PLTI vs. NVII
PLTI (REX PLTR Growth & Income ETF) and NVII (REX NVDA Growth & Income ETF) are both Derivative Income funds from REX. Both are actively managed. At a 0.34 correlation, their price movements are largely independent. Both charge a 0.99% expense ratio.
Performance
PLTI vs. NVII - 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 NVII's 9.51% return.
PLTI
- 1D
- -4.31%
- 1M
- 3.89%
- YTD
- -20.94%
- 6M
- -22.38%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
NVII
- 1D
- -7.28%
- 1M
- -3.62%
- YTD
- 9.51%
- 6M
- 10.55%
- 1Y
- 54.78%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PLTI vs. NVII - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PLTI REX PLTR Growth & Income ETF | -20.94% | -9.13% |
NVII REX NVDA Growth & Income ETF | 9.51% | -5.48% |
Correlation
The correlation between PLTI and NVII is 0.34, 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 5, 2025 | 0.34 |
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Return for Risk
PLTI vs. NVII — Risk / Return Rank
PLTI
NVII
PLTI vs. NVII - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX PLTR Growth & Income ETF (PLTI) and REX NVDA Growth & Income ETF (NVII). 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 | NVII | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.57 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.79 | 1.73 | -2.52 |
Drawdowns
PLTI vs. NVII - Drawdown Comparison
The maximum PLTI drawdown since its inception was -35.05%, which is greater than NVII's maximum drawdown of -18.47%. Use the drawdown chart below to compare losses from any high point for PLTI and NVII.
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Drawdown Indicators
| PLTI | NVII | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.05% | -18.47% | -16.58% |
Max Drawdown (1Y)Largest decline over 1 year | — | -18.47% | — |
Current DrawdownCurrent decline from peak | -28.15% | -13.28% | -14.87% |
Average DrawdownAverage peak-to-trough decline | -19.96% | -5.53% | -14.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 7.30% | — |
Volatility
PLTI vs. NVII - Volatility Comparison
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Volatility by Period
| PLTI | NVII | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 13.61% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 26.45% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 55.01% | 35.18% | +19.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.01% | 35.26% | +19.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 55.01% | 35.26% | +19.75% |
PLTI vs. NVII - Expense Ratio Comparison
Both PLTI and NVII have an expense ratio of 0.99%.
Dividends
PLTI vs. NVII - Dividend Comparison
PLTI's dividend yield for the trailing twelve months is around 12.20%, less than NVII's 54.37% yield.
| Position | TTM | 2025 |
|---|---|---|
NVII REX NVDA Growth & Income ETF | 54.37% | 29.17% |
PLTI REX PLTR Growth & Income ETF | 12.20% | 1.20% |
Frequently Asked Questions
PLTI and NVII have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.99% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
PLTI and NVII have the same expense ratio: 0.99% per year.
NVII has the higher dividend yield at 54.37%, compared with 12.20% for PLTI.
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