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INTU vs. CHPY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

INTU vs. CHPY - Performance Comparison

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

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Returns By Period

In the year-to-date period, INTU achieves a -55.08% return, which is significantly lower than CHPY's 63.11% return.


INTU

1D
5.40%
1M
5.38%
6M
-46.44%
YTD
-55.08%
1Y
-60.29%
3Y*
-14.96%
5Y*
-9.42%
10Y*
10.72%

CHPY

1D
-4.40%
1M
-9.52%
6M
49.62%
YTD
63.11%
1Y
98.32%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

INTU vs. CHPY - Yearly Performance Comparison


2026 (YTD)2025
INTU
Intuit Inc.
-55.08%7.21%
CHPY
YieldMax Semiconductor Portfolio Option Income ETF
63.11%56.76%

Correlation

The correlation between INTU and CHPY is -0.16, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.16

Correlation (All Time)
Calculated using the full available price history since Apr 3, 2025

-0.04

The correlation between INTU and CHPY shifts across timeframes, from -0.16 (1 year) to -0.04 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

INTU vs. CHPY — Risk / Return Rank

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

INTU
INTU Risk / Return Rank: 44
Overall Rank
INTU Sharpe Ratio Rank: 11
Sharpe Ratio Rank
INTU Sortino Ratio Rank: 22
Sortino Ratio Rank
INTU Omega Ratio Rank: 33
Omega Ratio Rank
INTU Calmar Ratio Rank: 88
Calmar Ratio Rank
INTU Martin Ratio Rank: 55
Martin Ratio Rank

CHPY
CHPY Risk / Return Rank: 9191
Overall Rank
CHPY Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
CHPY Sortino Ratio Rank: 8585
Sortino Ratio Rank
CHPY Omega Ratio Rank: 8888
Omega Ratio Rank
CHPY Calmar Ratio Rank: 9595
Calmar Ratio Rank
CHPY Martin Ratio Rank: 9595
Martin Ratio Rank
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.

INTU vs. CHPY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Intuit Inc. (INTU) 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.


INTUCHPYDifference
Sharpe ratioReturn per unit of total volatility

-4.08

Sortino ratioReturn per unit of downside risk

-5.21

Omega ratioGain probability vs. loss probability

0.73

1.44

-0.71

Calmar ratioReturn relative to maximum drawdown

-0.89

5.84

-6.72

Martin ratioReturn relative to average drawdown

-1.54

23.10

-24.64

INTU vs. CHPY - Sharpe Ratio Comparison

The current INTU Sharpe Ratio is -1.31, which is lower than the CHPY Sharpe Ratio of 2.77. The chart below compares the historical Sharpe Ratios of INTU 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.


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Drawdowns

INTU vs. CHPY - Drawdown Comparison

The maximum INTU drawdown since its inception was -75.29%, which is greater than CHPY's maximum drawdown of -16.93%. Use the drawdown chart below to compare losses from any high point for INTU and CHPY.


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Drawdown Indicators


INTUCHPYDifference

Max Drawdown

Largest peak-to-trough decline

-75.29%

-16.93%

-58.36%

Max Drawdown (1Y)

Largest decline over 1 year

-68.19%

-16.93%

-51.26%

Max Drawdown (3Y)

Largest decline over 3 years

-68.19%

Max Drawdown (5Y)

Largest decline over 5 years

-68.19%

Max Drawdown (10Y)

Largest decline over 10 years

-68.19%

Current Drawdown

Current decline from peak

-63.08%

-16.93%

-46.15%

Average Drawdown

Average peak-to-trough decline

-24.25%

-2.48%

-21.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

39.12%

4.27%

+34.85%

Volatility

INTU vs. CHPY - Volatility Comparison

The current volatility for Intuit Inc. (INTU) is 13.36%, while YieldMax Semiconductor Portfolio Option Income ETF (CHPY) has a volatility of 18.29%. This indicates that INTU 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.


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Volatility by Period


INTUCHPYDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.36%

18.29%

-4.93%

Volatility (6M)

Calculated over the trailing 6-month period

43.84%

31.41%

+12.43%

Volatility (1Y)

Calculated over the trailing 1-year period

46.13%

35.76%

+10.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.01%

37.88%

+0.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.18%

37.88%

-3.70%

Dividends

INTU vs. CHPY - Dividend Comparison

INTU's dividend yield for the trailing twelve months is around 1.63%, less than CHPY's 36.41% yield.


PositionTTM20252024202320222021202020192018201720162015
CHPY
YieldMax Semiconductor Portfolio Option Income ETF
36.41%28.19%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
INTU
Intuit Inc.
1.63%0.65%0.60%0.52%0.72%0.38%0.57%0.74%0.83%0.89%1.08%1.09%

Frequently Asked Questions


INTU and CHPY have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CHPY has higher volatility (18.29%) compared to INTU (13.36%). In terms of maximum drawdown, INTU dropped -75.29% vs CHPY's -16.93%.

CHPY currently has the higher Sharpe Ratio (2.77 vs -1.31), 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.

Portfolio Optimizer

Find the right allocation for INTU and CHPY

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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