PLTY vs ZJUL
YieldMax PLTR Option Income Strategy ETF vs Innovator Equity Defined Protection ETF - 1 Yr July
Which is better, PLTY or ZJUL?
PLTY has been ahead.
ZJUL has a lower expense ratio. PLTY led over 1Y and the full window.
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 | ZJUL |
|---|---|---|
| Expense Ratio | 1.07% | 0.79%Best |
| AUM | $374M | $194M |
| Dividend Yield | 78.09% | 0.00% |
| Holdings | 34 | 21 |
| YTD Return | +24.09%Best | +4.71% |
| 1Y Return | +13.56%Best | +5.86% |
| Volatility (annualized) | 53.0% | 3.4%Best |
| Max Drawdown | -41.4% | -5.5%Best |
| $10,000 over 2 years | $31,545Best | $11,385 |
| Fund Family | YieldMax ETF | Innovator ETFs Trust |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Oct 7, 2024 | Jul 1, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 8, 2024 to Oct 9, 2026 (2 years).
PLTY vs ZJUL 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
PLTY vs ZJUL Performance
YieldMax PLTR Option Income Strategy ETF (PLTY) is an ETF from YieldMax ETF and Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) is an ETF from Innovator ETFs Trust. Over the past year PLTY returned +13.56% while ZJUL returned +5.86%. Year to date, PLTY is up 24.09% versus a gain of 4.71% for ZJUL.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PLTY has been the more volatile fund, with annualized monthly volatility of 53.0% compared with 3.4% for ZJUL. 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 -5.5% for ZJUL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.15. They move largely independently of each other.
Fees and Cost Over Time
PLTY charges 1.07% per year while ZJUL charges 0.79%. On a $10,000 position that is $107 vs $79 annually, a gap of $28 per year that compounds over a long holding period. On income, PLTY currently yields 78.09% against 0.00% for ZJUL.
Holdings Overlap
We hold position weights for 2 holdings in PLTY and 1 in ZJUL, totalling 27.1% and 99.8% 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 1 in ZJUL, against full books of 34 and 21.
You are not choosing between two funds in isolation.
Whichever of PLTY and ZJUL 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 ZJUL?
PLTY has an expense ratio of 1.07% while ZJUL charges 0.79%. ZJUL is the cheaper option, by $28 a year on a $10,000 investment.
Which performed better, PLTY or ZJUL?
Over the past year PLTY returned +13.56% vs +5.86% for ZJUL, so PLTY leads on 1-year performance. Over the longest common window we track (2 years), PLTY annualized +77.61% vs +6.70% for ZJUL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PLTY or ZJUL?
PLTY has been the more volatile fund at 53.0% annualized versus 3.4% for ZJUL. Worst drawdown: PLTY -41.4% vs ZJUL -5.5%.
Should I hold both PLTY and ZJUL?
PLTY and ZJUL have a monthly-return correlation of 0.15, 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 ZJUL?
PLTY yields 78.09% while ZJUL yields 0.00%, so PLTY currently pays the higher dividend yield.
Is ZJUL better than PLTY?
ZJUL has a lower expense ratio. PLTY led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.