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AVGX vs PLTY

Comparison between DEFIANCE DAILY TARGET 2X LONG AVGO ETF (AVGX, ETF) and YieldMax PLTR Option Income Strategy ETF (PLTY, ETF).

AVGX vs PLTY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AVGX
$317M
Winner
PLTY
$317M
Expense Ratio
AVGX
N/A
PLTY
1.07%
Max Drawdown
Winner
AVGX
71.20%
PLTY
72.34%
Sharpe Ratio
Winner
AVGX
0.72
PLTY
-0.12
5Y Beta
AVGX
3.87
Winner
PLTY
1.49

AVGX vs PLTY - Holdings Comparison

AVGX and PLTY have 1 common holdings. Overlap is 3.02%

AVGX's top 25 holdings weight is 5.43%. PLTY's top 25 holdings weight is -4.89%.

RankAVGXPLTY
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.27%
CASH OFFSET (n/a) - 8.17%
#2
BROADCOM INC (AVGO) - 2.16%
PLTR US 08/21/26 C140 (n/a) - 6.30%
#3N/A
PLTR US 07/17/26 C150 (n/a) - 3.33%
#4N/A
OTHER ASSETS AND LIABILITIES (n/a) - 3.14%
#5N/A
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.02%
#6N/A
PLTR US 07/10/26 C132 (n/a) - 1.10%
#7N/A
PLTR US 07/10/26 C131 (n/a) - 0.64%
#8N/A
PLTR US 07/10/26 C122 (n/a) - 0.42%
#9N/A
PLTR US 07/10/26 C136 (n/a) - 0.25%
#10N/A
PLTR US 07/10/26 C138 (n/a) - 0.24%
#11N/A
PLTR US 07/10/26 C137 (n/a) - 0.18%
#12N/A
PLTR US 07/10/26 C134 (n/a) - 0.13%
#13N/A
US DOLLARS (n/a) - 0.01%
#14N/A
PLTR US 07/10/26 C128 (n/a) - -0.26%
#15N/A
PLTR US 07/10/26 C133 (n/a) - -0.33%
#16N/A
PLTR US 07/10/26 C119 (n/a) - -0.55%
#17N/A
PLTR US 07/10/26 C130 (n/a) - -0.60%
#18N/A
PLTR US 07/10/26 C127 (n/a) - -1.07%
#19N/A
PLTR US 07/10/26 C129 (n/a) - -2.35%
#20N/A
PLTR 08/21/2026 140.01 P (n/a) - -10.65%
#21N/A
PLTR 07/17/2026 150.01 P (n/a) - -16.01%
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings221

AVGX vs PLTY - Historical Returns

Returns include dividend reinvestment.

1M
AVGX
-5.49%
Winner
PLTY
+8.71%
3M
AVGX
-17.16%
Winner
PLTY
-5.35%
6M
Winner
AVGX
+15.36%
PLTY
-13.16%
1Y
Winner
AVGX
+26.30%
PLTY
-9.77%
Max(CAGR)
Winner
AVGX
+63.44%
PLTY
+54.95%

AVGX vs PLTY - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearAVGXPLTY
2026+1.74%-14.38%
2025+46.84%+79.29%
2024+69.96%+49.71%

AVGX vs PLTY Drawdown Comparison

The maximum drawdown for AVGX was -70.97%, occurring on Apr 4, 2025. Recovery took 144 trading sessions.

The maximum drawdown for PLTY was -41.03%, occurring on Jun 25, 2026. This drawdown has not yet recovered.

The current AVGX drawdown is -40.25%. The current PLTY drawdown is -29.03%.

RankAVGXPLTY
#1-70.97%
Dec 16, 2024 - Jul 17, 2025
-41.03%
Nov 3, 2025 - Jun 25, 2026
#2-54.09%
Dec 10, 2025 - May 29, 2026
-36.24%
Feb 18, 2025 - Jun 11, 2025
#3-47.47%
Jun 2, 2026 - Jul 2, 2026
-18.07%
Dec 26, 2024 - Feb 4, 2025
#4-34.13%
Aug 23, 2024 - Sep 20, 2024
-15.12%
Aug 8, 2025 - Oct 27, 2025
#5-28.67%
Oct 9, 2024 - Dec 13, 2024
-8.25%
Jun 26, 2025 - Jul 14, 2025
#6-24.52%
Sep 10, 2025 - Oct 29, 2025
-7.36%
Oct 29, 2024 - Nov 5, 2024
#7-23.68%
Oct 29, 2025 - Nov 26, 2025
-6.30%
Dec 6, 2024 - Dec 13, 2024
#8-14.84%
Aug 12, 2025 - Sep 5, 2025
-4.73%
Dec 13, 2024 - Dec 20, 2024
#9-12.25%
Sep 26, 2024 - Oct 8, 2024
-4.50%
Nov 15, 2024 - Nov 25, 2024
#10-10.94%
Nov 28, 2025 - Dec 9, 2025
-2.88%
Feb 10, 2025 - Feb 12, 2025
#11-9.52%
Jul 30, 2025 - Aug 7, 2025
-2.81%
Oct 14, 2024 - Oct 24, 2024
#12-6.68%
Jul 21, 2025 - Jul 24, 2025
-2.50%
Nov 13, 2024 - Nov 15, 2024
#13-5.36%
Sep 8, 2025 - Sep 10, 2025
-2.50%
Jul 17, 2025 - Jul 23, 2025
#14-2.45%
Jul 17, 2025 - Jul 21, 2025
-2.09%
Feb 4, 2025 - Feb 6, 2025
#15-0.75%
Aug 8, 2025 - Aug 12, 2025
-2.03%
Jun 16, 2025 - Jun 24, 2025

Correlation

Correlation between AVGX and PLTY is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (2024 - 2026)

AVGX vs PLTY dividend yield comparison.

YearAVGXPLTY
20260.00%38.42%
20251.65%112.44%
20240.81%7.85%

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