PLTW vs VYM

PLTW vs VYM

Which is better, PLTW or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. PLTW led over the full window, VYM over 1Y.

Lower Fees: VYMHigher Returns: split

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

MetricPLTWVYM
Expense Ratio0.99%0.04%Best
AUM$136M$81.6B
Dividend Yield79.83%2.22%
Holdings5613
YTD Return-22.06%+11.35%Best
1Y Return-27.65%+15.34%Best
3Y Return (annualized)-+17.22%
5Y Return (annualized)-+12.30%
Volatility (annualized)77.4%10.3%Best
Max Drawdown-61.7%-14.5%Best
$10,000 over 1.6 years$14,575Best$12,282
Fund FamilyRoundhill InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionFeb 19, 2025Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Feb 19, 2025 to Sep 18, 2026 (1.6 years).

PLTW vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.6 years both funds cover.

PLTW vs VYM Performance

Roundhill PLTR WeeklyPay ETF (PLTW) is an ETF from Roundhill Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year PLTW returned -27.65% while VYM returned +15.34%. Year to date, PLTW is down 22.06% versus a gain of 11.35% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PLTW has been the more volatile fund, with annualized monthly volatility of 77.4% compared with 10.3% 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.29. They move largely independently of each other.

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 79.83% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 2 holdings in PLTW and 557 in VYM, totalling 23.3% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 2 positions we hold weights for in PLTW and 557 in VYM, against full books of 5 and 613.

You are not choosing between two funds in isolation.

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

PLTWVYM

Free for up to 10 holdings. No account needed.

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, by $95 a year on a $10,000 investment.

Which performed better, PLTW or VYM?

Over the past year PLTW returned -27.65% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), PLTW annualized +26.55% vs +13.71% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PLTW or VYM?

PLTW has been the more volatile fund at 77.4% annualized versus 10.3% for VYM. Worst drawdown: PLTW -61.7% vs VYM -14.5%.

Should I hold both PLTW and VYM?

PLTW and VYM have a monthly-return correlation of -0.29, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, PLTW or VYM?

PLTW yields 79.83% while VYM yields 2.22%, so PLTW currently pays the higher dividend yield.

Is VYM better than PLTW?

VYM has a lower expense ratio. PLTW led over the full window, VYM over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.