CHPY vs VYM

Quick Verdict

VYM has a lower expense ratio. CHPY delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: CHPYMore Diversified: VYM

Side-by-Side Comparison

MetricCHPYVYMWinner
Expense Ratio1.03%0.04%
AUM$1.1B$79.0B
Dividend Yield29.14%2.86%
Holdings104568
YTD Return+58.65%+15.80%
1Y Return+102.62%+26.12%
3Y Return (annualized)-+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)38.6%14.6%
Max Drawdown-27.6%-58.8%
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
InceptionApr 2, 2025Nov 10, 2006

CHPY vs VYM Performance

YieldMax Semiconductor Portfolio Option Income ETF (CHPY) is a ETF from YieldMax ETF and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CHPY returned +102.62% while VYM returned +26.12%. Year to date, CHPY is up 58.65% versus a gain of 15.80% for VYM.

Risk: Volatility and Drawdowns

CHPY has been the more volatile fund, with annualized monthly volatility of 38.6% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CHPY charges 1.03% per year while VYM charges 0.04%. On a $10,000 position that is $103 vs $4 annually, a gap of $99 per year that compounds over a long holding period. On income, CHPY currently yields 29.14% against 2.86% for VYM.

Holdings Overlap

7.9%overlap

CHPY and VYM share 6 holdings out of 581 unique holdings combined, representing a 7.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CHPYWeight in VYMDifference
AVGO5.15%6.47%1.32%
TXN2.92%0.85%2.07%
ADI2.67%0.77%1.90%
QCOMProProPro
NXPIProProPro
MCHPProProPro
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Frequently Asked Questions

Which is cheaper, CHPY or VYM?

CHPY has an expense ratio of 1.03% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $99 per year of difference.

Which performed better, CHPY or VYM?

Over the past year CHPY returned +102.62% vs +26.12% for VYM, so CHPY leads on 1-year performance. Over the longest common window we track (1 years), CHPY annualized +108.25% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, CHPY or VYM?

CHPY has been the more volatile fund at 38.6% annualized versus 14.6% for VYM. Worst drawdown: CHPY -27.6% vs VYM -58.8%.

Should I hold both CHPY and VYM?

CHPY and VYM have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CHPY and VYM?

CHPY and VYM share 6 common holdings with a 7.9% weight overlap. Combined, they hold 581 unique securities.

Which pays a higher dividend, CHPY or VYM?

CHPY yields 29.14% while VYM yields 2.86%, so CHPY currently pays the higher dividend yield.

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