CHPY vs. RDIV
CHPY (YieldMax Semiconductor Portfolio Option Income ETF) and RDIV (Invesco S&P Ultra Dividend Revenue ETF) are both exchange-traded funds - CHPY is a Derivative Income fund actively managed by YieldMax, while RDIV is a Mid Cap Value Equities fund tracking the S&P 900 Dividend Revenue-Weighted Index. CHPY is actively managed, while RDIV is passively managed. Over the past year, CHPY returned 148.83% vs 29.81% for RDIV. At a 0.25 correlation, their price movements are largely independent. CHPY charges 0.99%/yr vs 0.39%/yr for RDIV.
Performance
CHPY vs. RDIV - Performance Comparison
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Returns By Period
In the year-to-date period, CHPY achieves a 88.78% return, which is significantly higher than RDIV's 14.73% return.
CHPY
- 1D
- 5.00%
- 1M
- 22.07%
- YTD
- 88.78%
- 6M
- 92.44%
- 1Y
- 148.83%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RDIV
- 1D
- -1.73%
- 1M
- 5.67%
- YTD
- 14.73%
- 6M
- 12.64%
- 1Y
- 29.81%
- 3Y*
- 18.46%
- 5Y*
- 10.99%
- 10Y*
- 11.04%
CHPY vs. RDIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CHPY YieldMax Semiconductor Portfolio Option Income ETF | 88.78% | 56.76% |
RDIV Invesco S&P Ultra Dividend Revenue ETF | 14.73% | 9.34% |
Correlation
The correlation between CHPY and RDIV is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2025 | 0.25 |
The correlation between CHPY and RDIV shifts across timeframes, from 0.15 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CHPY vs. RDIV — Risk / Return Rank
CHPY
RDIV
CHPY vs. RDIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax Semiconductor Portfolio Option Income ETF (CHPY) and Invesco S&P Ultra Dividend Revenue ETF (RDIV). 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.
| CHPY | RDIV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.57 | ||
| Sortino ratioReturn per unit of downside risk | +1.61 | ||
| Omega ratioGain probability vs. loss probability | 1.73 | 1.39 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 12.31 | 6.18 | +6.13 |
| Martin ratioReturn relative to average drawdown | 43.93 | 18.36 | +25.57 |
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Drawdowns
CHPY vs. RDIV - Drawdown Comparison
The maximum CHPY drawdown since its inception was -12.19%, smaller than the maximum RDIV drawdown of -49.97%. Use the drawdown chart below to compare losses from any high point for CHPY and RDIV.
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Drawdown Indicators
| CHPY | RDIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.19% | -49.97% | +37.78% |
Max Drawdown (1Y)Largest decline over 1 year | -12.17% | -4.84% | -7.33% |
Max Drawdown (3Y)Largest decline over 3 years | — | -17.91% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.89% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -49.97% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.73% | +1.73% |
Average DrawdownAverage peak-to-trough decline | -2.12% | -5.85% | +3.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 1.63% | +1.77% |
Volatility
CHPY vs. RDIV - Volatility Comparison
YieldMax Semiconductor Portfolio Option Income ETF (CHPY) has a higher volatility of 17.55% compared to Invesco S&P Ultra Dividend Revenue ETF (RDIV) at 4.07%. This indicates that CHPY's price experiences larger fluctuations and is considered to be riskier than RDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHPY | RDIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.55% | 4.07% | +13.48% |
Volatility (6M)Calculated over the trailing 6-month period | 26.62% | 8.83% | +17.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.06% | 13.26% | +17.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.45% | 17.56% | +17.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.45% | 21.90% | +13.55% |
CHPY vs. RDIV - Expense Ratio Comparison
CHPY has a 0.99% expense ratio, which is higher than RDIV's 0.39% expense ratio.
Dividends
CHPY vs. RDIV - Dividend Comparison
CHPY's dividend yield for the trailing twelve months is around 28.02%, more than RDIV's 3.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHPY YieldMax Semiconductor Portfolio Option Income ETF | 28.02% | 28.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RDIV Invesco S&P Ultra Dividend Revenue ETF | 3.57% | 3.94% | 4.08% | 3.93% | 3.44% | 3.31% | 4.93% | 3.84% | 4.32% | 4.26% | 2.20% | 4.49% |
Frequently Asked Questions
CHPY and RDIV have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHPY has higher volatility (17.55%) compared to RDIV (4.07%). In terms of maximum drawdown, CHPY dropped -12.19% vs RDIV's -49.97%.
On 1-year performance, CHPY leads with 148.83% vs 29.81% for RDIV. On fees, RDIV is cheaper at 0.39% per year. On volatility, RDIV has been the lower-risk option at 4.07%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, CHPY has performed better with a 148.83% return vs 29.81%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RDIV is cheaper with a 0.39% expense ratio, compared with 0.99% for CHPY.
CHPY has the higher dividend yield at 28.02%, compared with 3.57% for RDIV.
CHPY is categorized as Derivative Income, while RDIV is Mid Cap Value Equities. They also come from different issuers: YieldMax and Invesco. Their fees differ too: 0.99% for CHPY and 0.39% for RDIV.
CHPY currently has the higher Sharpe Ratio (4.83 vs 2.26), 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.
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