PLTY vs UUP

Comparison between YieldMax PLTR Option Income Strategy ETF (PLTY, ETF) and Invesco DB US Dollar Index Bullish Fund (UUP, ETF).

PLTY vs UUP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PLTY(ETF)	UUP(ETF)
Net Assets	$348M	$352M
Expense Ratio	1.07%	0.75%
Max Drawdown	65.11%	22.71%
Sharpe Ratio	0.21	0.40
5Y Beta	1.53	0.00
5Y Dividends CAGR	N/A	33.66%

Net Assets

PLTY

$348M

Winner

UUP

$352M

Expense Ratio

PLTY

1.07%

Winner

UUP

0.75%

Max Drawdown

PLTY

65.11%

Winner

UUP

22.71%

Sharpe Ratio

PLTY

0.21

Winner

UUP

0.40

5Y Beta

PLTY

1.53

Winner

UUP

0.00

5Y Dividends CAGR

PLTY

N/A

UUP

33.66%

PLTY vs UUP - Holdings Comparison

PLTY and UUP have 0 common holdings. Overlap is 0.00%

PLTY's top 25 holdings weight is -5.52%. UUP's top 25 holdings weight is 48.85%.

Rank	PLTY	UUP
#1	PLTR US 06/18/26 C150 (n/a) - 5.95%	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 48.85%
#2	CASH OFFSET (n/a) - 5.62%	N/A
#3	PLTR US 07/17/26 C150 (n/a) - 5.21%	N/A
#4	OTHER ASSETS AND LIABILITIES (n/a) - 5.02%	N/A
#5	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.28%	N/A
#6	PLTR US 05/22/26 C142 (n/a) - 0.49%	N/A
#7	PLTR US 05/22/26 C139 (n/a) - 0.34%	N/A
#8	PLTR US 05/22/26 C140 (n/a) - 0.23%	N/A
#9	PLTR US 05/22/26 C143 (n/a) - 0.14%	N/A
#10	PLTR US 05/22/26 C138 (n/a) - 0.14%	N/A
#11	PLTR US 05/22/26 C141 (n/a) - 0.13%	N/A
#12	PLTR US 05/22/26 C136 (n/a) - -0.30%	N/A
#13	PLTR US 05/22/26 C132 (n/a) - -0.33%	N/A
#14	PLTR US 05/22/26 C135 (n/a) - -0.47%	N/A
#15	PLTR US 05/22/26 C134 (n/a) - -0.70%	N/A
#16	PLTR US 05/22/26 C133 (n/a) - -0.99%	N/A
#17	PLTR US 05/22/26 C137 (n/a) - -1.00%	N/A
#18	PLTR 06/18/2026 150.01 P (n/a) - -11.29%	N/A
#19	PLTR 07/17/2026 150.01 P (n/a) - -14.99%	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	19	1

PLTY vs UUP - Historical Returns

Returns include dividend reinvestment.

Period	PLTY	UUP
1 month	+1.46%	+1.89%
3 months	-5.42%	+1.97%
6 months	-19.05%	+3.21%
1 year	+10.88%	+6.16%
5 years(CAGR)	N/A	+6.04%
10 years(CAGR)	N/A	+3.26%
Max(CAGR)	+62.30%	+1.62%

PLTY

+1.46%

Winner

UUP

+1.89%

PLTY

-5.42%

Winner

UUP

+1.97%

PLTY

-19.05%

Winner

UUP

+3.21%

Winner

PLTY

+10.88%

UUP

+6.16%

5Y(CAGR)

PLTY

N/A

UUP

+6.04%

10Y(CAGR)

PLTY

N/A

UUP

+3.26%

Max(CAGR)

Winner

PLTY

+62.30%

UUP

+1.62%

PLTY vs UUP - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	PLTY	UUP
2026	-12.51%	+3.36%
2025	+79.29%	-5.77%
2024	+49.71%	+12.53%
2023	N/A	+2.52%
2022	N/A	+8.78%
2021	N/A	+5.65%
2020	N/A	-6.98%
2019	N/A	+3.32%
2018	N/A	+7.50%
2017	N/A	-9.92%
2016	N/A	+3.00%
2015	N/A	+5.99%
2014	N/A	+10.72%
2013	N/A	-1.33%
2012	N/A	-2.09%
2011	N/A	-1.54%
2010	N/A	-0.92%
2009	N/A	-7.38%
2008	N/A	+5.83%
2007	N/A	-4.30%

PLTY vs UUP Drawdown Comparison

The maximum drawdown for PLTY was -36.24%, occurring on Apr 4, 2025. Recovery took 79 trading sessions.

The maximum drawdown for UUP was -22.18%, occurring on Jul 26, 2011. Recovery took 2689 trading sessions.

The current PLTY drawdown is -27.47%. The current UUP drawdown is -2.91%.

Rank	PLTY	UUP
#1	-36.24% Feb 18, 2025 - Jun 11, 2025	-22.18% Nov 20, 2008 - Jul 31, 2019
#2	-34.12% Nov 3, 2025 - Feb 5, 2026	-14.24% Mar 19, 2020 - Jun 13, 2022
#3	-18.07% Dec 26, 2024 - Feb 4, 2025	-11.16% Jun 14, 2007 - Oct 6, 2008
#4	-15.12% Aug 8, 2025 - Oct 27, 2025	-10.37% Sep 27, 2022 - Apr 10, 2024
#5	-8.25% Jun 26, 2025 - Jul 14, 2025	-10.05% Jan 13, 2025 - Jul 2, 2025
#6	-7.36% Oct 29, 2024 - Nov 5, 2024	-4.63% Feb 20, 2020 - Mar 13, 2020
#7	-6.30% Dec 6, 2024 - Dec 13, 2024	-4.25% Jun 26, 2024 - Oct 22, 2024
#8	-4.73% Dec 13, 2024 - Dec 20, 2024	-3.21% Mar 13, 2020 - Mar 19, 2020
#9	-4.50% Nov 15, 2024 - Nov 25, 2024	-3.13% Jul 14, 2022 - Aug 22, 2022
#10	-2.88% Feb 10, 2025 - Feb 12, 2025	-3.01% Oct 24, 2008 - Nov 12, 2008
#11	-2.81% Oct 14, 2024 - Oct 24, 2024	-2.78% Mar 9, 2007 - Jun 13, 2007
#12	-2.50% Nov 13, 2024 - Nov 15, 2024	-2.25% Sep 30, 2019 - Feb 6, 2020
#13	-2.50% Jul 17, 2025 - Jul 23, 2025	-1.74% Jun 14, 2022 - Jul 5, 2022
#14	-2.09% Feb 4, 2025 - Feb 6, 2025	-1.73% Sep 6, 2022 - Sep 21, 2022
#15	-2.03% Jun 16, 2025 - Jun 24, 2025	-1.69% Apr 30, 2024 - Jun 14, 2024

Correlation

Correlation between PLTY and UUP is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

-101