PLTI vs VYM

PLTI vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 613 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricPLTIVYMWinner
Expense Ratio1.13%0.04%
AUM$1M$81.6B
Dividend Yield12.52%2.24%
Holdings6613
YTD Return-21.59%+14.57%
1Y Return-+21.08%
3Y Return (annualized)-+18.16%
5Y Return (annualized)-+12.00%
Volatility (annualized)-14.6%
Max Drawdown-34.4%-58.8%
Fund FamilyREX SharesVanguard (US)
CategoryAlternativeEquity
InceptionNov 4, 2025Nov 10, 2006

PLTI vs VYM Performance

REX PLTR Growth & Income ETF (PLTI) is a ETF from REX Shares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, PLTI is down 21.59% versus a gain of 14.57% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -34.4% for PLTI and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

PLTI charges 1.13% per year while VYM charges 0.04%. On a $10,000 position that is $113 vs $4 annually, a gap of $109 per year that compounds over a long holding period. On income, PLTI currently yields 12.52% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

PLTI and VYM share 0 holdings out of 605 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, PLTI or VYM?

PLTI has an expense ratio of 1.13% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $109 per year of difference.

What is the holdings overlap between PLTI and VYM?

PLTI and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 605 unique securities.

Which pays a higher dividend, PLTI or VYM?

PLTI yields 12.52% while VYM yields 2.24%, so PLTI currently pays the higher dividend yield.

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