PLT vs SPY

PLT vs SPY

Which is better, PLT or SPY?

Leverage Strategy against Large Cap Blend.

SPY has a lower expense ratio.

Lower Fees: SPY

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

MetricPLTSPY
Expense Ratio1.51%0.09%Best
AUM$3M$804.7B
Dividend Yield29.33%0.98%
Holdings10505
Fund FamilyDefiance ETFs, LLCState Street Investment Management
CategoryAlternativeEquity
StyleLeverage StrategyLarge Cap Blend
InceptionAug 18, 2025Jan 22, 1993

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 239 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. PLT has data through Jan 26, 2026 and SPY through Sep 22, 2026.

Fees and Cost Over Time

PLT charges 1.51% per year while SPY charges 0.09%. On a $10,000 position that is $151 vs $9 annually, a gap of $142 per year that compounds over a long holding period. On income, PLT currently yields 29.33% against 0.98% for SPY.

Holdings Overlap

We hold position weights for 2 holdings in PLT and 504 in SPY, totalling 10.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 336 days apart, PLT as of Sep 30, 2025 and SPY as of Sep 1, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 2 positions we hold weights for in PLT and 504 in SPY, against full books of 10 and 505.

You are not choosing between two funds in isolation.

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

PLTSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PLT or SPY?

PLT has an expense ratio of 1.51% while SPY charges 0.09%. SPY is the cheaper option, by $142 a year on a $10,000 investment.

Which pays a higher dividend, PLT or SPY?

PLT yields 29.33% while SPY yields 0.98%, so PLT currently pays the higher dividend yield.

Is SPY better than PLT?

SPY has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.