PLTY vs QQQ
YieldMax PLTR Option Income Strategy ETF vs Invesco QQQ Trust, Series 1
Which is better, PLTY or QQQ?
Multi Alternative against Large Cap Growth.
QQQ has a lower expense ratio. PLTY led over the full window, QQQ over 1Y.
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
| Metric | PLTY | QQQ |
|---|---|---|
| Expense Ratio | 1.07% | 0.18%Best |
| AUM | $383M | $483.5B |
| Dividend Yield | 123.43% | 0.44% |
| Holdings | 30 | 107 |
| YTD Return | +9.15% | +17.95%Best |
| 1Y Return | +4.01% | +21.77%Best |
| 3Y Return (annualized) | - | +25.63% |
| 5Y Return (annualized) | - | +15.24% |
| Volatility (annualized) | 54.7% | 18.8%Best |
| Max Drawdown | -41.4% | -22.8%Best |
| $10,000 over 1.9 years | $27,138Best | $14,746 |
| Fund Family | YieldMax ETF | Invesco (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Growth |
| Inception | Oct 7, 2024 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 8, 2024 to Sep 18, 2026 (1.9 years).
PLTY vs QQQ 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 1.9 years both funds cover.
PLTY vs QQQ Performance
YieldMax PLTR Option Income Strategy ETF (PLTY) is an ETF from YieldMax ETF and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year PLTY returned +4.01% while QQQ returned +21.77%. Year to date, PLTY is up 9.15% versus a gain of 17.95% for QQQ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PLTY has been the more volatile fund, with annualized monthly volatility of 54.7% compared with 18.8% for QQQ. 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 -41.4% for PLTY and -22.8% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.25. They move largely independently of each other.
Fees and Cost Over Time
PLTY charges 1.07% per year while QQQ charges 0.18%. On a $10,000 position that is $107 vs $18 annually, a gap of $89 per year that compounds over a long holding period. On income, PLTY currently yields 123.43% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 2 holdings in PLTY and 102 in QQQ, totalling 24.6% and 99.9% 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 PLTY and 102 in QQQ, against full books of 30 and 107.
You are not choosing between two funds in isolation.
Whichever of PLTY and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, PLTY or QQQ?
PLTY has an expense ratio of 1.07% while QQQ charges 0.18%. QQQ is the cheaper option, by $89 a year on a $10,000 investment.
Which performed better, PLTY or QQQ?
Over the past year PLTY returned +4.01% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), PLTY annualized +69.12% vs +22.68% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PLTY or QQQ?
PLTY has been the more volatile fund at 54.7% annualized versus 18.8% for QQQ. Worst drawdown: PLTY -41.4% vs QQQ -22.8%.
Should I hold both PLTY and QQQ?
PLTY and QQQ have a monthly-return correlation of 0.25, 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, PLTY or QQQ?
PLTY yields 123.43% while QQQ yields 0.44%, so PLTY currently pays the higher dividend yield.
Is QQQ better than PLTY?
QQQ has a lower expense ratio. PLTY led over the full window, QQQ over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.