SATA vs. CHPY

Last updated Jun 4, 2026

SATA (Strive, Inc. Variable Rate Series A Perpetual Preferred Stock) is a stock, while CHPY (YieldMax Semiconductor Portfolio Option Income ETF) is Derivative Income fund actively managed by YieldMax. At a 0.14 correlation, their price movements are largely independent.

Performance

SATA vs. CHPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive, Inc. Variable Rate Series A Perpetual Preferred Stock (SATA) 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, SATA achieves a 7.57% return, which is significantly lower than CHPY's 85.77% return.

SATA

• 1D: -0.42%
• 1M: -1.32%
• YTD: 7.57%
• 6M: 12.69%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

CHPY

• 1D: 1.14%
• 1M: 29.53%
• YTD: 85.77%
• 6M: 85.49%
• 1Y: 149.72%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SATA vs. CHPY - Yearly Performance Comparison

	2026 (YTD)	2025
SATA Strive, Inc. Variable Rate Series A Perpetual Preferred Stock	7.57%	5.59%
CHPY YieldMax Semiconductor Portfolio Option Income ETF	85.77%	2.29%

Correlation

The correlation between SATA and CHPY is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 11, 2025	0.14

Return for Risk

SATA vs. CHPY — Risk / Return Rank

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

CHPY

CHPY Risk / Return Rank: 97
CHPY Sharpe Ratio Rank: 98
CHPY Sortino Ratio Rank: 96
CHPY Omega Ratio Rank: 96
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.

SATA vs. CHPY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive, Inc. Variable Rate Series A Perpetual Preferred Stock (SATA) 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.

Sharpe Ratios by Period

	SATA	CHPY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	5.47	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.06	4.83	-3.77

Drawdowns

SATA vs. CHPY - Drawdown Comparison

The maximum SATA drawdown since its inception was -17.06%, which is greater than CHPY's maximum drawdown of -12.17%. Use the drawdown chart below to compare losses from any high point for SATA and CHPY.

Drawdown Indicators

	SATA	CHPY	Difference
Max Drawdown Largest peak-to-trough decline	-17.06%	-12.17%	-4.89%
Max Drawdown (1Y) Largest decline over 1 year	—	-12.17%	—
Current Drawdown Current decline from peak	-2.66%	0.00%	-2.66%
Average Drawdown Average peak-to-trough decline	-2.47%	-1.98%	-0.49%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.18%	—

Volatility

Volatility by Period

	SATA	CHPY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	11.23%	—
Volatility (6M) Calculated over the trailing 6-month period	—	22.33%	—
Volatility (1Y) Calculated over the trailing 1-year period	24.40%	27.59%	-3.19%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.40%	33.17%	-8.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.40%	33.17%	-8.77%

Dividends

SATA vs. CHPY - Dividend Comparison

SATA's dividend yield for the trailing twelve months is around 7.68%, less than CHPY's 28.40% yield.

Position	TTM	2025
CHPY YieldMax Semiconductor Portfolio Option Income ETF	28.40%	28.19%
SATA Strive, Inc. Variable Rate Series A Perpetual Preferred Stock	7.68%	2.27%

Frequently Asked Questions

Can I hold both SATA and CHPY in my portfolio?

SATA and CHPY have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.