PLTW vs VYM

PLTW vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricPLTWVYMWinner
Expense Ratio0.99%0.04%
AUM$144M$81.6B
Dividend Yield138.79%2.24%
Holdings5613
YTD Return-15.02%+14.57%
1Y Return-9.83%+21.08%
3Y Return (annualized)-+18.16%
5Y Return (annualized)-+12.00%
Volatility (annualized)78.7%14.6%
Max Drawdown-61.7%-58.8%
Fund FamilyRoundhill InvestmentsVanguard (US)
CategoryEquityEquity
InceptionFeb 19, 2025Nov 10, 2006

PLTW vs VYM Performance

Roundhill PLTR WeeklyPay ETF (PLTW) is a ETF from Roundhill Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year PLTW returned -9.83% while VYM returned +21.08%. Year to date, PLTW is down 15.02% versus a gain of 14.57% for VYM.

Risk: Volatility and Drawdowns

PLTW has been the more volatile fund, with annualized monthly volatility of 78.7% compared with 14.6% for VYM. 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 -61.7% for PLTW and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.36. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PLTW charges 0.99% per year while VYM charges 0.04%. On a $10,000 position that is $99 vs $4 annually, a gap of $95 per year that compounds over a long holding period. On income, PLTW currently yields 138.79% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

PLTW 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, PLTW or VYM?

PLTW has an expense ratio of 0.99% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $95 per year of difference.

Which performed better, PLTW or VYM?

Over the past year PLTW returned -9.83% vs +21.08% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), PLTW annualized +34.93% vs +6.99% for VYM. Past performance does not guarantee future results.

Which is riskier, PLTW or VYM?

PLTW has been the more volatile fund at 78.7% annualized versus 14.6% for VYM. Worst drawdown: PLTW -61.7% vs VYM -58.8%.

Should I hold both PLTW and VYM?

PLTW and VYM have a monthly-return correlation of -0.36, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PLTW and VYM?

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

Which pays a higher dividend, PLTW or VYM?

PLTW yields 138.79% while VYM yields 2.24%, so PLTW currently pays the higher dividend yield.

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