MARO vs PLTY

MARO vs PLTY

Which is better, MARO or PLTY?

PLTY has been ahead.

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

Lower Fees: MAROHigher 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

MetricMAROPLTY
Expense Ratio1.00%Best1.07%
AUM$48M$387M
Dividend Yield207.22%79.70%
Holdings2134
YTD Return-30.99%+20.52%Best
1Y Return-65.63%+13.11%Best
Volatility (annualized)52.8%47.6%Best
Max Drawdown-72.0%-41.4%Best
$10,000 over 1.8 years$3,155$21,483Best
Fund FamilyYieldMax ETFYieldMax ETF
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionDec 9, 2024Oct 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 1.8 years row, are measured over the window both funds cover: Dec 10, 2024 to Oct 14, 2026 (1.8 years).

MARO 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 1.8 years both funds cover.

Compare MARO against instead:MARO vs SPYMARO vs QQQMARO vs VOOMARO vs VTIPLTY against:PLTY vs VXUS

MARO vs PLTY Performance

YieldMax MARA Option Income Strategy ETF (MARO) is an ETF from YieldMax ETF and YieldMax PLTR Option Income Strategy ETF (PLTY) is an ETF from YieldMax ETF. Over the past year MARO returned -65.63% while PLTY returned +13.11%. Year to date, MARO is down 30.99% versus a gain of 20.52% for PLTY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MARO has been the more volatile fund, with annualized monthly volatility of 52.8% compared with 47.6% for PLTY. 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 -72.0% for MARO 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 0.16. They move largely independently of each other.

Fees and Cost Over Time

MARO charges 1.00% per year while PLTY charges 1.07%. On a $10,000 position that is $100 vs $107 annually, a gap of $7 per year that compounds over a long holding period. On income, MARO currently yields 207.22% against 79.70% for PLTY.

Holdings Overlap

We hold position weights for 1 holding in MARO and 1 in PLTY, totalling 0.9% 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 MARO and 1 in PLTY, against full books of 21 and 34.

You are not choosing between two funds in isolation.

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

MAROPLTY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MARO or PLTY?

MARO has an expense ratio of 1.00% while PLTY charges 1.07%. MARO is the cheaper option, by $7 a year on a $10,000 investment.

Which performed better, MARO or PLTY?

Over the past year MARO returned -65.63% vs +13.11% for PLTY, so PLTY leads on 1-year performance. Over the longest common window we track (2 years), MARO annualized -47.32% vs +52.93% for PLTY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MARO or PLTY?

MARO has been the more volatile fund at 52.8% annualized versus 47.6% for PLTY. Worst drawdown: MARO -72.0% vs PLTY -41.4%.

Should I hold both MARO and PLTY?

MARO and PLTY have a monthly-return correlation of 0.16, 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, MARO or PLTY?

MARO yields 207.22% while PLTY yields 79.70%, so MARO currently pays the higher dividend yield.

Is PLTY better than MARO?

MARO 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.