JPO vs PLTY
YieldMax JP Option Income Strategy ETF vs YieldMax PLTR Option Income Strategy ETF
Which is better, JPO or PLTY?
PLTY has been ahead.
JPO 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 | JPO | PLTY |
|---|---|---|
| Expense Ratio | 1.04%Best | 1.07% |
| AUM | $30M | $387M |
| Dividend Yield | 33.70% | 79.70% |
| Holdings | 28 | 34 |
| YTD Return | +2.70% | +20.52%Best |
| 1Y Return | +8.26% | +13.11%Best |
| 3Y Return (annualized) | +14.61% | - |
| Volatility (annualized) | 16.7%Best | 53.0% |
| Max Drawdown | -24.8%Best | -41.4% |
| $10,000 over 2 years | $13,396 | $30,405Best |
| Fund Family | YieldMax ETF | YieldMax ETF |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Sep 11, 2023 | Oct 7, 2024 |
Not shown on this pair: 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).
JPO 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.
JPO vs PLTY Performance
YieldMax JP Option Income Strategy ETF (JPO) is an ETF from YieldMax ETF and YieldMax PLTR Option Income Strategy ETF (PLTY) is an ETF from YieldMax ETF. Over the past year JPO returned +8.26% while PLTY returned +13.11%. Year to date, JPO is up 2.70% 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 16.7% for JPO. 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 -24.8% for JPO 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 0.09. They move largely independently of each other.
Fees and Cost Over Time
JPO charges 1.04% per year while PLTY charges 1.07%. On a $10,000 position that is $104 vs $107 annually, a gap of $3 per year that compounds over a long holding period. On income, JPO currently yields 33.70% against 79.70% for PLTY.
Holdings Overlap
We hold position weights for 4 holdings in JPO and 1 in PLTY, totalling 51.3% 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 4 positions we hold weights for in JPO and 1 in PLTY, against full books of 28 and 34.
You are not choosing between two funds in isolation.
Whichever of JPO 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, JPO or PLTY?
JPO has an expense ratio of 1.04% while PLTY charges 1.07%. JPO is the cheaper option, by $3 a year on a $10,000 investment.
Which performed better, JPO or PLTY?
Over the past year JPO returned +8.26% vs +13.11% for PLTY, so PLTY leads on 1-year performance. Over the longest common window we track (2 years), JPO annualized +15.74% vs +74.37% for PLTY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JPO or PLTY?
PLTY has been the more volatile fund at 53.0% annualized versus 16.7% for JPO. Worst drawdown: JPO -24.8% vs PLTY -41.4%.
Should I hold both JPO and PLTY?
JPO and PLTY have a monthly-return correlation of 0.09, 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, JPO or PLTY?
JPO yields 33.70% while PLTY yields 79.70%, so PLTY currently pays the higher dividend yield.
Is PLTY better than JPO?
JPO 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.