CHPY vs VOO

CHPY vs VOO

Which is better, CHPY or VOO?

Multi Alternative against Large Cap Blend.

VOO has a lower expense ratio. CHPY led over 1Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 49.2%.

Lower Fees: VOOHigher Returns: CHPYLess Concentrated: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCHPYVOO
Expense Ratio1.03%0.03%Best
AUM$1.1B$997.4B
Dividend Yield39.65%1.08%
Holdings120509
YTD Return+53.92%Best+13.37%
1Y Return+95.08%Best+20.08%
3Y Return (annualized)-+21.29%
5Y Return (annualized)-+12.89%
Volatility (annualized)37.8%12.1%Best
Max Drawdown-27.6%-8.9%Best
$10,000 over 1.4 years$25,643Best$14,462
Top 10 Weight49.2%36.4%Best
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionApr 2, 2025Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: Apr 3, 2025 to Sep 4, 2026 (1.4 years).

CHPY vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.4 years both funds cover.

CHPY vs VOO Performance

YieldMax Semiconductor Portfolio Option Income ETF (CHPY) is an ETF from YieldMax ETF and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year CHPY returned +95.08% while VOO returned +20.08%. Year to date, CHPY is up 53.92% versus a gain of 13.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CHPY has been the more volatile fund, with annualized monthly volatility of 37.8% compared with 12.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -27.6% for CHPY and -8.9% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CHPY charges 1.03% per year while VOO charges 0.03%. On a $10,000 position that is $103 vs $3 annually, a gap of $100 per year that compounds over a long holding period. On income, CHPY currently yields 39.65% against 1.08% for VOO.

Holdings Overlap

CHPY already in VOO66.3%
VOO already in CHPY19.2%

66.3% of CHPY's money is in holdings VOO also owns. 19.2% of VOO's money is in holdings CHPY also owns.

The two portfolios partly overlap.

18 positions in common, counted across the 29 positions we hold weights for in CHPY and 505 in VOO, against full books of 120 and 509.

What only one of them owns

Our book lists 479 positions for VOO that do not appear in our book for CHPY (80.3% of the fund), and 5 for CHPY that do not appear in VOO (12.7%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in CHPYWeight in VOODifference
NVDANvidia Corp.6.39%7.51%1.12%
AVGOBroadcom Inc6.03%2.77%3.26%
AMDAdvanced Micro Devices Inc5.16%1.47%3.69%
MUMicron Technology, Inc.4.47%2.02%2.45%
LRCXLrcx Uw Equity5.21%0.84%4.37%
INTCIntel Corporation4.83%1.02%3.81%
MRVLMarvell Technology Group Ltd.4.91%0.40%4.51%
AMATApplied Materials, Inc.3.78%0.89%2.89%
KLACKla Corp3.70%0.61%3.09%
TXNTexas Instrument Inc2.93%0.42%2.51%

66.3% of CHPY is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CHPYVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CHPY or VOO?

CHPY has an expense ratio of 1.03% while VOO charges 0.03%. VOO is the cheaper option, by $100 a year on a $10,000 investment.

Which performed better, CHPY or VOO?

Over the past year CHPY returned +95.08% vs +20.08% for VOO, so CHPY leads on 1-year performance. Over the longest common window we track (1 years), CHPY annualized +95.94% vs +30.15% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CHPY or VOO?

CHPY has been the more volatile fund at 37.8% annualized versus 12.1% for VOO. Worst drawdown: CHPY -27.6% vs VOO -8.9%.

Should I hold both CHPY and VOO?

CHPY and VOO have a monthly-return correlation of 0.69, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between CHPY and VOO?

66.3% of CHPY's money is in holdings VOO also owns. 19.2% of VOO's is in holdings CHPY also owns. They hold 18 positions in common, counted across the 29 positions we hold weights for in CHPY and 505 in VOO.

Which pays a higher dividend, CHPY or VOO?

CHPY yields 39.65% while VOO yields 1.08%, so CHPY currently pays the higher dividend yield.

Is VOO better than CHPY?

VOO has a lower expense ratio. CHPY led over 1Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 49.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.