PLTY vs XBOC
YieldMax PLTR Option Income Strategy ETF vs Innovator US Equity Accelerated 9 Buffer ETF - October
Which is better, PLTY or XBOC?
PLTY has been ahead.
XBOC 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 | XBOC |
|---|---|---|
| Expense Ratio | 1.07% | 0.79%Best |
| AUM | $387M | $64M |
| Dividend Yield | 79.70% | 0.00% |
| Holdings | 34 | 21 |
| YTD Return | +20.52%Best | +9.12% |
| 1Y Return | +13.11%Best | +12.15% |
| 3Y Return (annualized) | - | +11.40% |
| 5Y Return (annualized) | - | +8.40% |
| Volatility (annualized) | 53.0% | 6.5%Best |
| Max Drawdown | -41.4% | -12.5%Best |
| $10,000 over 2 years | $30,405Best | $12,339 |
| Fund Family | YieldMax ETF | Innovator ETFs Trust |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Oct 7, 2024 | Oct 1, 2021 |
Not shown on this pair: 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 XBOC 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 XBOC Performance
YieldMax PLTR Option Income Strategy ETF (PLTY) is an ETF from YieldMax ETF and Innovator US Equity Accelerated 9 Buffer ETF - October (XBOC) is an ETF from Innovator ETFs Trust. Over the past year PLTY returned +13.11% while XBOC returned +12.15%. Year to date, PLTY is up 20.52% versus a gain of 9.12% for XBOC.
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 6.5% for XBOC. 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 -12.5% for XBOC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.12. They move largely independently of each other.
Fees and Cost Over Time
PLTY charges 1.07% per year while XBOC 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 XBOC.
Holdings Overlap
We hold position weights for 1 holding in PLTY and 1 in XBOC, totalling 40.5% and 99.2% 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 1 in XBOC, against full books of 34 and 21.
You are not choosing between two funds in isolation.
Whichever of PLTY and XBOC 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 XBOC?
PLTY has an expense ratio of 1.07% while XBOC charges 0.79%. XBOC is the cheaper option, by $28 a year on a $10,000 investment.
Which performed better, PLTY or XBOC?
Over the past year PLTY returned +13.11% vs +12.15% for XBOC, so PLTY leads on 1-year performance. Over the longest common window we track (2 years), PLTY annualized +74.37% vs +11.08% for XBOC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PLTY or XBOC?
PLTY has been the more volatile fund at 53.0% annualized versus 6.5% for XBOC. Worst drawdown: PLTY -41.4% vs XBOC -12.5%.
Should I hold both PLTY and XBOC?
PLTY and XBOC have a monthly-return correlation of 0.12, 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 XBOC?
PLTY yields 79.70% while XBOC yields 0.00%, so PLTY currently pays the higher dividend yield.
Is XBOC better than PLTY?
XBOC 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.