PLTY vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricPLTYVXUSWinner
Expense Ratio1.07%0.05%
AUM$332M$156.5B
Dividend Yield127.52%2.60%
Holdings208,747
YTD Return+8.33%+14.57%
1Y Return-0.55%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)51.3%15.1%
Max Drawdown-41.4%-39.9%
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
InceptionOct 7, 2024Jan 26, 2011

PLTY vs VXUS Performance

YieldMax PLTR Option Income Strategy ETF (PLTY) is a ETF from YieldMax ETF and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year PLTY returned -0.55% while VXUS returned +27.82%. Year to date, PLTY is up 8.33% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

PLTY has been the more volatile fund, with annualized monthly volatility of 51.3% compared with 15.1% for VXUS. 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 -39.9% for VXUS. 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 -0.14. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PLTY charges 1.07% per year while VXUS charges 0.05%. On a $10,000 position that is $107 vs $5 annually, a gap of $102 per year that compounds over a long holding period. On income, PLTY currently yields 127.52% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

PLTY and VXUS share 0 holdings out of 7864 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, PLTY or VXUS?

PLTY has an expense ratio of 1.07% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $102 per year of difference.

Which performed better, PLTY or VXUS?

Over the past year PLTY returned -0.55% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), PLTY annualized +74.07% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, PLTY or VXUS?

PLTY has been the more volatile fund at 51.3% annualized versus 15.1% for VXUS. Worst drawdown: PLTY -41.4% vs VXUS -39.9%.

Should I hold both PLTY and VXUS?

PLTY and VXUS have a monthly-return correlation of -0.14, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PLTY and VXUS?

PLTY and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7864 unique securities.

Which pays a higher dividend, PLTY or VXUS?

PLTY yields 127.52% while VXUS yields 2.60%, so PLTY currently pays the higher dividend yield.

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