PLTY vs UPAR
YieldMax PLTR Option Income Strategy ETF vs UPAR Ultra Risk Parity ETF
Which is better, PLTY or UPAR?
PLTY has been ahead.
UPAR 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 | UPAR |
|---|---|---|
| Expense Ratio | 1.07% | 0.68%Best |
| AUM | $387M | $54M |
| Dividend Yield | 79.70% | 3.47% |
| Holdings | 34 | 141 |
| YTD Return | +20.52%Best | -0.01% |
| 1Y Return | +13.11%Best | +1.17% |
| 3Y Return (annualized) | - | +12.12% |
| Volatility (annualized) | 53.0% | 15.0%Best |
| Max Drawdown | -41.4% | -13.4%Best |
| $10,000 over 2 years | $30,405Best | $11,257 |
| Fund Family | YieldMax ETF | Rpar ETF |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Oct 7, 2024 | Jan 3, 2022 |
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 UPAR 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.
PLTY vs UPAR Performance
YieldMax PLTR Option Income Strategy ETF (PLTY) is an ETF from YieldMax ETF and UPAR Ultra Risk Parity ETF (UPAR) is an ETF from Rpar ETF. Over the past year PLTY returned +13.11% while UPAR returned +1.17%. Year to date, PLTY is up 20.52% versus a loss of 0.01% for UPAR.
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 15.0% for UPAR. 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 -13.4% for UPAR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.00. They move largely independently of each other.
Fees and Cost Over Time
PLTY charges 1.07% per year while UPAR charges 0.68%. On a $10,000 position that is $107 vs $68 annually, a gap of $39 per year that compounds over a long holding period. On income, PLTY currently yields 79.70% against 3.47% for UPAR.
Holdings Overlap
We hold position weights for 1 holding in PLTY and 130 in UPAR, totalling 40.5% and 47.3% 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 130 in UPAR, against full books of 34 and 141.
You are not choosing between two funds in isolation.
Whichever of PLTY and UPAR 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 UPAR?
PLTY has an expense ratio of 1.07% while UPAR charges 0.68%. UPAR is the cheaper option, by $39 a year on a $10,000 investment.
Which performed better, PLTY or UPAR?
Over the past year PLTY returned +13.11% vs +1.17% for UPAR, so PLTY leads on 1-year performance. Over the longest common window we track (2 years), PLTY annualized +74.37% vs +6.10% for UPAR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PLTY or UPAR?
PLTY has been the more volatile fund at 53.0% annualized versus 15.0% for UPAR. Worst drawdown: PLTY -41.4% vs UPAR -13.4%.
Should I hold both PLTY and UPAR?
PLTY and UPAR have a monthly-return correlation of 0.00, 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 UPAR?
PLTY yields 79.70% while UPAR yields 3.47%, so PLTY currently pays the higher dividend yield.
Is UPAR better than PLTY?
UPAR 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.