CHPY vs. WMTI
CHPY (YieldMax Semiconductor Portfolio Option Income ETF) and WMTI (REX WMT Growth & Income ETF) are both Derivative Income funds. Both are actively managed. At a correlation of -0.03, they often move in opposite directions. Both charge a 0.99% expense ratio.
Performance
CHPY vs. WMTI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CHPY achieves a 79.80% return, which is significantly higher than WMTI's 6.29% return.
CHPY
- 1D
- 1.06%
- 1M
- 13.42%
- YTD
- 79.80%
- 6M
- 82.24%
- 1Y
- 133.11%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WMTI
- 1D
- 0.37%
- 1M
- -8.14%
- YTD
- 6.29%
- 6M
- 1.40%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CHPY vs. WMTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CHPY YieldMax Semiconductor Portfolio Option Income ETF | 79.80% | 0.04% |
WMTI REX WMT Growth & Income ETF | 6.29% | 9.99% |
Correlation
The correlation between CHPY and WMTI is -0.03, 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 (All Time) Calculated using the full available price history since Nov 4, 2025 | -0.03 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CHPY vs. WMTI — Risk / Return Rank
CHPY
WMTI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
CHPY vs. WMTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax Semiconductor Portfolio Option Income ETF (CHPY) and REX WMT Growth & Income ETF (WMTI). 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 | WMTI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.67 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 11.01 | — | — |
| Martin ratioReturn relative to average drawdown | 39.28 | — | — |
Loading charts...
Drawdowns
CHPY vs. WMTI - Drawdown Comparison
The maximum CHPY drawdown since its inception was -12.19%, smaller than the maximum WMTI drawdown of -17.24%. Use the drawdown chart below to compare losses from any high point for CHPY and WMTI.
Loading charts...
Drawdown Indicators
| CHPY | WMTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.19% | -17.24% | +5.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.17% | — | — |
Current DrawdownCurrent decline from peak | -3.22% | -10.25% | +7.03% |
Average DrawdownAverage peak-to-trough decline | -2.13% | -4.10% | +1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | — | — |
Volatility
CHPY vs. WMTI - Volatility Comparison
Loading charts...
Volatility by Period
| CHPY | WMTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.01% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 26.28% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 30.72% | 27.70% | +3.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.25% | 27.70% | +7.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.25% | 27.70% | +7.55% |
CHPY vs. WMTI - Expense Ratio Comparison
Both CHPY and WMTI have an expense ratio of 0.99%.
Dividends
CHPY vs. WMTI - Dividend Comparison
CHPY's dividend yield for the trailing twelve months is around 29.42%, more than WMTI's 21.77% yield.
| Position | TTM | 2025 |
|---|---|---|
CHPY YieldMax Semiconductor Portfolio Option Income ETF | 29.42% | 28.19% |
WMTI REX WMT Growth & Income ETF | 21.77% | 3.36% |
Frequently Asked Questions
CHPY and WMTI have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.99% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
CHPY and WMTI have the same expense ratio: 0.99% per year.
CHPY has the higher dividend yield at 29.42%, compared with 21.77% for WMTI.
They also come from different issuers: YieldMax and REX.
Find the right allocation for CHPY and WMTI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer