CHPY vs VTI

Quick Verdict

VTI has a lower expense ratio. CHPY delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: CHPYMore Diversified: VTI

Side-by-Side Comparison

MetricCHPYVTIWinner
Expense Ratio1.03%0.03%
AUM$1.1B$663.5B
Dividend Yield29.14%1.07%
Holdings1043,543
YTD Return+58.65%+14.20%
1Y Return+102.62%+24.16%
3Y Return (annualized)-+21.12%
5Y Return (annualized)-+12.37%
Volatility (annualized)38.6%15.3%
Max Drawdown-27.6%-56.6%
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
InceptionApr 2, 2025May 24, 2001

CHPY vs VTI Performance

YieldMax Semiconductor Portfolio Option Income ETF (CHPY) is a ETF from YieldMax ETF and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year CHPY returned +102.62% while VTI returned +24.16%. Year to date, CHPY is up 58.65% versus a gain of 14.20% for VTI.

Risk: Volatility and Drawdowns

CHPY has been the more volatile fund, with annualized monthly volatility of 38.6% compared with 15.3% for VTI. 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 -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CHPY charges 1.03% per year while VTI 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 29.14% against 1.07% for VTI.

Holdings Overlap

15.7%overlap

CHPY and VTI share 21 holdings out of 2791 unique holdings combined, representing a 15.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CHPYWeight in VTIDifference
NVDA5.47%6.32%0.85%
AVGO5.15%2.46%2.69%
AMD5.09%1.30%3.79%
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Frequently Asked Questions

Which is cheaper, CHPY or VTI?

CHPY has an expense ratio of 1.03% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $100 per year of difference.

Which performed better, CHPY or VTI?

Over the past year CHPY returned +102.62% vs +24.16% for VTI, so CHPY leads on 1-year performance. Over the longest common window we track (1 years), CHPY annualized +108.25% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, CHPY or VTI?

CHPY has been the more volatile fund at 38.6% annualized versus 15.3% for VTI. Worst drawdown: CHPY -27.6% vs VTI -56.6%.

Should I hold both CHPY and VTI?

CHPY and VTI have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CHPY and VTI?

CHPY and VTI share 21 common holdings with a 15.7% weight overlap. Combined, they hold 2791 unique securities.

Which pays a higher dividend, CHPY or VTI?

CHPY yields 29.14% while VTI yields 1.07%, so CHPY currently pays the higher dividend yield.

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