PLTI vs. AIPI
PLTI (REX PLTR Growth & Income ETF) and AIPI (REX AI Equity Premium Income ETF) are both Derivative Income funds from REX. Both are actively managed. A 0.68 correlation means they provide meaningful diversification when combined. PLTI charges 0.99%/yr vs 0.65%/yr for AIPI.
Performance
PLTI vs. AIPI - Performance Comparison
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Returns By Period
In the year-to-date period, PLTI achieves a -20.94% return, which is significantly lower than AIPI's 7.75% return.
PLTI
- 1D
- -4.31%
- 1M
- 3.89%
- YTD
- -20.94%
- 6M
- -22.38%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AIPI
- 1D
- -2.90%
- 1M
- 5.42%
- YTD
- 7.75%
- 6M
- 6.06%
- 1Y
- 26.86%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PLTI vs. AIPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PLTI REX PLTR Growth & Income ETF | -20.94% | -9.13% |
AIPI REX AI Equity Premium Income ETF | 7.75% | -1.31% |
Correlation
The correlation between PLTI and AIPI is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 5, 2025 | 0.68 |
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Return for Risk
PLTI vs. AIPI — Risk / Return Rank
PLTI
AIPI
PLTI vs. AIPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX PLTR Growth & Income ETF (PLTI) and REX AI Equity Premium Income ETF (AIPI). 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
| PLTI | AIPI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.67 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.79 | 0.95 | -1.74 |
Drawdowns
PLTI vs. AIPI - Drawdown Comparison
The maximum PLTI drawdown since its inception was -35.05%, which is greater than AIPI's maximum drawdown of -25.25%. Use the drawdown chart below to compare losses from any high point for PLTI and AIPI.
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Drawdown Indicators
| PLTI | AIPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.05% | -25.25% | -9.80% |
Max Drawdown (1Y)Largest decline over 1 year | — | -14.40% | — |
Current DrawdownCurrent decline from peak | -28.15% | -3.43% | -24.72% |
Average DrawdownAverage peak-to-trough decline | -19.96% | -4.65% | -15.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.64% | — |
Volatility
PLTI vs. AIPI - Volatility Comparison
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Volatility by Period
| PLTI | AIPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.41% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 13.26% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 55.01% | 16.19% | +38.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.01% | 21.45% | +33.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 55.01% | 21.45% | +33.56% |
PLTI vs. AIPI - Expense Ratio Comparison
PLTI has a 0.99% expense ratio, which is higher than AIPI's 0.65% expense ratio.
Dividends
PLTI vs. AIPI - Dividend Comparison
PLTI's dividend yield for the trailing twelve months is around 12.20%, less than AIPI's 35.76% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
AIPI REX AI Equity Premium Income ETF | 35.76% | 37.84% | 18.13% |
PLTI REX PLTR Growth & Income ETF | 12.20% | 1.20% | 0.00% |
Frequently Asked Questions
PLTI and AIPI have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AIPI is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AIPI is cheaper with a 0.65% expense ratio, compared with 0.99% for PLTI.
AIPI has the higher dividend yield at 35.76%, compared with 12.20% for PLTI.
Their fees differ too: 0.99% for PLTI and 0.65% for AIPI.
Find the right allocation for PLTI and AIPI
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