MSFO vs PLTY
YieldMax Microsoft Option Income Strategy ETF vs YieldMax PLTR Option Income Strategy ETF
Which is better, MSFO or PLTY?
PLTY has been ahead.
MSFO 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 | MSFO | PLTY |
|---|---|---|
| Expense Ratio | 1.03%Best | 1.07% |
| AUM | $87M | $387M |
| Dividend Yield | 38.50% | 79.70% |
| Holdings | 30 | 34 |
| YTD Return | +10.80% | +20.52%Best |
| 1Y Return | +4.00% | +13.11%Best |
| 3Y Return (annualized) | +16.27% | - |
| Volatility (annualized) | 26.5%Best | 53.0% |
| Max Drawdown | -29.6%Best | -41.4% |
| $10,000 over 2 years | $12,636 | $30,405Best |
| Fund Family | YieldMax ETF | YieldMax ETF |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Aug 24, 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).
MSFO 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.
MSFO vs PLTY Performance
YieldMax Microsoft Option Income Strategy ETF (MSFO) is an ETF from YieldMax ETF and YieldMax PLTR Option Income Strategy ETF (PLTY) is an ETF from YieldMax ETF. Over the past year MSFO returned +4.00% while PLTY returned +13.11%. Year to date, MSFO is up 10.80% 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 26.5% for MSFO. 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 -29.6% for MSFO 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 0.54. They move together some of the time, and apart the rest.
Fees and Cost Over Time
MSFO charges 1.03% per year while PLTY charges 1.07%. On a $10,000 position that is $103 vs $107 annually, a gap of $4 per year that compounds over a long holding period. On income, MSFO currently yields 38.50% against 79.70% for PLTY.
Holdings Overlap
We hold position weights for 2 holdings in MSFO and 1 in PLTY, totalling 26.6% 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 2 positions we hold weights for in MSFO and 1 in PLTY, against full books of 30 and 34.
You are not choosing between two funds in isolation.
Whichever of MSFO 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, MSFO or PLTY?
MSFO has an expense ratio of 1.03% while PLTY charges 1.07%. MSFO is the cheaper option, by $4 a year on a $10,000 investment.
Which performed better, MSFO or PLTY?
Over the past year MSFO returned +4.00% vs +13.11% for PLTY, so PLTY leads on 1-year performance. Over the longest common window we track (2 years), MSFO annualized +12.41% vs +74.37% for PLTY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MSFO or PLTY?
PLTY has been the more volatile fund at 53.0% annualized versus 26.5% for MSFO. Worst drawdown: MSFO -29.6% vs PLTY -41.4%.
Should I hold both MSFO and PLTY?
MSFO and PLTY have a monthly-return correlation of 0.54, 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, MSFO or PLTY?
MSFO yields 38.50% while PLTY yields 79.70%, so PLTY currently pays the higher dividend yield.
Is PLTY better than MSFO?
MSFO 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.