PLTI vs. SPIN
PLTI (REX PLTR Growth & Income ETF) and SPIN (State Street US Equity Premium Income ETF) are both Derivative Income funds. Both are actively managed. At a 0.46 correlation, their price movements are largely independent. PLTI charges 0.99%/yr vs 0.25%/yr for SPIN.
Performance
PLTI vs. SPIN - 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 SPIN's 0.85% return.
PLTI
- 1D
- -4.31%
- 1M
- 3.89%
- YTD
- -20.94%
- 6M
- -22.38%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SPIN
- 1D
- -2.25%
- 1M
- -0.63%
- YTD
- 0.85%
- 6M
- 1.11%
- 1Y
- 16.97%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PLTI vs. SPIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PLTI REX PLTR Growth & Income ETF | -20.94% | -9.13% |
SPIN State Street US Equity Premium Income ETF | 0.85% | 1.61% |
Correlation
The correlation between PLTI and SPIN is 0.46, 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 | 0.46 |
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Return for Risk
PLTI vs. SPIN — Risk / Return Rank
PLTI
SPIN
PLTI vs. SPIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX PLTR Growth & Income ETF (PLTI) and State Street US Equity Premium Income ETF (SPIN). 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 | SPIN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.79 | 0.85 | -1.64 |
Drawdowns
PLTI vs. SPIN - Drawdown Comparison
The maximum PLTI drawdown since its inception was -35.05%, which is greater than SPIN's maximum drawdown of -16.85%. Use the drawdown chart below to compare losses from any high point for PLTI and SPIN.
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Drawdown Indicators
| PLTI | SPIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.05% | -16.85% | -18.20% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.81% | — |
Current DrawdownCurrent decline from peak | -28.15% | -2.39% | -25.76% |
Average DrawdownAverage peak-to-trough decline | -19.96% | -2.29% | -17.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.35% | — |
Volatility
PLTI vs. SPIN - Volatility Comparison
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Volatility by Period
| PLTI | SPIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.90% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.35% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 55.01% | 10.74% | +44.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.01% | 14.40% | +40.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 55.01% | 14.40% | +40.61% |
PLTI vs. SPIN - Expense Ratio Comparison
PLTI has a 0.99% expense ratio, which is higher than SPIN's 0.25% expense ratio.
Dividends
PLTI vs. SPIN - Dividend Comparison
PLTI's dividend yield for the trailing twelve months is around 12.20%, more than SPIN's 5.76% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
PLTI REX PLTR Growth & Income ETF | 12.20% | 1.20% | 0.00% |
SPIN State Street US Equity Premium Income ETF | 5.76% | 8.20% | 2.36% |
Frequently Asked Questions
PLTI and SPIN have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SPIN is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SPIN is cheaper with a 0.25% expense ratio, compared with 0.99% for PLTI.
PLTI has the higher dividend yield at 12.20%, compared with 5.76% for SPIN.
They also come from different issuers: REX and State Street. Their fees differ too: 0.99% for PLTI and 0.25% for SPIN.
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