PLTW vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricPLTWVYMWinner
Expense Ratio0.99%0.04%
AUM$102M$79.0B
Dividend Yield12.99%2.86%
Holdings5568
YTD Return-18.08%+16.10%
1Y Return-27.87%+25.99%
3Y Return (annualized)-+18.29%
5Y Return (annualized)-+12.35%
Volatility (annualized)76.5%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 -27.87% while VYM returned +25.99%. Year to date, PLTW is down 18.08% versus a gain of 16.10% for VYM.

Risk: Volatility and Drawdowns

PLTW has been the more volatile fund, with annualized monthly volatility of 76.5% 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 -0.32. 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 12.99% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

PLTW and VYM share 0 holdings out of 560 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 -27.87% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), PLTW annualized +33.16% vs +7.08% for VYM. Past performance does not guarantee future results.

Which is riskier, PLTW or VYM?

PLTW has been the more volatile fund at 76.5% 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 -0.32, 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 560 unique securities.

Which pays a higher dividend, PLTW or VYM?

PLTW yields 12.99% while VYM yields 2.86%, so PLTW currently pays the higher dividend yield.

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