PLT vs VYM

PLT vs VYM

Which is better, PLT or VYM?

Leverage Strategy against Large Cap Value.

VYM has a lower expense ratio.

Lower Fees: VYM

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

MetricPLTVYM
Expense Ratio1.51%0.04%Best
AUM$3M$81.6B
Dividend Yield29.33%2.22%
Holdings10613
Fund FamilyDefiance ETFs, LLCVanguard (US)
CategoryAlternativeEquity
StyleLeverage StrategyLarge Cap Value
InceptionAug 18, 2025Nov 10, 2006

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 240 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 VYM through Sep 23, 2026.

Fees and Cost Over Time

PLT charges 1.51% per year while VYM charges 0.04%. On a $10,000 position that is $151 vs $4 annually, a gap of $147 per year that compounds over a long holding period. On income, PLT currently yields 29.33% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 2 holdings in PLT and 557 in VYM, totalling 10.0% and 99.2% 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 304 days apart, PLT as of Sep 30, 2025 and VYM as of Jul 31, 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 557 in VYM, against full books of 10 and 613.

You are not choosing between two funds in isolation.

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

PLTVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PLT or VYM?

PLT has an expense ratio of 1.51% while VYM charges 0.04%. VYM is the cheaper option, by $147 a year on a $10,000 investment.

Which pays a higher dividend, PLT or VYM?

PLT yields 29.33% while VYM yields 2.22%, so PLT currently pays the higher dividend yield.

Is VYM better than PLT?

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