NVIT vs. PLTY

Last updated Jun 4, 2026

NVIT (YieldMax NVDA 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 0.29 correlation, their price movements are largely independent. NVIT charges 1.08%/yr vs 0.99%/yr for PLTY.

Performance

NVIT vs. PLTY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax NVDA Performance & Distribution Target 25 ETF (NVIT) and YieldMax PLTR Option Income Strategy ETF (PLTY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, NVIT achieves a 15.44% return, which is significantly higher than PLTY's -13.54% return.

NVIT

• 1D: -2.67%
• 1M: 6.72%
• YTD: 15.44%
• 6M: 19.59%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

PLTY

• 1D: -5.53%
• 1M: 0.30%
• YTD: -13.54%
• 6M: -14.25%
• 1Y: 4.68%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

NVIT vs. PLTY - Yearly Performance Comparison

	2026 (YTD)	2025
NVIT YieldMax NVDA Performance & Distribution Target 25 ETF	15.44%	3.48%
PLTY YieldMax PLTR Option Income Strategy ETF	-13.54%	3.25%

Correlation

The correlation between NVIT and PLTY is 0.29, 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	0.29

Return for Risk

NVIT vs. PLTY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PLTY

PLTY Risk / Return Rank: 10
PLTY Sharpe Ratio Rank: 10
PLTY Sortino Ratio Rank: 11
PLTY Omega Ratio Rank: 12
PLTY Calmar Ratio Rank: 10
PLTY Martin Ratio Rank: 10

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NVIT vs. PLTY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax NVDA Performance & Distribution Target 25 ETF (NVIT) 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.

Sharpe Ratios by Period

	NVIT	PLTY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.11	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.37	1.26	+0.11

Drawdowns

NVIT vs. PLTY - Drawdown Comparison

The maximum NVIT drawdown since its inception was -11.11%, smaller than the maximum PLTY drawdown of -36.61%. Use the drawdown chart below to compare losses from any high point for NVIT and PLTY.

Drawdown Indicators

	NVIT	PLTY	Difference
Max Drawdown Largest peak-to-trough decline	-11.11%	-36.61%	+25.50%
Max Drawdown (1Y) Largest decline over 1 year	—	-34.41%	—
Current Drawdown Current decline from peak	-6.77%	-25.02%	+18.25%
Average Drawdown Average peak-to-trough decline	-2.86%	-12.77%	+9.91%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	17.72%	—

Volatility

Volatility by Period

	NVIT	PLTY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	15.13%	—
Volatility (6M) Calculated over the trailing 6-month period	—	32.38%	—
Volatility (1Y) Calculated over the trailing 1-year period	29.08%	43.50%	-14.42%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.08%	52.94%	-23.86%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.08%	52.94%	-23.86%

NVIT vs. PLTY - Expense Ratio Comparison

NVIT has a 1.08% expense ratio, which is higher than PLTY's 0.99% expense ratio.

Dividends

NVIT vs. PLTY - Dividend Comparison

NVIT's dividend yield for the trailing twelve months is around 12.36%, less than PLTY's 108.80% yield.

Position	TTM	2025	2024
NVIT YieldMax NVDA Performance & Distribution Target 25 ETF	12.36%	2.37%	0.00%
PLTY YieldMax PLTR Option Income Strategy ETF	108.80%	112.44%	7.85%

Frequently Asked Questions

Can I hold both NVIT and PLTY in my portfolio?

NVIT and PLTY have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, NVIT or PLTY?

On fees, PLTY is cheaper at 0.99% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, NVIT or PLTY?

PLTY is cheaper with a 0.99% expense ratio, compared with 1.08% for NVIT.

Which ETF pays a higher dividend yield, NVIT or PLTY?

PLTY has the higher dividend yield at 108.80%, compared with 12.36% for NVIT.

What is the main difference between NVIT and PLTY?

Their fees differ too: 1.08% for NVIT and 0.99% for PLTY.