PortfoliosLab logoPortfoliosLab logo
PLTE.TO vs. PLTY
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PLTE.TO vs. PLTY - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Harvest Palantir Enhanced High Income Shares ETF (PLTE.TO) and YieldMax PLTR Option Income Strategy ETF (PLTY). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

PLTE.TO vs. PLTY - Yearly Performance Comparison


Different Trading Currencies

PLTE.TO is traded in CAD, while PLTY is traded in USD. To make them comparable, the PLTY values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, PLTE.TO achieves a -22.82% return, which is significantly lower than PLTY's -16.66% return.


PLTE.TO

1D
3.41%
1M
5.17%
YTD
-22.82%
6M
-22.26%
1Y
66.37%
3Y*
5Y*
10Y*

PLTY

1D
0.00%
1M
3.59%
YTD
-16.66%
6M
-19.71%
1Y
34.39%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


PLTE.TO vs. PLTY - Expense Ratio Comparison

PLTE.TO has a 0.40% expense ratio, which is lower than PLTY's 0.99% expense ratio.


Return for Risk

PLTE.TO vs. PLTY — Risk / Return Rank

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

PLTE.TO
PLTE.TO Risk / Return Rank: 6060
Overall Rank
PLTE.TO Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
PLTE.TO Sortino Ratio Rank: 6868
Sortino Ratio Rank
PLTE.TO Omega Ratio Rank: 6161
Omega Ratio Rank
PLTE.TO Calmar Ratio Rank: 6464
Calmar Ratio Rank
PLTE.TO Martin Ratio Rank: 4343
Martin Ratio Rank

PLTY
PLTY Risk / Return Rank: 5555
Overall Rank
PLTY Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
PLTY Sortino Ratio Rank: 6161
Sortino Ratio Rank
PLTY Omega Ratio Rank: 5858
Omega Ratio Rank
PLTY Calmar Ratio Rank: 5656
Calmar Ratio Rank
PLTY Martin Ratio Rank: 3838
Martin Ratio Rank
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.

PLTE.TO vs. PLTY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harvest Palantir Enhanced High Income Shares ETF (PLTE.TO) 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.


PLTE.TOPLTYDifference

Sharpe ratio

Return per unit of total volatility

1.06

0.76

+0.30

Sortino ratio

Return per unit of downside risk

1.67

1.21

+0.46

Omega ratio

Gain probability vs. loss probability

1.22

1.17

+0.05

Calmar ratio

Return relative to maximum drawdown

1.58

0.91

+0.67

Martin ratio

Return relative to average drawdown

3.93

2.26

+1.67

PLTE.TO vs. PLTY - Sharpe Ratio Comparison

The current PLTE.TO Sharpe Ratio is 1.06, which is higher than the PLTY Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of PLTE.TO and PLTY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


PLTE.TOPLTYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

0.76

+0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

1.12

1.39

-0.27

Correlation

The correlation between PLTE.TO and PLTY is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

PLTE.TO vs. PLTY - Dividend Comparison

PLTE.TO's dividend yield for the trailing twelve months is around 35.10%, less than PLTY's 120.04% yield.


Drawdowns

PLTE.TO vs. PLTY - Drawdown Comparison

The maximum PLTE.TO drawdown since its inception was -43.92%, which is greater than PLTY's maximum drawdown of -36.47%. Use the drawdown chart below to compare losses from any high point for PLTE.TO and PLTY.


Loading graphics...

Drawdown Indicators


PLTE.TOPLTYDifference

Max Drawdown

Largest peak-to-trough decline

-43.92%

-36.61%

-7.31%

Max Drawdown (1Y)

Largest decline over 1 year

-41.32%

-34.41%

-6.91%

Current Drawdown

Current decline from peak

-33.33%

-24.92%

-8.41%

Average Drawdown

Average peak-to-trough decline

-14.81%

-11.08%

-3.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.62%

13.72%

+2.90%

Volatility

PLTE.TO vs. PLTY - Volatility Comparison

Harvest Palantir Enhanced High Income Shares ETF (PLTE.TO) has a higher volatility of 13.86% compared to YieldMax PLTR Option Income Strategy ETF (PLTY) at 10.22%. This indicates that PLTE.TO's price experiences larger fluctuations and is considered to be riskier than PLTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


PLTE.TOPLTYDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.86%

10.22%

+3.64%

Volatility (6M)

Calculated over the trailing 6-month period

40.75%

31.27%

+9.48%

Volatility (1Y)

Calculated over the trailing 1-year period

62.67%

45.42%

+17.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

70.49%

52.68%

+17.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

70.49%

52.68%

+17.81%