BDJ vs PLTY
Blackrock Enhanced Equity Dividend Trust vs YieldMax PLTR Option Income Strategy ETF
Which is better, BDJ or PLTY?
Each has led over a different period.
BDJ has a lower expense ratio. BDJ led over 1Y, PLTY over 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 | BDJ | PLTY |
|---|---|---|
| Expense Ratio | 0.84%Best | 1.07% |
| AUM | $1.9B | $387M |
| Dividend Yield | 8.33% | 79.70% |
| Holdings | 307 | 34 |
| YTD Return | +8.50% | +21.33%Best |
| 1Y Return | +15.12%Best | +13.89% |
| 3Y Return (annualized) | +18.25% | - |
| 5Y Return (annualized) | +8.67% | - |
| Volatility (annualized) | 14.8%Best | 53.0% |
| Max Drawdown | -14.4%Best | -41.4% |
| $10,000 over 2 years | $13,188 | $30,562Best |
| Fund Family | BlackRock, Inc. (US) | YieldMax ETF |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Aug 26, 2005 | Oct 7, 2024 |
Not shown on this pair: 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 15, 2026 (2 years).
BDJ 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.
BDJ vs PLTY Performance
Blackrock Enhanced Equity Dividend Trust (BDJ) is an ETF from BlackRock, Inc. (US) and YieldMax PLTR Option Income Strategy ETF (PLTY) is an ETF from YieldMax ETF. Over the past year BDJ returned +15.12% while PLTY returned +13.89%. Year to date, BDJ is up 8.50% versus a gain of 21.33% 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 14.8% for BDJ. 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 -14.4% for BDJ 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 -0.11. They move largely independently of each other.
Fees and Cost Over Time
BDJ charges 0.84% per year while PLTY charges 1.07%. On a $10,000 position that is $84 vs $107 annually, a gap of $23 per year that compounds over a long holding period. On income, BDJ currently yields 8.33% against 79.70% for PLTY.
Holdings Overlap
We hold position weights for 84 holdings in BDJ and 1 in PLTY, totalling 99.3% and 40.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 93 days apart, BDJ as of Jun 30, 2026 and PLTY as of Oct 1, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 84 positions we hold weights for in BDJ and 1 in PLTY, against full books of 307 and 34.
You are not choosing between two funds in isolation.
Whichever of BDJ and PLTY 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, BDJ or PLTY?
BDJ has an expense ratio of 0.84% while PLTY charges 1.07%. BDJ is the cheaper option, by $23 a year on a $10,000 investment.
Which performed better, BDJ or PLTY?
Over the past year BDJ returned +15.12% vs +13.89% for PLTY, so BDJ leads on 1-year performance. Over the longest common window we track (2 years), BDJ annualized +14.84% vs +74.82% for PLTY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BDJ or PLTY?
PLTY has been the more volatile fund at 53.0% annualized versus 14.8% for BDJ. Worst drawdown: BDJ -14.4% vs PLTY -41.4%.
Should I hold both BDJ and PLTY?
BDJ and PLTY have a monthly-return correlation of -0.11, 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, BDJ or PLTY?
BDJ yields 8.33% while PLTY yields 79.70%, so PLTY currently pays the higher dividend yield.
Is PLTY better than BDJ?
BDJ has a lower expense ratio. BDJ led over 1Y, PLTY over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.