PLTY vs TJUL
YieldMax PLTR Option Income Strategy ETF vs Innovator Equity Defined Protection ETF - 2 Yr to July 2027
Which is better, PLTY or TJUL?
PLTY has been ahead.
TJUL 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 | PLTY | TJUL |
|---|---|---|
| Expense Ratio | 1.07% | 0.79%Best |
| AUM | $387M | $115M |
| Dividend Yield | 79.70% | 0.00% |
| Holdings | 34 | 15 |
| YTD Return | +20.52%Best | +3.68% |
| 1Y Return | +13.11%Best | +4.83% |
| 3Y Return (annualized) | - | +7.68% |
| Volatility (annualized) | 53.0% | 2.3%Best |
| Max Drawdown | -41.4% | -4.6%Best |
| $10,000 over 2 years | $30,405Best | $11,202 |
| Fund Family | YieldMax ETF | Innovator ETFs Trust |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Oct 7, 2024 | Jul 18, 2023 |
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).
PLTY vs TJUL 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
PLTY vs TJUL Performance
YieldMax PLTR Option Income Strategy ETF (PLTY) is an ETF from YieldMax ETF and Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) is an ETF from Innovator ETFs Trust. Over the past year PLTY returned +13.11% while TJUL returned +4.83%. Year to date, PLTY is up 20.52% versus a gain of 3.68% for TJUL.
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 2.3% for TJUL. 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 -41.4% for PLTY and -4.6% for TJUL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.15. They move largely independently of each other.
Fees and Cost Over Time
PLTY charges 1.07% per year while TJUL charges 0.79%. On a $10,000 position that is $107 vs $79 annually, a gap of $28 per year that compounds over a long holding period. On income, PLTY currently yields 79.70% against 0.00% for TJUL.
You are not choosing between two funds in isolation.
Whichever of PLTY and TJUL 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, PLTY or TJUL?
PLTY has an expense ratio of 1.07% while TJUL charges 0.79%. TJUL is the cheaper option, by $28 a year on a $10,000 investment.
Which performed better, PLTY or TJUL?
Over the past year PLTY returned +13.11% vs +4.83% for TJUL, so PLTY leads on 1-year performance. Over the longest common window we track (2 years), PLTY annualized +74.37% vs +5.84% for TJUL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PLTY or TJUL?
PLTY has been the more volatile fund at 53.0% annualized versus 2.3% for TJUL. Worst drawdown: PLTY -41.4% vs TJUL -4.6%.
Should I hold both PLTY and TJUL?
PLTY and TJUL have a monthly-return correlation of 0.15, 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, PLTY or TJUL?
PLTY yields 79.70% while TJUL yields 0.00%, so PLTY currently pays the higher dividend yield.
Is TJUL better than PLTY?
TJUL 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.