PortfoliosLab logoPortfoliosLab logo
WRTH vs. TFPN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WRTH vs. TFPN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Worth Charting Options Income ETF (WRTH) and Blueprint Chesapeake Multi-Asset Trend ETF (TFPN). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


WRTH

1D
-0.51%
1M
1.48%
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*

TFPN

1D
0.57%
1M
-1.95%
6M
5.41%
YTD
16.08%
1Y
28.59%
3Y*
6.33%
5Y*
10Y*
ALL TIME*
6.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$383.41K$561.56K$362.71K
$1.43M$1.25M$1.45M

WRTH vs. TFPN - Yearly Performance Comparison


Correlation

The correlation between WRTH and TFPN is -0.20, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (All Time)
Calculated using the full available price history since Apr 28, 2026

-0.20

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

WRTH vs. TFPN — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

WRTH

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


TFPN
TFPN Risk / Return Rank: 6565
Overall Rank
TFPN Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
TFPN Sortino Ratio Rank: 6363
Sortino Ratio Rank
TFPN Omega Ratio Rank: 6565
Omega Ratio Rank
TFPN Calmar Ratio Rank: 6666
Calmar Ratio Rank
TFPN Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

WRTH vs. TFPN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Worth Charting Options Income ETF (WRTH) and Blueprint Chesapeake Multi-Asset Trend ETF (TFPN). 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.


WRTHTFPNDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.31

Calmar ratioReturn relative to maximum drawdown

2.63

Martin ratioReturn relative to average drawdown

8.56

WRTH vs. TFPN - Sharpe Ratio Comparison


Loading charts...

Drawdowns

WRTH vs. TFPN - Drawdown Comparison

The maximum WRTH drawdown since its inception was -6.20%, smaller than the maximum TFPN drawdown of -16.72%. Use the drawdown chart below to compare losses from any high point for WRTH and TFPN.


Loading charts...

Drawdown Indicators


WRTHTFPNDifference

Max Drawdown

Largest peak-to-trough decline

-6.20%

-16.72%

+10.52%

Max Drawdown (1Y)

Largest decline over 1 year

-10.94%

Max Drawdown (3Y)

Largest decline over 3 years

-16.72%

Current Drawdown

Current decline from peak

-4.76%

-8.69%

+3.93%

Average Drawdown

Average peak-to-trough decline

-1.93%

-4.92%

+2.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.35%

Volatility

WRTH vs. TFPN - Volatility Comparison


Loading charts...

Volatility by Period


WRTHTFPNDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.29%

Volatility (6M)

Calculated over the trailing 6-month period

13.72%

Volatility (1Y)

Calculated over the trailing 1-year period

16.81%

16.24%

+0.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.81%

13.35%

+3.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.81%

13.35%

+3.46%

WRTH vs. TFPN - Expense Ratio Comparison

WRTH has a 1.02% expense ratio, which is lower than TFPN's 1.10% expense ratio.


Dividends

WRTH vs. TFPN - Dividend Comparison

WRTH's dividend yield for the trailing twelve months is around 1.61%, while TFPN has not paid dividends to shareholders.


PositionTTM202520242023
TFPN
Blueprint Chesapeake Multi-Asset Trend ETF
0.00%0.00%0.94%0.98%
WRTH
Worth Charting Options Income ETF
1.61%0.00%0.00%0.00%

Frequently Asked Questions


WRTH and TFPN have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, WRTH is cheaper at 1.02% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WRTH is cheaper with a 1.02% expense ratio, compared with 1.10% for TFPN.

WRTH has the higher dividend yield at 1.61%, compared with 0.00% for TFPN.

WRTH is categorized as Derivative Income, while TFPN is Global Allocation. Their fees differ too: 1.02% for WRTH and 1.10% for TFPN.

Portfolio Optimizer

Find the right allocation for WRTH and TFPN

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