NVII vs. PLTW
NVII (REX NVIDIA Growth & Income ETF) and PLTW (PLTR WeeklyPay™ ETF) are both Derivative Income funds. Both are actively managed. Over the past year, NVII returned 29.35% vs -20.56% for PLTW. At a 0.35 correlation, their price movements are largely independent. Both charge a 0.99% expense ratio.
Performance
NVII vs. PLTW - Performance Comparison
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Returns By Period
In the year-to-date period, NVII achieves a 13.29% return, which is significantly higher than PLTW's -31.68% return.
NVII
- 1D
- -1.83%
- 1M
- 1.41%
- 6M
- 11.95%
- YTD
- 13.29%
- 1Y
- 29.35%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PLTW
- 1D
- 0.42%
- 1M
- 0.62%
- 6M
- -31.01%
- YTD
- -31.68%
- 1Y
- -20.56%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
NVII vs. PLTW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
NVII REX NVIDIA Growth & Income ETF | 13.29% | 47.63% |
PLTW PLTR WeeklyPay™ ETF | -31.68% | 47.02% |
Correlation
The correlation between NVII and PLTW is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since May 28, 2025 | 0.35 |
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Return for Risk
NVII vs. PLTW — Risk / Return Rank
NVII
PLTW
NVII vs. PLTW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX NVIDIA Growth & Income ETF (NVII) and PLTR WeeklyPay™ ETF (PLTW). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NVII | PLTW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.15 | ||
| Sortino ratioReturn per unit of downside risk | +1.36 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 0.99 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.59 | -0.36 | +1.95 |
| Martin ratioReturn relative to average drawdown | 3.46 | -0.69 | +4.15 |
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Drawdowns
NVII vs. PLTW - Drawdown Comparison
The maximum NVII drawdown since its inception was -18.56%, smaller than the maximum PLTW drawdown of -57.27%. Use the drawdown chart below to compare losses from any high point for NVII and PLTW.
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Drawdown Indicators
| NVII | PLTW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.56% | -57.27% | +38.71% |
Max Drawdown (1Y)Largest decline over 1 year | -18.56% | -57.27% | +38.71% |
Current DrawdownCurrent decline from peak | -10.29% | -44.12% | +33.83% |
Average DrawdownAverage peak-to-trough decline | -6.23% | -24.49% | +18.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.51% | 29.84% | -21.33% |
Volatility
NVII vs. PLTW - Volatility Comparison
The current volatility for REX NVIDIA Growth & Income ETF (NVII) is 10.42%, while PLTR WeeklyPay™ ETF (PLTW) has a volatility of 18.73%. This indicates that NVII experiences smaller price fluctuations and is considered to be less risky than PLTW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NVII | PLTW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.42% | 18.73% | -8.31% |
Volatility (6M)Calculated over the trailing 6-month period | 27.93% | 48.03% | -20.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.25% | 61.70% | -25.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.52% | 73.81% | -38.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.52% | 73.81% | -38.29% |
NVII vs. PLTW - Expense Ratio Comparison
Both NVII and PLTW have an expense ratio of 0.99%.
Dividends
NVII vs. PLTW - Dividend Comparison
NVII's dividend yield for the trailing twelve months is around 55.68%, less than PLTW's 126.22% yield.
| Position | TTM | 2025 |
|---|---|---|
NVII REX NVIDIA Growth & Income ETF | 55.68% | 29.17% |
PLTW PLTR WeeklyPay™ ETF | 126.22% | 72.40% |
Frequently Asked Questions
NVII and PLTW have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLTW has higher volatility (18.73%) compared to NVII (10.42%). In terms of maximum drawdown, NVII dropped -18.56% vs PLTW's -57.27%.
On 1-year performance, NVII leads with 29.35% vs -20.56% for PLTW. Both ETFs have the same 0.99% expense ratio. On volatility, NVII has been the lower-risk option at 10.42%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, NVII has performed better with a 29.35% return vs -20.56%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
NVII and PLTW have the same expense ratio: 0.99% per year.
PLTW has the higher dividend yield at 126.22%, compared with 55.68% for NVII.
They also come from different issuers: REX and Roundhill.
NVII currently has the higher Sharpe Ratio (0.81 vs -0.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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