ETF Analysis
YieldMax PLTR Option Income Strategy ETF (PLTY) ETF Analysis
YieldMax PLTR Option Income Strategy ETF (PLTY) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
YieldMax PLTR Option Income Strategy ETF (PLTY) currently has an AIQ Score of 41/100, indicating a neutral setup. Quality is the strongest factor at 43/100. Momentum is the weakest current factor at 38/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
PLTY at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $35.97 |
| AIQ Score | 41/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Strong Sell |
| Fund Size | $365.12M |
| Expense Ratio | 1.07% |
| Holdings Count | 16 |
| NAV | $35.98 |
| Asset Class | Alternatives |
| Primary Exposure | Cash & Others (100.00%) |
| Issuer | YieldMax |
| Domicile | US |
| Inception Date | Oct 7, 2024 |
| Distribution Yield | 73.23% |
| Beta | 0.79 |
| Average Volume | 189.74K |
| 52-week range | $26.06-$66.90 |
| RSI 14 | 46.36 |
| 50-Day SMA | $36.67 |
| 200-Day SMA | $36.68 |
| Risk Score | 43/100 |
| Momentum Score | 38/100 |
| Value Exposure Score | — |
PLTY Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | -41.02% | -41.04% | -60.78% | Oct 23, 2025 |
| 3Y | -30.06% | -16.08% | -72.34% | Oct 8, 2024 |
| 5Y | -30.06% | -16.08% | -72.34% | Oct 8, 2024 |
| 10Y | -30.06% | -16.08% | -72.34% | Oct 8, 2024 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
PLTYYieldMax PLTR Option Income Strategy ETF
Financial Services / Asset Management - Income
Low Priority
Relative Laggard
Latest quote
- Momentum38
- Value—
- Quality43
- Risk resilience43
- Sentiment—
PLTY ETF Analysis Summary
YieldMax PLTR Option Income Strategy ETF (PLTY) currently has an AIQ Score of 41/100, indicating a neutral setup. Quality is the strongest factor at 43/100. Momentum is the weakest current factor at 38/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, PLTY has AIQ Score of 41/100 with Quality base of 43/100 and fading Momentum at 38/100. Wait for component alignment before adding exposure.
Financial Services · -0.14% ETF move · PLTY classified in Asset Management - Income.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is PLTY Bullish or Bearish Right Now?
PLTY currently has a neutral overall setup. Quality is the strongest factor at 43/100, while Momentum is weakest at 38/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - No strong bullish evidence is available in the current snapshot.
- - Momentum is weak at 38/100.
- - Risk Resilience is weak at 43/100.
- - Price is -1.94% below its 200-day SMA.
- - Technical consensus has more sell votes than buy votes (35 vs 3).
Current Consensus
PLTY's Technical Analysis Consensus is currently Strong Sell, with 3 buy, 7 neutral, and 35 sell votes. PLTY's 14-day RSI is 46.36, which places the ETF in a neutral momentum range. PLTY's beta is 0.79, indicating lower market sensitivity than the broad market.
What Changed in PLTY?
The largest recent change in PLTY is Momentum moving down by 28.0 points over the available 7-day comparison window. Quality remains the strongest visible factor.
What Would Change the PLTY Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
PLTY Decision Framework
Public evidence layers, setup checks, and risk context for YieldMax PLTR Option Income Strategy ETF.
YieldMax PLTR Option Income Strategy ETF (PLTY) ETF Analysis
YieldMax PLTR Option Income Strategy ETF has an AIQ Score of 41/100 in a Neutral regime. Quality is strongest at 43/100. Beta is 0.79, below market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | PLTY is in a Neutral AIQ regime with score 41/100. |
| Signal Conflict | The primary conflict is that quality leads at 43/100 while momentum lags at 38/100. |
| Factor Evidence | Momentum 38/100 · Quality 43/100 · Risk 43/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Quality is the strongest factor at 43/100.
Momentum is 38/100 and RSI (14) is 46.4.
PLTY is in a Neutral regime at 41/100.
Risk factor is 43/100 with beta 0.79 and annual volatility 53.22%.
Current conflict: quality leads at 43/100 while momentum lags at 38/100.
PLTY Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
PLTY ETF Analytics
PLTY holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
PLTY Technical Analysis
PLTY technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
PLTY ETF Market Context
Track PLTY market context, news pressure, trend changes, income events, and current allocation evidence.
PLTY Distribution Analysis
PLTY distribution yield, annualized distributions, payment history, and income context.
PLTY ETF Data
PLTY available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
PLTY Risk Analysis
PLTY volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
PLTY ETF News
PLTY ETF news, market tone, recent headlines, and catalyst context.
PLTY vs Options Income / Covered Call Peers
Current peer cohort: PLTY · QDTE · QQQI · QQQY · QYLD. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| PLTY Current ETF | 41/100 | — | 38/100 | 43/100 | -0.79 | 53.22% | Current |
| QDTE Roundhill Innovation-100 0DTE Covered Call Strategy ETF | 44/100 | — | 24/100 | 68/100 | -1.25 | 20.79% | PLTY vs QDTE |
| QQQI NEOS Nasdaq-100 High Income ETF | 47/100 | 33/100 | 24/100 | 78/100 | -0.3 | 17.22% | PLTY vs QQQI |
| QQQY Defiance Nasdaq 100 Enhanced Options Income ETF | 40/100 | 36/100 | 25/100 | 77/100 | -1.05 | 18.91% | PLTY vs QQQY |
| QYLD Global X Nasdaq 100 Covered Call ETF | 46/100 | 30/100 | 31/100 | 71/100 | 0.15 | 11.81% | PLTY vs QYLD |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 23, 2026.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Oct 24, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching PLTY
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for PLTY
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
PLTY ETF FAQ
What is PLTY ETF price today?
PLTY is currently shown at $35.97. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is PLTY's 52-week high and low?
PLTY's 52-week range is $26.06 to $66.90 based on the latest completed market-close snapshot from Oct 23, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does PLTY pay a dividend?
PLTY's current distribution yield is 73.23% based on the latest completed market-close snapshot from Oct 23, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying PLTY?
Compare PLTY's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.