PLTI vs. USOY
PLTI (REX PLTR Growth & Income ETF) and USOY (Defiance Oil Enhanced Options Income ETF) are both Derivative Income funds. Both are actively managed. At a correlation of -0.04, they often move in opposite directions. PLTI charges 0.99%/yr vs 1.22%/yr for USOY.
Performance
PLTI vs. USOY - 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 USOY's 56.61% return.
PLTI
- 1D
- -4.31%
- 1M
- 3.89%
- YTD
- -20.94%
- 6M
- -22.38%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
USOY
- 1D
- -1.67%
- 1M
- 1.06%
- YTD
- 56.61%
- 6M
- 52.27%
- 1Y
- 51.90%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PLTI vs. USOY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PLTI REX PLTR Growth & Income ETF | -20.94% | -9.13% |
USOY Defiance Oil Enhanced Options Income ETF | 56.61% | -0.99% |
Correlation
The correlation between PLTI and USOY is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 5, 2025 | -0.04 |
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Return for Risk
PLTI vs. USOY — Risk / Return Rank
PLTI
USOY
PLTI vs. USOY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX PLTR Growth & Income ETF (PLTI) and Defiance Oil Enhanced Options Income ETF (USOY). 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 | USOY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.79 | 0.91 | -1.70 |
Drawdowns
PLTI vs. USOY - Drawdown Comparison
The maximum PLTI drawdown since its inception was -35.05%, which is greater than USOY's maximum drawdown of -17.46%. Use the drawdown chart below to compare losses from any high point for PLTI and USOY.
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Drawdown Indicators
| PLTI | USOY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.05% | -17.46% | -17.59% |
Max Drawdown (1Y)Largest decline over 1 year | — | -14.29% | — |
Current DrawdownCurrent decline from peak | -28.15% | -8.37% | -19.78% |
Average DrawdownAverage peak-to-trough decline | -19.96% | -6.47% | -13.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 7.45% | — |
Volatility
PLTI vs. USOY - Volatility Comparison
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Volatility by Period
| PLTI | USOY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 9.70% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 27.33% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 55.01% | 30.56% | +24.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.01% | 26.14% | +28.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 55.01% | 26.14% | +28.87% |
PLTI vs. USOY - Expense Ratio Comparison
PLTI has a 0.99% expense ratio, which is lower than USOY's 1.22% expense ratio.
Dividends
PLTI vs. USOY - Dividend Comparison
PLTI's dividend yield for the trailing twelve months is around 12.20%, less than USOY's 57.61% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
PLTI REX PLTR Growth & Income ETF | 12.20% | 1.20% | 0.00% |
USOY Defiance Oil Enhanced Options Income ETF | 57.61% | 104.32% | 48.60% |
Frequently Asked Questions
PLTI and USOY have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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.
PLTI is cheaper with a 0.99% expense ratio, compared with 1.22% for USOY.
USOY has the higher dividend yield at 57.61%, compared with 12.20% for PLTI.
They also come from different issuers: REX and Defiance. Their fees differ too: 0.99% for PLTI and 1.22% for USOY.
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