DFND vs PLTY

DFND vs PLTY

Which is better, DFND or PLTY?

PLTY has been ahead.

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

Lower Fees: PLTYHigher 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

MetricDFNDPLTY
Expense Ratio1.75%1.07%Best
AUM$9M$387M
Dividend Yield0.95%79.70%
Holdings7834
Volatility (annualized)10.0%Best45.0%
Max Drawdown-12.2%Best-36.6%
$10,000 over 1.2 years$9,841$28,274Best
Fund FamilySRN AdvisorsYieldMax ETF
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionJan 14, 2016Oct 7, 2024

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 306 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. DFND has data through Dec 12, 2025 and PLTY through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Oct 8, 2024 to Dec 12, 2025 (1.2 years).

Compare DFND against instead:DFND vs SPYDFND vs QQQDFND vs VOODFND vs VTIPLTY against:PLTY vs VXUS

Risk: Volatility and Drawdowns

PLTY has been the more volatile fund, with annualized monthly volatility of 45.0% compared with 10.0% for DFND. 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 -12.2% for DFND and -36.6% 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 0.23. They move largely independently of each other.

Fees and Cost Over Time

DFND charges 1.75% per year while PLTY charges 1.07%. On a $10,000 position that is $175 vs $107 annually, a gap of $68 per year that compounds over a long holding period. On income, DFND currently yields 0.95% against 79.70% for PLTY.

You are not choosing between two funds in isolation.

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

DFNDPLTY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DFND or PLTY?

DFND has an expense ratio of 1.75% while PLTY charges 1.07%. PLTY is the cheaper option, by $68 a year on a $10,000 investment.

Which is riskier, DFND or PLTY?

PLTY has been the more volatile fund at 45.0% annualized versus 10.0% for DFND. Worst drawdown: DFND -12.2% vs PLTY -36.6%.

Should I hold both DFND and PLTY?

DFND and PLTY have a monthly-return correlation of 0.23, 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, DFND or PLTY?

DFND yields 0.95% while PLTY yields 79.70%, so PLTY currently pays the higher dividend yield.

Is PLTY better than DFND?

PLTY 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.