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YPLT.NEO vs. PLTR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

YPLT.NEO vs. PLTR - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Palantir (PLTR) Yield Shares Purpose ETF (YPLT.NEO) and Palantir Technologies Inc. (PLTR). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

YPLT.NEO is traded in CAD, while PLTR is traded in USD. To make them comparable, the PLTR values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, YPLT.NEO achieves a -12.90% return, which is significantly higher than PLTR's -19.18% return.


YPLT.NEO

1D
-0.28%
1M
4.56%
YTD
-12.90%
6M
-13.41%
1Y
23.07%
3Y*
5Y*
10Y*

PLTR

1D
-0.25%
1M
6.49%
YTD
-19.18%
6M
-20.63%
1Y
10.84%
3Y*
112.68%
5Y*
46.71%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

YPLT.NEO vs. PLTR - Yearly Performance Comparison


2026 (YTD)2025
YPLT.NEO
Palantir (PLTR) Yield Shares Purpose ETF
-12.90%62.74%
PLTR
Palantir Technologies Inc.
-19.18%52.96%

Correlation

The correlation between YPLT.NEO and PLTR is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.89

Correlation (All Time)
Calculated using the full available price history since Feb 20, 2025

0.90

The correlation between YPLT.NEO and PLTR has been stable across timeframes, ranging from 0.89 to 0.90 - a consistent structural relationship.

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Return for Risk

YPLT.NEO vs. PLTR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

YPLT.NEO
YPLT.NEO Risk / Return Rank: 1717
Overall Rank
YPLT.NEO Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
YPLT.NEO Sortino Ratio Rank: 1919
Sortino Ratio Rank
YPLT.NEO Omega Ratio Rank: 2020
Omega Ratio Rank
YPLT.NEO Calmar Ratio Rank: 1616
Calmar Ratio Rank
YPLT.NEO Martin Ratio Rank: 1515
Martin Ratio Rank

PLTR
PLTR Risk / Return Rank: 4646
Overall Rank
PLTR Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
PLTR Sortino Ratio Rank: 4545
Sortino Ratio Rank
PLTR Omega Ratio Rank: 4545
Omega Ratio Rank
PLTR Calmar Ratio Rank: 4848
Calmar Ratio Rank
PLTR Martin Ratio Rank: 4747
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

YPLT.NEO vs. PLTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Palantir (PLTR) Yield Shares Purpose ETF (YPLT.NEO) and Palantir Technologies Inc. (PLTR). 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.


YPLT.NEOPLTRDifference
Sharpe ratioReturn per unit of total volatility

+0.17

Sortino ratioReturn per unit of downside risk

+0.31

Omega ratioGain probability vs. loss probability

1.13

1.08

+0.05

Calmar ratioReturn relative to maximum drawdown

0.55

0.27

+0.28

Martin ratioReturn relative to average drawdown

1.23

0.51

+0.72

YPLT.NEO vs. PLTR - Sharpe Ratio Comparison

The current YPLT.NEO Sharpe Ratio is 0.38, which is higher than the PLTR Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of YPLT.NEO and PLTR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


YPLT.NEOPLTRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.38

0.21

+0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.73

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.91

-0.46

Drawdowns

YPLT.NEO vs. PLTR - Drawdown Comparison

The maximum YPLT.NEO drawdown since its inception was -41.92%, smaller than the maximum PLTR drawdown of -83.74%. Use the drawdown chart below to compare losses from any high point for YPLT.NEO and PLTR.


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Drawdown Indicators


YPLT.NEOPLTRDifference

Max Drawdown

Largest peak-to-trough decline

-41.92%

-83.74%

+41.82%

Max Drawdown (1Y)

Largest decline over 1 year

-41.92%

-39.66%

-2.26%

Max Drawdown (3Y)

Largest decline over 3 years

-40.48%

Max Drawdown (5Y)

Largest decline over 5 years

-77.87%

Current Drawdown

Current decline from peak

-26.50%

-32.31%

+5.81%

Average Drawdown

Average peak-to-trough decline

-15.41%

-39.81%

+24.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.82%

21.53%

-2.71%

Volatility

YPLT.NEO vs. PLTR - Volatility Comparison

The current volatility for Palantir (PLTR) Yield Shares Purpose ETF (YPLT.NEO) is 13.68%, while Palantir Technologies Inc. (PLTR) has a volatility of 16.51%. This indicates that YPLT.NEO experiences smaller price fluctuations and is considered to be less risky than PLTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


YPLT.NEOPLTRDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.68%

16.51%

-2.83%

Volatility (6M)

Calculated over the trailing 6-month period

45.56%

37.54%

+8.02%

Volatility (1Y)

Calculated over the trailing 1-year period

60.49%

51.06%

+9.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

69.27%

64.20%

+5.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

69.27%

68.82%

+0.45%

Dividends

YPLT.NEO vs. PLTR - Dividend Comparison

YPLT.NEO's dividend yield for the trailing twelve months is around 47.84%, while PLTR has not paid dividends to shareholders.


PositionTTM2025
PLTR
Palantir Technologies Inc.
0.00%0.00%
YPLT.NEO
Palantir (PLTR) Yield Shares Purpose ETF
47.84%14.71%

Frequently Asked Questions


YPLT.NEO and PLTR have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

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