SOXY vs. IPDP

Last updated Jun 4, 2026

SOXY (YieldMax Target 12™ Semiconductor Option Income ETF) and IPDP (Dividend Performers ETF) are both Derivative Income funds. Both are actively managed. SOXY charges 0.99%/yr vs 1.52%/yr for IPDP.

Performance

SOXY vs. IPDP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax Target 12™ Semiconductor Option Income ETF (SOXY) and Dividend Performers ETF (IPDP). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SOXY

• 1D: 0.87%
• 1M: 31.46%
• YTD: 89.69%
• 6M: 88.39%
• 1Y: 154.02%
• 3Y*: —
• 5Y*: —
• 10Y*: —

IPDP

• 1D: 0.00%
• 1M: 0.00%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SOXY vs. IPDP - Yearly Performance Comparison

	2026 (YTD)
SOXY YieldMax Target 12™ Semiconductor Option Income ETF	68.12%
IPDP Dividend Performers ETF	0.00%

SOXY vs. IPDP - Sectors Allocation Comparison

Sectors	SOXY	IPDP
Technology	100.0%	13.1%
Consumer Defensive	0.0%	3.9%
Financial Services	0.0%	18.6%
Industrials	0.0%	45.1%
Basic Materials	-	1.5%
Communication Services	-	-
Consumer Cyclical	-	3.6%
Energy	-	-
Healthcare	-	13.6%
Real Estate	-	-
Utilities	-	-

Return for Risk

SOXY vs. IPDP — Risk / Return Rank

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

SOXY

SOXY Risk / Return Rank: 96
SOXY Sharpe Ratio Rank: 98
SOXY Sortino Ratio Rank: 96
SOXY Omega Ratio Rank: 95
SOXY Calmar Ratio Rank: 97
SOXY 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.

SOXY vs. IPDP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax Target 12™ Semiconductor Option Income ETF (SOXY) and Dividend Performers ETF (IPDP). 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.

	SOXY	IPDP	Difference
Sharpe ratio: Return per unit of total volatility	5.32	—	—
Sortino ratio: Return per unit of downside risk	5.53	—	—
Omega ratio: Gain probability vs. loss probability	1.75	—	—
Calmar ratio: Return relative to maximum drawdown	11.33	—	—
Martin ratio: Return relative to average drawdown	42.65	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	SOXY	IPDP	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	5.32	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.57	—	—

Drawdowns

SOXY vs. IPDP - Drawdown Comparison

The maximum SOXY drawdown since its inception was -30.22%, which is greater than IPDP's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for SOXY and IPDP.

Drawdown Indicators

	SOXY	IPDP	Difference
Max Drawdown Largest peak-to-trough decline	-30.22%	0.00%	-30.22%
Max Drawdown (1Y) Largest decline over 1 year	-13.68%	—	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-4.94%	0.00%	-4.94%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.63%	—	—

Volatility

Volatility by Period

	SOXY	IPDP	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.85%	—	—
Volatility (6M) Calculated over the trailing 6-month period	24.06%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	29.20%	0.00%	+29.20%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.56%	0.00%	+34.56%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.56%	0.00%	+34.56%

SOXY vs. IPDP - Expense Ratio Comparison

SOXY has a 0.99% expense ratio, which is lower than IPDP's 1.52% expense ratio.

Dividends

SOXY vs. IPDP - Dividend Comparison

SOXY's dividend yield for the trailing twelve months is around 7.74%, while IPDP has not paid dividends to shareholders.

Position	TTM	2025
IPDP Dividend Performers ETF	0.00%	0.00%
SOXY YieldMax Target 12™ Semiconductor Option Income ETF	7.74%	11.47%

Frequently Asked Questions

Which ETF is better, SOXY or IPDP?

On fees, SOXY is cheaper at 0.99% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SOXY or IPDP?

SOXY is cheaper with a 0.99% expense ratio, compared with 1.52% for IPDP.

Which ETF pays a higher dividend yield, SOXY or IPDP?

SOXY has the higher dividend yield at 7.74%, compared with 0.00% for IPDP.

What is the main difference between SOXY and IPDP?

They also come from different issuers: YieldMax and Innovative Portfolios. Their fees differ too: 0.99% for SOXY and 1.52% for IPDP.