PLTY vs PMO

Comparison between YieldMax PLTR Option Income Strategy ETF (PLTY, ETF) and Putnam Municipal Opportunities Trust (PMO, ETF).

PLTY vs PMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PLTY(ETF)	PMO(ETF)
Net Assets	$317M	$315M
Expense Ratio	1.07%	N/A
Max Drawdown	72.34%	44.44%
Sharpe Ratio	-0.12	0.99
5Y Beta	1.49	0.18
5Y Dividends CAGR	N/A	-6.84%

Net Assets

Winner

PLTY

$317M

PMO

$315M

Expense Ratio

PLTY

1.07%

PMO

N/A

Max Drawdown

PLTY

72.34%

Winner

PMO

44.44%

Sharpe Ratio

PLTY

-0.12

Winner

PMO

0.99

5Y Beta

PLTY

1.49

Winner

PMO

0.18

5Y Dividends CAGR

PLTY

N/A

PMO

-6.84%

PLTY vs PMO - Historical Returns

Returns include dividend reinvestment.

Period	PLTY	PMO
1 month	+8.71%	-0.55%
3 months	-5.35%	+2.02%
6 months	-13.16%	+2.79%
1 year	-9.77%	+13.25%
5 years(CAGR)	N/A	-1.12%
10 years(CAGR)	N/A	+2.51%
Max(CAGR)	+54.95%	+5.19%

Winner

PLTY

+8.71%

PMO

-0.55%

PLTY

-5.35%

Winner

PMO

+2.02%

PLTY

-13.16%

Winner

PMO

+2.79%

PLTY

-9.77%

Winner

PMO

+13.25%

5Y(CAGR)

PLTY

N/A

PMO

-1.12%

10Y(CAGR)

PLTY

N/A

PMO

+2.51%

Max(CAGR)

Winner

PLTY

+54.95%

PMO

+5.19%

PLTY vs PMO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PLTY	PMO
2026	-14.38%	+1.73%
2025	+79.29%	+9.91%
2024	+49.71%	+2.45%
2023	N/A	-3.28%
2022	N/A	-19.78%
2021	N/A	+9.37%
2020	N/A	+9.03%
2019	N/A	+21.21%
2018	N/A	-4.43%
2017	N/A	+8.53%
2016	N/A	+2.30%
2015	N/A	+8.40%
2014	N/A	+18.82%
2013	N/A	-14.31%
2012	N/A	+12.61%
2011	N/A	+22.64%
2010	N/A	+4.65%
2009	N/A	+34.84%
2008	N/A	-17.87%
2007	N/A	-1.05%
2006	N/A	+10.34%
2005	N/A	-0.56%
2004	N/A	+0.91%
2003	N/A	+15.65%
2002	N/A	+1.00%
2001	N/A	+3.07%
2000	N/A	+18.39%
1999	N/A	-11.15%

PLTY vs PMO 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 PMO was -36.47%, occurring on Oct 23, 2023. This drawdown has not yet recovered.

The current PLTY drawdown is -29.03%. The current PMO drawdown is -12.15%.

Rank	PLTY	PMO
#1	-41.03% Nov 3, 2025 - Jun 25, 2026	-36.47% Dec 23, 2021 - Oct 23, 2023
#2	-36.24% Feb 18, 2025 - Jun 11, 2025	-30.16% Apr 3, 2007 - Sep 3, 2009
#3	-18.07% Dec 26, 2024 - Feb 4, 2025	-26.06% Feb 25, 2020 - Jul 17, 2020
#4	-15.12% Aug 8, 2025 - Oct 27, 2025	-22.27% Nov 30, 2012 - Jan 15, 2015
#5	-8.25% Jun 26, 2025 - Jul 14, 2025	-15.92% Oct 18, 2010 - Aug 17, 2011
#6	-7.36% Oct 29, 2024 - Nov 5, 2024	-14.04% Aug 22, 2016 - Feb 14, 2019
#7	-6.30% Dec 6, 2024 - Dec 13, 2024	-13.12% Apr 1, 2004 - Oct 27, 2006
#8	-4.73% Dec 13, 2024 - Dec 20, 2024	-12.90% Nov 5, 1999 - Jul 11, 2000
#9	-4.50% Nov 15, 2024 - Nov 25, 2024	-10.47% Oct 7, 2002 - May 6, 2003
#10	-2.88% Feb 10, 2025 - Feb 12, 2025	-10.09% Sep 18, 2001 - Sep 4, 2002
#11	-2.81% Oct 14, 2024 - Oct 24, 2024	-8.71% Aug 18, 2021 - Dec 20, 2021
#12	-2.50% Nov 13, 2024 - Nov 15, 2024	-7.75% Jul 7, 2003 - Dec 18, 2003
#13	-2.50% Jul 17, 2025 - Jul 23, 2025	-7.05% Aug 5, 2020 - Dec 15, 2020
#14	-2.09% Feb 4, 2025 - Feb 6, 2025	-6.52% Feb 2, 2015 - Oct 21, 2015
#15	-2.03% Jun 16, 2025 - Jun 24, 2025	-5.79% Jul 8, 2016 - Aug 17, 2016

Correlation

Correlation between PLTY and PMO is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

0.20

-101

Dividend Comparison (2000 - 2026)

PLTY vs PMO dividend yield comparison.

Year	PLTY	PMO
2026	38.42%	2.35%
2025	112.44%	4.25%
2024	7.85%	4.15%
2023	0.00%	4.64%
2022	0.00%	5.87%
2021	0.00%	4.42%
2020	0.00%	4.65%
2019	0.00%	4.85%
2018	0.00%	5.55%
2017	0.00%	5.26%
2016	0.00%	5.89%
2015	0.00%	5.81%
2014	0.00%	5.95%
2013	0.00%	6.35%
2012	0.00%	5.82%
2011	0.00%	6.48%
2010	0.00%	7.32%
2009	0.00%	6.70%
2008	0.00%	7.36%
2007	0.00%	5.10%
2006	0.00%	5.04%
2005	0.00%	6.25%
2004	0.00%	7.59%
2003	0.00%	7.25%
2002	0.00%	7.47%
2001	0.00%	7.09%
2000	0.00%	2.91%