PLTI vs. ULTI

Last updated Jun 6, 2026

PLTI (REX PLTR Growth & Income ETF) and ULTI (REX IncomeMax Option Strategy ETF) are both Derivative Income funds. Both are actively managed. At a 0.35 correlation, their price movements are largely independent. PLTI charges 0.99%/yr vs 1.25%/yr for ULTI.

Performance

PLTI vs. ULTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in REX PLTR Growth & Income ETF (PLTI) and REX IncomeMax Option Strategy ETF (ULTI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PLTI achieves a -20.94% return, which is significantly lower than ULTI's 33.28% return.

PLTI

• 1D: -4.31%
• 1M: 3.89%
• YTD: -20.94%
• 6M: -22.38%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ULTI

• 1D: -7.13%
• 1M: 3.97%
• YTD: 33.28%
• 6M: 10.89%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

PLTI vs. ULTI - Yearly Performance Comparison

	2026 (YTD)	2025
PLTI REX PLTR Growth & Income ETF	-20.94%	-9.13%
ULTI REX IncomeMax Option Strategy ETF	33.28%	-32.34%

Correlation

The correlation between PLTI and ULTI is 0.35, 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	0.35

Return for Risk

PLTI vs. ULTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for REX PLTR Growth & Income ETF (PLTI) and REX IncomeMax Option Strategy ETF (ULTI). 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

	PLTI	ULTI	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	-0.79	-0.45	-0.34

Drawdowns

PLTI vs. ULTI - Drawdown Comparison

The maximum PLTI drawdown since its inception was -35.05%, smaller than the maximum ULTI drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for PLTI and ULTI.

Drawdown Indicators

	PLTI	ULTI	Difference
Max Drawdown Largest peak-to-trough decline	-35.05%	-41.74%	+6.69%
Current Drawdown Current decline from peak	-28.15%	-17.78%	-10.37%
Average Drawdown Average peak-to-trough decline	-19.96%	-27.95%	+7.99%

Volatility

Volatility by Period

	PLTI	ULTI	Difference
Volatility (1Y) Calculated over the trailing 1-year period	55.01%	62.69%	-7.68%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	55.01%	62.69%	-7.68%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	55.01%	62.69%	-7.68%

PLTI vs. ULTI - Expense Ratio Comparison

PLTI has a 0.99% expense ratio, which is lower than ULTI's 1.25% expense ratio.

Dividends

PLTI vs. ULTI - Dividend Comparison

PLTI's dividend yield for the trailing twelve months is around 12.20%, less than ULTI's 47.92% yield.

Position	TTM	2025
PLTI REX PLTR Growth & Income ETF	12.20%	1.20%
ULTI REX IncomeMax Option Strategy ETF	47.92%	14.96%

Frequently Asked Questions

Can I hold both PLTI and ULTI in my portfolio?

PLTI and ULTI have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, PLTI or ULTI?

On fees, PLTI 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, PLTI or ULTI?

PLTI is cheaper with a 0.99% expense ratio, compared with 1.25% for ULTI.

Which ETF pays a higher dividend yield, PLTI or ULTI?

ULTI has the higher dividend yield at 47.92%, compared with 12.20% for PLTI.

What is the main difference between PLTI and ULTI?

They also come from different issuers: REX and REX Shares. Their fees differ too: 0.99% for PLTI and 1.25% for ULTI.