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RBLY vs. CHPY
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RBLY vs. CHPY - Performance Comparison

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

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RBLY vs. CHPY - Yearly Performance Comparison


Returns By Period

In the year-to-date period, RBLY achieves a -27.26% return, which is significantly lower than CHPY's 12.50% return.


RBLY

1D
0.78%
1M
-14.22%
YTD
-27.26%
6M
-51.98%
1Y
3Y*
5Y*
10Y*

CHPY

1D
1.79%
1M
-1.93%
YTD
12.50%
6M
22.79%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RBLY vs. CHPY - Expense Ratio Comparison

Both RBLY and CHPY have an expense ratio of 0.99%.


Return for Risk

RBLY vs. CHPY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax RBLX Option Income Strategy ETF (RBLY) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

RBLY vs. CHPY - Sharpe Ratio Comparison


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Sharpe Ratios by Period


RBLYCHPYDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

-1.15

2.59

-3.74

Correlation

The correlation between RBLY and CHPY is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

RBLY vs. CHPY - Dividend Comparison

RBLY's dividend yield for the trailing twelve months is around 77.60%, more than CHPY's 39.01% yield.


Drawdowns

RBLY vs. CHPY - Drawdown Comparison

The maximum RBLY drawdown since its inception was -57.43%, which is greater than CHPY's maximum drawdown of -12.17%. Use the drawdown chart below to compare losses from any high point for RBLY and CHPY.


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Drawdown Indicators


RBLYCHPYDifference

Max Drawdown

Largest peak-to-trough decline

-57.43%

-12.17%

-45.26%

Current Drawdown

Current decline from peak

-53.79%

-4.98%

-48.81%

Average Drawdown

Average peak-to-trough decline

-26.33%

-2.16%

-24.17%

Volatility

RBLY vs. CHPY - Volatility Comparison


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Volatility by Period


RBLYCHPYDifference

Volatility (1Y)

Calculated over the trailing 1-year period

51.55%

32.72%

+18.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

51.55%

32.72%

+18.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

51.55%

32.72%

+18.83%