AHR vs. CHPY

Last updated Jun 24, 2026

AHR (American Healthcare REIT, Inc.) is a stock, while CHPY (YieldMax Semiconductor Portfolio Option Income ETF) is Derivative Income fund actively managed by YieldMax. Over the past year, AHR returned 36.07% vs 134.57% for CHPY. At a 0.10 correlation, their price movements are largely independent.

Performance

AHR vs. CHPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Healthcare REIT, Inc. (AHR) and YieldMax Semiconductor Portfolio Option Income ETF (CHPY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AHR achieves a 3.98% return, which is significantly lower than CHPY's 82.68% return.

AHR

• 1D: 3.20%
• 1M: -3.03%
• YTD: 3.98%
• 6M: 1.73%
• 1Y: 36.07%
• 3Y*: —
• 5Y*: —
• 10Y*: —

CHPY

• 1D: -6.97%
• 1M: 10.89%
• YTD: 82.68%
• 6M: 81.99%
• 1Y: 134.57%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AHR vs. CHPY - Yearly Performance Comparison

	2026 (YTD)	2025
AHR American Healthcare REIT, Inc.	3.98%	55.65%
CHPY YieldMax Semiconductor Portfolio Option Income ETF	82.68%	56.76%

Correlation

The correlation between AHR and CHPY is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.05
Correlation (All Time) Calculated using the full available price history since Apr 3, 2025	0.10

Return for Risk

AHR vs. CHPY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AHR

AHR Risk / Return Rank: 80
AHR Sharpe Ratio Rank: 82
AHR Sortino Ratio Rank: 77
AHR Omega Ratio Rank: 77
AHR Calmar Ratio Rank: 81
AHR Martin Ratio Rank: 82

CHPY

CHPY Risk / Return Rank: 95
CHPY Sharpe Ratio Rank: 96
CHPY Sortino Ratio Rank: 93
CHPY Omega Ratio Rank: 94
CHPY Calmar Ratio Rank: 97
CHPY Martin Ratio Rank: 97

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AHR vs. CHPY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Healthcare REIT, Inc. (AHR) and YieldMax Semiconductor Portfolio Option Income ETF (CHPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AHR	CHPY	Difference
Sharpe ratio: Return per unit of total volatility	1.51	4.16	-2.65
Sortino ratio: Return per unit of downside risk	2.06	4.30	-2.24
Omega ratio: Gain probability vs. loss probability	1.27	1.64	-0.37
Calmar ratio: Return relative to maximum drawdown	2.66	11.13	-8.47
Martin ratio: Return relative to average drawdown	7.01	39.19	-32.18

AHR vs. CHPY - Sharpe Ratio Comparison

The current AHR Sharpe Ratio is 1.51, which is lower than the CHPY Sharpe Ratio of 4.16. The chart below compares the historical Sharpe Ratios of AHR and CHPY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AHR vs. CHPY - Drawdown Comparison

The maximum AHR drawdown since its inception was -13.62%, which is greater than CHPY's maximum drawdown of -12.19%. Use the drawdown chart below to compare losses from any high point for AHR and CHPY.

Drawdown Indicators

	AHR	CHPY	Difference
Max Drawdown Largest peak-to-trough decline	-13.62%	-12.19%	-1.43%
Max Drawdown (1Y) Largest decline over 1 year	-13.62%	-12.17%	-1.45%
Current Drawdown Current decline from peak	-8.01%	-6.97%	-1.04%
Average Drawdown Average peak-to-trough decline	-3.12%	-2.14%	-0.98%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.16%	3.45%	+1.71%

Volatility

AHR vs. CHPY - Volatility Comparison

The current volatility for American Healthcare REIT, Inc. (AHR) is 8.17%, while YieldMax Semiconductor Portfolio Option Income ETF (CHPY) has a volatility of 19.72%. This indicates that AHR experiences smaller price fluctuations and is considered to be less risky than CHPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AHR	CHPY	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.17%	19.72%	-11.55%
Volatility (6M) Calculated over the trailing 6-month period	19.04%	27.95%	-8.91%
Volatility (1Y) Calculated over the trailing 1-year period	24.11%	32.57%	-8.46%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.77%	36.37%	-9.60%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.77%	36.37%	-9.60%

Dividends

AHR vs. CHPY - Dividend Comparison

AHR's dividend yield for the trailing twelve months is around 2.05%, less than CHPY's 29.64% yield.

Position	TTM	2025	2024
AHR American Healthcare REIT, Inc.	2.05%	2.12%	3.52%
CHPY YieldMax Semiconductor Portfolio Option Income ETF	29.64%	28.19%	0.00%

Frequently Asked Questions

Can I hold both AHR and CHPY in my portfolio?

AHR and CHPY have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AHR or CHPY?

CHPY has higher volatility (19.72%) compared to AHR (8.17%). In terms of maximum drawdown, AHR dropped -13.62% vs CHPY's -12.19%.

Which has better risk-adjusted returns?

CHPY currently has the higher Sharpe Ratio (4.16 vs 1.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.