PLTI vs SPY

PLTI vs SPY

Which is better, PLTI or SPY?

Option Writing 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

MetricPLTISPY
Expense Ratio1.13%0.09%Best
AUM$1M$804.7B
Dividend Yield12.52%0.98%
Holdings6505
Fund FamilyREX SharesState Street Investment Management
CategoryAlternativeEquity
StyleOption WritingLarge Cap Blend
InceptionNov 4, 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 106 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. PLTI has data through Jun 9, 2026 and SPY through Sep 23, 2026.

Fees and Cost Over Time

PLTI charges 1.13% per year while SPY charges 0.09%. On a $10,000 position that is $113 vs $9 annually, a gap of $104 per year that compounds over a long holding period. On income, PLTI currently yields 12.52% against 0.98% for SPY.

Holdings Overlap

We hold position weights for 2 holdings in PLTI and 504 in SPY, totalling 112.8% 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 214 days apart, PLTI as of Jan 30, 2026 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 PLTI and 504 in SPY, against full books of 6 and 505.

You are not choosing between two funds in isolation.

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

PLTISPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PLTI or SPY?

PLTI has an expense ratio of 1.13% while SPY charges 0.09%. SPY is the cheaper option, by $104 a year on a $10,000 investment.

Which pays a higher dividend, PLTI or SPY?

PLTI yields 12.52% while SPY yields 0.98%, so PLTI currently pays the higher dividend yield.

Is SPY better than PLTI?

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