MSST vs. PLTY
MSST (YieldMax MSTR Performance & Distribution Target 25 ETF) and PLTY (YieldMax PLTR Option Income Strategy ETF) are both Derivative Income funds from YieldMax. Both are actively managed. At a 0.41 correlation, their price movements are largely independent. Both charge a 0.99% expense ratio.
Performance
MSST vs. PLTY - Performance Comparison
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Returns By Period
In the year-to-date period, MSST achieves a -20.98% return, which is significantly lower than PLTY's -16.80% return.
MSST
- 1D
- -7.10%
- 1M
- -34.34%
- YTD
- -20.98%
- 6M
- -31.73%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PLTY
- 1D
- -3.32%
- 1M
- 3.09%
- YTD
- -16.80%
- 6M
- -19.25%
- 1Y
- 10.10%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSST vs. PLTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MSST YieldMax MSTR Performance & Distribution Target 25 ETF | -20.98% | -22.94% |
PLTY YieldMax PLTR Option Income Strategy ETF | -16.80% | 3.25% |
Correlation
The correlation between MSST and PLTY is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 19, 2025 | 0.41 |
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Return for Risk
MSST vs. PLTY — Risk / Return Rank
MSST
PLTY
MSST vs. PLTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax MSTR Performance & Distribution Target 25 ETF (MSST) and YieldMax PLTR Option Income Strategy ETF (PLTY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| MSST | PLTY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.24 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.83 | 1.18 | -2.01 |
Drawdowns
MSST vs. PLTY - Drawdown Comparison
The maximum MSST drawdown since its inception was -44.05%, which is greater than PLTY's maximum drawdown of -36.61%. Use the drawdown chart below to compare losses from any high point for MSST and PLTY.
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Drawdown Indicators
| MSST | PLTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.05% | -36.61% | -7.44% |
Max Drawdown (1Y)Largest decline over 1 year | — | -34.41% | — |
Current DrawdownCurrent decline from peak | -39.11% | -27.84% | -11.27% |
Average DrawdownAverage peak-to-trough decline | -21.28% | -12.84% | -8.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 17.87% | — |
Volatility
MSST vs. PLTY - Volatility Comparison
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Volatility by Period
| MSST | PLTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 14.52% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 32.40% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 72.68% | 43.59% | +29.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 72.68% | 52.89% | +19.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 72.68% | 52.89% | +19.79% |
MSST vs. PLTY - Expense Ratio Comparison
Both MSST and PLTY have an expense ratio of 0.99%.
Dividends
MSST vs. PLTY - Dividend Comparison
MSST's dividend yield for the trailing twelve months is around 17.99%, less than PLTY's 116.08% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
MSST YieldMax MSTR Performance & Distribution Target 25 ETF | 17.99% | 2.71% | 0.00% |
PLTY YieldMax PLTR Option Income Strategy ETF | 116.08% | 112.44% | 7.85% |
Frequently Asked Questions
MSST and PLTY have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.99% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
MSST and PLTY have the same expense ratio: 0.99% per year.
PLTY has the higher dividend yield at 116.08%, compared with 17.99% for MSST.
Find the right allocation for MSST and PLTY
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