AMZP vs PLTY

AMZP vs PLTY

Which is better, AMZP or PLTY?

PLTY has been ahead.

AMZP has a lower expense ratio. PLTY led over 1Y and the full window.

Lower Fees: AMZPHigher Returns: PLTY

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

MetricAMZPPLTY
Expense Ratio0.99%Best1.07%
AUM$18M$387M
Dividend Yield19.83%79.70%
Holdings2134
YTD Return-4.01%+20.52%Best
1Y Return-0.36%+13.11%Best
Volatility (annualized)32.9%Best53.0%
Max Drawdown-27.4%Best-41.4%
$10,000 over 2 years$12,175$30,405Best
Fund FamilyKurvYieldMax ETF
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionOct 27, 2023Oct 7, 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 14, 2026 (2 years).

AMZP vs PLTY 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 2 years both funds cover.

Compare AMZP against instead:AMZP vs SPYAMZP vs QQQAMZP vs VOOAMZP vs VTIPLTY against:PLTY vs VXUS

AMZP vs PLTY Performance

Kurv Yield Premium Strategy Amazon ETF (AMZP) is an ETF from Kurv and YieldMax PLTR Option Income Strategy ETF (PLTY) is an ETF from YieldMax ETF. Over the past year AMZP returned -0.36% while PLTY returned +13.11%. Year to date, AMZP is down 4.01% versus a gain of 20.52% for PLTY.

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 32.9% for AMZP. 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 -27.4% for AMZP and -41.4% for PLTY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.19. They move largely independently of each other.

Fees and Cost Over Time

AMZP charges 0.99% per year while PLTY charges 1.07%. On a $10,000 position that is $99 vs $107 annually, a gap of $8 per year that compounds over a long holding period. On income, AMZP currently yields 19.83% against 79.70% for PLTY.

Holdings Overlap

We hold position weights for 1 holding in AMZP and 1 in PLTY, totalling 0.6% and 40.5% 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 1 positions we hold weights for in AMZP and 1 in PLTY, against full books of 21 and 34.

You are not choosing between two funds in isolation.

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

AMZPPLTY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AMZP or PLTY?

AMZP has an expense ratio of 0.99% while PLTY charges 1.07%. AMZP is the cheaper option, by $8 a year on a $10,000 investment.

Which performed better, AMZP or PLTY?

Over the past year AMZP returned -0.36% vs +13.11% for PLTY, so PLTY leads on 1-year performance. Over the longest common window we track (2 years), AMZP annualized +10.34% vs +74.37% for PLTY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AMZP or PLTY?

PLTY has been the more volatile fund at 53.0% annualized versus 32.9% for AMZP. Worst drawdown: AMZP -27.4% vs PLTY -41.4%.

Should I hold both AMZP and PLTY?

AMZP and PLTY have a monthly-return correlation of 0.19, 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, AMZP or PLTY?

AMZP yields 19.83% while PLTY yields 79.70%, so PLTY currently pays the higher dividend yield.

Is PLTY better than AMZP?

AMZP 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.