PLTY vs VOO

PLTY vs VOO

Which is better, PLTY or VOO?

Multi Alternative against Large Cap Blend.

VOO has a lower expense ratio. PLTY led over the full window, VOO over 1Y.

Lower Fees: VOOHigher 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

MetricPLTYVOO
Expense Ratio1.07%0.03%Best
AUM$383M$997.4B
Dividend Yield123.43%1.04%
Holdings30509
YTD Return+9.72%+12.25%Best
1Y Return+8.26%+17.03%Best
3Y Return (annualized)-+21.25%
5Y Return (annualized)-+13.08%
Volatility (annualized)54.6%12.8%Best
Max Drawdown-41.4%-18.7%Best
$10,000 over 1.9 years$27,312Best$13,506
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionOct 7, 2024Sep 7, 2010

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 17, 2026 (1.9 years).

PLTY vs VOO 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 VOO Performance

YieldMax PLTR Option Income Strategy ETF (PLTY) is an ETF from YieldMax ETF and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year PLTY returned +8.26% while VOO returned +17.03%. Year to date, PLTY is up 9.72% versus a gain of 12.25% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PLTY has been the more volatile fund, with annualized monthly volatility of 54.6% compared with 12.8% for VOO. 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 -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.23. They move largely independently of each other.

Fees and Cost Over Time

PLTY charges 1.07% per year while VOO charges 0.03%. On a $10,000 position that is $107 vs $3 annually, a gap of $104 per year that compounds over a long holding period. On income, PLTY currently yields 123.43% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 2 holdings in PLTY and 494 in VOO, totalling 24.6% and 99.5% 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 494 in VOO, against full books of 30 and 509.

You are not choosing between two funds in isolation.

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

PLTYVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PLTY or VOO?

PLTY has an expense ratio of 1.07% while VOO charges 0.03%. VOO is the cheaper option, by $104 a year on a $10,000 investment.

Which performed better, PLTY or VOO?

Over the past year PLTY returned +8.26% vs +17.03% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), PLTY annualized +69.69% vs +17.14% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PLTY or VOO?

PLTY has been the more volatile fund at 54.6% annualized versus 12.8% for VOO. Worst drawdown: PLTY -41.4% vs VOO -18.7%.

Should I hold both PLTY and VOO?

PLTY and VOO have a monthly-return correlation of 0.23, 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 VOO?

PLTY yields 123.43% while VOO yields 1.04%, so PLTY currently pays the higher dividend yield.

Is VOO better than PLTY?

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