IGHG vs PLTY
Comparison between PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED (IGHG, ETF) and YieldMax PLTR Option Income Strategy ETF (PLTY, ETF).
IGHG vs PLTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IGHG
$319M
PLTY
$317M
Expense Ratio
Winner
IGHG
0.30%
PLTY
1.07%
Max Drawdown
Winner
IGHG
30.24%
PLTY
72.34%
Sharpe Ratio
Winner
IGHG
0.19
PLTY
-0.12
5Y Beta
Winner
IGHG
0.13
PLTY
1.49
5Y Dividends CAGR
IGHG
16.15%
PLTY
N/A
IGHG vs PLTY - Historical Returns
Returns include dividend reinvestment.
1M
IGHG
-0.09%
Winner
PLTY
+8.71%
3M
Winner
IGHG
+0.78%
PLTY
-5.35%
6M
Winner
IGHG
+1.35%
PLTY
-13.16%
1Y
Winner
IGHG
+4.39%
PLTY
-9.77%
5Y(CAGR)
IGHG
+5.29%
PLTY
N/A
10Y(CAGR)
IGHG
+4.59%
PLTY
N/A
Max(CAGR)
IGHG
+3.70%
Winner
PLTY
+54.95%
IGHG vs PLTY - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | IGHG | PLTY |
|---|---|---|
| 2026 | +1.74% | -14.38% |
| 2025 | +5.76% | +79.29% |
| 2024 | +9.63% | +49.71% |
| 2023 | +11.70% | N/A |
| 2022 | -1.31% | N/A |
| 2021 | +1.33% | N/A |
| 2020 | +1.07% | N/A |
| 2019 | +12.91% | N/A |
| 2018 | -4.17% | N/A |
| 2017 | +4.59% | N/A |
| 2016 | +8.86% | N/A |
| 2015 | -1.46% | N/A |
| 2014 | -2.34% | N/A |
| 2013 | +2.68% | N/A |
IGHG vs PLTY Drawdown Comparison
The maximum drawdown for IGHG was -25.16%, occurring on Mar 20, 2020. Recovery took 218 trading sessions.
The maximum drawdown for PLTY was -41.03%, occurring on Jun 25, 2026. This drawdown has not yet recovered.
The current IGHG drawdown is -0.38%. The current PLTY drawdown is -29.03%.
| Rank | IGHG | PLTY |
|---|---|---|
| #1 | -25.16% Jan 22, 2020 - Dec 1, 2020 | -41.03% Nov 3, 2025 - Jun 25, 2026 |
| #2 | -11.69% Jun 19, 2014 - Dec 7, 2016 | -36.24% Feb 18, 2025 - Jun 11, 2025 |
| #3 | -8.75% Sep 29, 2021 - Jun 7, 2023 | -18.07% Dec 26, 2024 - Feb 4, 2025 |
| #4 | -7.16% Feb 1, 2018 - Apr 12, 2019 | -15.12% Aug 8, 2025 - Oct 27, 2025 |
| #5 | -3.73% Jan 27, 2025 - May 16, 2025 | -8.25% Jun 26, 2025 - Jul 14, 2025 |
| #6 | -2.63% Jul 12, 2024 - Aug 23, 2024 | -7.36% Oct 29, 2024 - Nov 5, 2024 |
| #7 | -2.61% Jul 26, 2019 - Oct 21, 2019 | -6.30% Dec 6, 2024 - Dec 13, 2024 |
| #8 | -2.37% Apr 22, 2019 - Jun 21, 2019 | -4.73% Dec 13, 2024 - Dec 20, 2024 |
| #9 | -1.86% Jan 3, 2014 - Feb 28, 2014 | -4.50% Nov 15, 2024 - Nov 25, 2024 |
| #10 | -1.78% Jun 25, 2021 - Sep 27, 2021 | -2.88% Feb 10, 2025 - Feb 12, 2025 |
| #11 | -1.75% Feb 2, 2026 - Apr 13, 2026 | -2.81% Oct 14, 2024 - Oct 24, 2024 |
| #12 | -1.61% Mar 31, 2021 - Jun 16, 2021 | -2.50% Nov 13, 2024 - Nov 15, 2024 |
| #13 | -1.48% Apr 9, 2014 - Jun 19, 2014 | -2.50% Jul 17, 2025 - Jul 23, 2025 |
| #14 | -1.44% Mar 1, 2021 - Mar 31, 2021 | -2.09% Feb 4, 2025 - Feb 6, 2025 |
| #15 | -1.42% Oct 27, 2017 - Dec 15, 2017 | -2.03% Jun 16, 2025 - Jun 24, 2025 |
Correlation
Correlation between IGHG and PLTY is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2013 - 2026)
IGHG vs PLTY dividend yield comparison.
| Year | IGHG | PLTY |
|---|---|---|
| 2026 | 2.57% | 38.42% |
| 2025 | 5.14% | 112.44% |
| 2024 | 5.06% | 7.85% |
| 2023 | 4.99% | 0.00% |
| 2022 | 3.55% | 0.00% |
| 2021 | 2.50% | 0.00% |
| 2020 | 2.79% | 0.00% |
| 2019 | 3.48% | 0.00% |
| 2018 | 4.13% | 0.00% |
| 2017 | 3.36% | 0.00% |
| 2016 | 3.37% | 0.00% |
| 2015 | 3.65% | 0.00% |
| 2014 | 3.58% | 0.00% |
| 2013 | 0.55% | 0.00% |
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