PTIR vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricPTIRVYMWinner
Expense Ratio1.04%0.04%
AUM$279M$79.0B
Dividend Yield16.53%2.86%
Holdings2568
YTD Return-15.92%+16.78%
1Y Return-38.98%+24.43%
3Y Return (annualized)-+18.60%
5Y Return (annualized)-+12.30%
Volatility (annualized)147.6%14.6%
Max Drawdown-79.4%-58.8%
Fund FamilyGraniteSharesVanguard (US)
CategoryAlternativeEquity
InceptionSep 3, 2024Nov 10, 2006

PTIR vs VYM Performance

GraniteShares 2x Long PLTR Daily ETF (PTIR) is a ETF from GraniteShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year PTIR returned -38.98% while VYM returned +24.43%. Year to date, PTIR is down 15.92% versus a gain of 16.78% for VYM.

Risk: Volatility and Drawdowns

PTIR has been the more volatile fund, with annualized monthly volatility of 147.6% compared with 14.6% 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 -79.4% for PTIR and -58.8% for VYM. 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 -0.01. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PTIR charges 1.04% per year while VYM charges 0.04%. On a $10,000 position that is $104 vs $4 annually, a gap of $100 per year that compounds over a long holding period. On income, PTIR currently yields 16.53% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

PTIR and VYM share 0 holdings out of 559 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, PTIR or VYM?

PTIR has an expense ratio of 1.04% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $100 per year of difference.

Which performed better, PTIR or VYM?

Over the past year PTIR returned -38.98% vs +24.43% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), PTIR annualized +269.75% vs +7.11% for VYM. Past performance does not guarantee future results.

Which is riskier, PTIR or VYM?

PTIR has been the more volatile fund at 147.6% annualized versus 14.6% for VYM. Worst drawdown: PTIR -79.4% vs VYM -58.8%.

Should I hold both PTIR and VYM?

PTIR and VYM have a monthly-return correlation of -0.01, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PTIR and VYM?

PTIR and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.

Which pays a higher dividend, PTIR or VYM?

PTIR yields 16.53% while VYM yields 2.86%, so PTIR currently pays the higher dividend yield.

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