETF |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | May 10, 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 9, 2026 (2 years).
NVDY 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.
NVDY vs PLTY Performance
YieldMax NVDA Option Income Strategy ETF (NVDY) is an ETF from YieldMax ETF and YieldMax PLTR Option Income Strategy ETF (PLTY) is an ETF from YieldMax ETF. Over the past year NVDY returned +19.87% while PLTY returned +13.56%. Year to date, NVDY is up 19.37% versus a gain of 24.09% 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 27.9% for NVDY. 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 -33.9% for NVDY 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 0.28. They move largely independently of each other.
Fees and Cost Over Time
NVDY charges 1.09% per year while PLTY charges 1.07%. On a $10,000 position that is $109 vs $107 annually, a gap of $2 per year that compounds over a long holding period. On income, NVDY currently yields 57.15% against 78.09% for PLTY.
Holdings Overlap
We hold position weights for 2 holdings in NVDY and 2 in PLTY, totalling 20.0% and 27.1% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 2 positions appear in both.
2 positions in common, counted across the 2 positions we hold weights for in NVDY and 2 in PLTY, against full books of 32 and 34.
Top Shared Holdings
| Stock | Weight in NVDY | Weight in PLTY | Difference |
|---|---|---|---|
| T 2.375 05/15/27United States Treasury Note/Bond 2.375% 05/15/2027 2.375 05/15/2027 | 17.20% | 23.75% | 6.55% |
| FGXXXFirst American Government Obligations Fund | 2.76% | 3.38% | 0.62% |
You are not choosing between two funds in isolation.
Whichever of NVDY 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, NVDY or PLTY?
NVDY has an expense ratio of 1.09% while PLTY charges 1.07%. PLTY is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, NVDY or PLTY?
Over the past year NVDY returned +19.87% vs +13.56% for PLTY, so NVDY leads on 1-year performance. Over the longest common window we track (2 years), NVDY annualized +26.41% vs +77.61% for PLTY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NVDY or PLTY?
PLTY has been the more volatile fund at 53.0% annualized versus 27.9% for NVDY. Worst drawdown: NVDY -33.9% vs PLTY -41.4%.
Should I hold both NVDY and PLTY?
NVDY and PLTY have a monthly-return correlation of 0.28, 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, NVDY or PLTY?
NVDY yields 57.15% while PLTY yields 78.09%, so PLTY currently pays the higher dividend yield.
Is PLTY better than NVDY?
PLTY has a lower expense ratio. NVDY led over 1Y, PLTY over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.