Correlation
The correlation between MSTY and PLTY is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
MSTY vs. PLTY
Compare and contrast key facts about YieldMax™ MSTR Option Income Strategy ETF (MSTY) and YieldMax PLTR Option Income Strategy ETF (PLTY).
MSTY and PLTY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MSTY is an actively managed fund by YieldMax. It was launched on Feb 21, 2024. PLTY is an actively managed fund by YieldMax. It was launched on Oct 7, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSTY or PLTY.
Performance
MSTY vs. PLTY - Performance Comparison
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Key characteristics
MSTY:
74.60%
PLTY:
65.08%
MSTY:
-40.83%
PLTY:
-36.61%
MSTY:
-12.24%
PLTY:
-1.82%
Returns By Period
In the year-to-date period, MSTY achieves a 21.09% return, which is significantly lower than PLTY's 45.11% return.
MSTY
21.09%
-5.34%
3.16%
96.48%
N/A
N/A
N/A
PLTY
45.11%
8.88%
60.01%
N/A
N/A
N/A
N/A
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MSTY vs. PLTY - Expense Ratio Comparison
Both MSTY and PLTY have an expense ratio of 0.99%.
Risk-Adjusted Performance
MSTY vs. PLTY — Risk-Adjusted Performance Rank
MSTY
PLTY
MSTY vs. PLTY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax™ MSTR Option Income Strategy ETF (MSTY) 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.
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Dividends
MSTY vs. PLTY - Dividend Comparison
MSTY's dividend yield for the trailing twelve months is around 140.35%, more than PLTY's 53.74% yield.
| TTM | 2024 | |
|---|---|---|
MSTY YieldMax™ MSTR Option Income Strategy ETF | 140.35% | 104.56% |
PLTY YieldMax PLTR Option Income Strategy ETF | 53.74% | 7.85% |
Drawdowns
MSTY vs. PLTY - Drawdown Comparison
The maximum MSTY drawdown since its inception was -40.83%, which is greater than PLTY's maximum drawdown of -36.61%. Use the drawdown chart below to compare losses from any high point for MSTY and PLTY.
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Volatility
MSTY vs. PLTY - Volatility Comparison
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