RBLY vs. PLTY
RBLY (YieldMax RBLX Option Income Strategy ETF) and PLTY (YieldMax PLTR Option Income Strategy ETF) are both Derivative Income funds from YieldMax. Both are actively managed. At a 0.31 correlation, their price movements are largely independent. Both charge a 0.99% expense ratio.
Performance
RBLY vs. PLTY - Performance Comparison
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Returns By Period
In the year-to-date period, RBLY achieves a -40.88% return, which is significantly lower than PLTY's -28.89% return.
RBLY
- 1D
- 1.69%
- 1M
- -0.84%
- YTD
- -40.88%
- 6M
- -41.14%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PLTY
- 1D
- -2.69%
- 1M
- -14.45%
- YTD
- -28.89%
- 6M
- -34.55%
- 1Y
- -18.63%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RBLY vs. PLTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RBLY YieldMax RBLX Option Income Strategy ETF | -40.88% | -26.39% |
PLTY YieldMax PLTR Option Income Strategy ETF | -28.89% | 7.08% |
Correlation
The correlation between RBLY and PLTY is 0.31, 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 Jul 29, 2025 | 0.31 |
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Return for Risk
RBLY vs. PLTY — Risk / Return Rank
RBLY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
PLTY
RBLY vs. PLTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax RBLX Option Income Strategy ETF (RBLY) and YieldMax PLTR Option Income Strategy ETF (PLTY). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RBLY | PLTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 0.96 | — |
| Calmar ratioReturn relative to maximum drawdown | — | -0.49 | — |
| Martin ratioReturn relative to average drawdown | — | -0.97 | — |
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Drawdowns
RBLY vs. PLTY - Drawdown Comparison
The maximum RBLY drawdown since its inception was -66.96%, which is greater than PLTY's maximum drawdown of -38.32%. Use the drawdown chart below to compare losses from any high point for RBLY and PLTY.
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Drawdown Indicators
| RBLY | PLTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.96% | -38.32% | -28.64% |
Max Drawdown (1Y)Largest decline over 1 year | — | -38.32% | — |
Current DrawdownCurrent decline from peak | -62.45% | -38.32% | -24.13% |
Average DrawdownAverage peak-to-trough decline | -34.83% | -13.33% | -21.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 19.15% | — |
Volatility
RBLY vs. PLTY - Volatility Comparison
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Volatility by Period
| RBLY | PLTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 16.51% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 32.64% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 52.82% | 43.40% | +9.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 52.82% | 52.65% | +0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 52.82% | 52.65% | +0.17% |
RBLY vs. PLTY - Expense Ratio Comparison
Both RBLY and PLTY have an expense ratio of 0.99%.
Dividends
RBLY vs. PLTY - Dividend Comparison
RBLY's dividend yield for the trailing twelve months is around 125.96%, less than PLTY's 128.80% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
PLTY YieldMax PLTR Option Income Strategy ETF | 128.80% | 112.44% | 7.85% |
RBLY YieldMax RBLX Option Income Strategy ETF | 125.96% | 36.84% | 0.00% |
Frequently Asked Questions
RBLY and PLTY have a correlation of 0.31, 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.
RBLY and PLTY have the same expense ratio: 0.99% per year.
PLTY has the higher dividend yield at 128.80%, compared with 125.96% for RBLY.
Find the right allocation for RBLY and PLTY
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