PLTY vs XOMO
YieldMax PLTR Option Income Strategy ETF vs YieldMax XOM Option Income Strategy ETF
Which is better, PLTY or XOMO?
Each has led over a different period.
PLTY has a lower expense ratio. PLTY led over the full window, XOMO over 1Y.
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 | XOMO |
|---|---|---|
| Expense Ratio | 1.07%Best | 1.17% |
| AUM | $387M | $38M |
| Dividend Yield | 79.70% | 40.17% |
| Holdings | 34 | 24 |
| YTD Return | +20.52% | +28.36%Best |
| 1Y Return | +13.11% | +37.06%Best |
| 3Y Return (annualized) | - | +12.32% |
| Volatility (annualized) | 53.0% | 19.7%Best |
| Max Drawdown | -41.4% | -17.9%Best |
| $10,000 over 2 years | $30,405Best | $12,632 |
| Fund Family | YieldMax ETF | YieldMax ETF |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Oct 7, 2024 | Aug 30, 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 XOMO 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 XOMO Performance
YieldMax PLTR Option Income Strategy ETF (PLTY) is an ETF from YieldMax ETF and YieldMax XOM Option Income Strategy ETF (XOMO) is an ETF from YieldMax ETF. Over the past year PLTY returned +13.11% while XOMO returned +37.06%. Year to date, PLTY is up 20.52% versus a gain of 28.36% for XOMO.
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 19.7% for XOMO. 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 -17.9% for XOMO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.25. They move largely independently of each other.
Fees and Cost Over Time
PLTY charges 1.07% per year while XOMO charges 1.17%. On a $10,000 position that is $107 vs $117 annually, a gap of $10 per year that compounds over a long holding period. On income, PLTY currently yields 79.70% against 40.17% for XOMO.
Holdings Overlap
We hold position weights for 1 holding in PLTY and 2 in XOMO, totalling 40.5% and 15.0% 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 XOMO, against full books of 34 and 24.
You are not choosing between two funds in isolation.
Whichever of PLTY and XOMO 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 XOMO?
PLTY has an expense ratio of 1.07% while XOMO charges 1.17%. PLTY is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, PLTY or XOMO?
Over the past year PLTY returned +13.11% vs +37.06% for XOMO, so XOMO leads on 1-year performance. Over the longest common window we track (2 years), PLTY annualized +74.37% vs +12.39% for XOMO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PLTY or XOMO?
PLTY has been the more volatile fund at 53.0% annualized versus 19.7% for XOMO. Worst drawdown: PLTY -41.4% vs XOMO -17.9%.
Should I hold both PLTY and XOMO?
PLTY and XOMO have a monthly-return correlation of -0.25, 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 XOMO?
PLTY yields 79.70% while XOMO yields 40.17%, so PLTY currently pays the higher dividend yield.
Is XOMO better than PLTY?
PLTY has a lower expense ratio. PLTY led over the full window, XOMO over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.