PLTY vs TSPY

PLTY vs TSPY

Which is better, PLTY or TSPY?

Each has led over a different period.

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

Lower Fees: TSPYHigher Returns: split

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

MetricPLTYTSPY
Expense Ratio1.07%0.71%Best
AUM$387M$366M
Dividend Yield79.70%15.20%
Holdings343
YTD Return+20.52%Best+10.14%
1Y Return+13.11%+14.60%Best
Volatility (annualized)53.0%12.7%Best
Max Drawdown-41.4%-18.0%Best
$10,000 over 2 years$30,405Best$13,103
Fund FamilyYieldMax ETFTappAlpha
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionOct 7, 2024Aug 14, 2024

Not shown on this pair: 3Y Return (annualized), 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 TSPY 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.

Compare PLTY against instead:PLTY vs SPYPLTY vs QQQPLTY vs VOOPLTY vs VTITSPY against:TSPY vs VXUS

PLTY vs TSPY Performance

YieldMax PLTR Option Income Strategy ETF (PLTY) is an ETF from YieldMax ETF and TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) is an ETF from TappAlpha. Over the past year PLTY returned +13.11% while TSPY returned +14.60%. Year to date, PLTY is up 20.52% versus a gain of 10.14% for TSPY.

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 12.7% for TSPY. 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 -18.0% for TSPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.17. They move largely independently of each other.

Fees and Cost Over Time

PLTY charges 1.07% per year while TSPY charges 0.71%. On a $10,000 position that is $107 vs $71 annually, a gap of $36 per year that compounds over a long holding period. On income, PLTY currently yields 79.70% against 15.20% for TSPY.

Holdings Overlap

We hold position weights for 1 holding in PLTY and 2 in TSPY, totalling 40.5% and 99.8% 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 PLTY and 2 in TSPY, against full books of 34 and 3.

You are not choosing between two funds in isolation.

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

PLTYTSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PLTY or TSPY?

PLTY has an expense ratio of 1.07% while TSPY charges 0.71%. TSPY is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, PLTY or TSPY?

Over the past year PLTY returned +13.11% vs +14.60% for TSPY, so TSPY leads on 1-year performance. Over the longest common window we track (2 years), PLTY annualized +74.37% vs +14.47% for TSPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PLTY or TSPY?

PLTY has been the more volatile fund at 53.0% annualized versus 12.7% for TSPY. Worst drawdown: PLTY -41.4% vs TSPY -18.0%.

Should I hold both PLTY and TSPY?

PLTY and TSPY have a monthly-return correlation of 0.17, 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 TSPY?

PLTY yields 79.70% while TSPY yields 15.20%, so PLTY currently pays the higher dividend yield.

Is TSPY better than PLTY?

TSPY has a lower expense ratio. PLTY led over the full window, TSPY over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.