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PLTY vs AVGX

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

PLTY vs AVGX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

PLTY vs AVGX - Holdings Comparison

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

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

RankPLTYAVGX
#1
CASH OFFSET (n/a) - 8.17%
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.27%
#2
PLTR US 08/21/26 C140 (n/a) - 6.30%
BROADCOM INC (AVGO) - 2.16%
#3
PLTR US 07/17/26 C150 (n/a) - 3.33%
N/A
#4
OTHER ASSETS AND LIABILITIES (n/a) - 3.14%
N/A
#5
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.02%
N/A
#6
PLTR US 07/10/26 C132 (n/a) - 1.10%
N/A
#7
PLTR US 07/10/26 C131 (n/a) - 0.64%
N/A
#8
PLTR US 07/10/26 C122 (n/a) - 0.42%
N/A
#9
PLTR US 07/10/26 C136 (n/a) - 0.25%
N/A
#10
PLTR US 07/10/26 C138 (n/a) - 0.24%
N/A
#11
PLTR US 07/10/26 C137 (n/a) - 0.18%
N/A
#12
PLTR US 07/10/26 C134 (n/a) - 0.13%
N/A
#13
US DOLLARS (n/a) - 0.01%
N/A
#14
PLTR US 07/10/26 C128 (n/a) - -0.26%
N/A
#15
PLTR US 07/10/26 C133 (n/a) - -0.33%
N/A
#16
PLTR US 07/10/26 C119 (n/a) - -0.55%
N/A
#17
PLTR US 07/10/26 C130 (n/a) - -0.60%
N/A
#18
PLTR US 07/10/26 C127 (n/a) - -1.07%
N/A
#19
PLTR US 07/10/26 C129 (n/a) - -2.35%
N/A
#20
PLTR 08/21/2026 140.01 P (n/a) - -10.65%
N/A
#21
PLTR 07/17/2026 150.01 P (n/a) - -16.01%
N/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings212

PLTY vs AVGX - Historical Returns

Returns include dividend reinvestment.

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

PLTY vs AVGX - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

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

PLTY vs AVGX Drawdown Comparison

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

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

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

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

Correlation

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

0.75
-101

Dividend Comparison (2024 - 2026)

PLTY vs AVGX dividend yield comparison.

YearPLTYAVGX
202638.42%0.00%
2025112.44%1.65%
20247.85%0.81%

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