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Data as of .

CHPY vs USOY: which paid, and which earned it?

Over the year CHPY paid 49.3% of its price in cash against USOY’s 47.6%, and returned more with it reinvested.

YieldMax(R) Semiconductor Portfolio Option Income ETF and Defiance Oil Enhanced Options Income ETF.

49.3%CHPY cash paid, 1 year
47.6%USOY cash paid, 1 year
+83.7%CHPY total return, 1 year
+59.4%USOY total return, 1 year

ETFIQ Return Stability Score: CHPY scores higher

Was the payout funded by returns, or by your own capital?

CHPY 92.5USOY 69.93.8, the lowest in this set96.8, the highest

A percentile among the 173 income ETFs writing on an index or proxy. It is a position in a set, not a rating, and neither end of it is a recommendation. All income ETFs ranked by it · How it is computed

CHPY2.3 pts ahead of SMH · 1 year to Sep 18, 2026
SMH+81.3%CHPY+83.7%49.3% of it arrived as cash2.3 pts ahead of SMHTotal return, distributions reinvestedSMH+81.3%CHPY+83.7%49.3% cash2.3 pts ahead of SMH
USOY11.6 pts ahead of XLE · 1 year to Sep 18, 2026
XLE+47.8%USOY+59.4%47.6% of it arrived as cash11.6 pts ahead of XLETotal return, distributions reinvestedXLE+47.8%USOY+59.4%47.6% cash11.6 pts ahead of XLE

What they hold in common

By the books each fund has filed, CHPY and USOY hold 0% of their money in the same securities at the same weight.

Only in each
Only in CHPYOnly in USOY
Broadcom Inc 6.82%TREASURY BILL 41.16%
NVIDIA Corp 6.59%TREASURY BILL 25.51%
Marvell Technology Inc 5.75%TREASURY BILL 23.15%
Intel Corp 5.12%TREASURY BILL 8.37%
Lam Research Corp 4.95%TREASURY BILL 1.80%
ARM Holdings PLC 4.63%
Advanced Micro Devices Inc 4.30%
ASML Holding NV 3.94%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and May 31, 2026.

Performance, window by window

CHPY and USOY over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
CHPYUSOYCHPYUSOYCHPYUSOY
3 months−15.2%+22.6%8.8%11.6%−2.0 pts+2.1 pts
6 months+48.5%+10.5%27.5%21.4%−0.5 pts+0.6 pts
1 year+83.7%+59.4%49.3%47.6%+2.3 pts+11.6 pts
Since launch+164.7%+67.0%79.7%81.9%−29.2 pts+19.9 pts
Open the live comparison on ETFIQ
CHPY and USOY on the same fields, as of Sep 18, 2026. Source: ETFIQ.
CHPY
YieldMax(R) Semiconductor Portfolio Option Income ETF
Synthetic covered call on SMH, paying weekly
USOY
Defiance Oil Enhanced Options Income ETF
Option income on XLE, paying weekly
IssuerYieldMaxDefiance
Strategysynthetic covered calloption income
BenchmarkSemiconductors (SMH)Energy sector (XLE), used as the energy proxy
Paysweeklyweekly
Payout rate, annualized57.5%46.8%
Expense ratio1.03%1.12%
Cash paid, 1 year49.3%47.6%
Price change, 1 year+20.6%−4.8%
Total return, 1 year+83.7%+59.4%
Benchmark return, 1 year+81.3%+47.8%
Ahead or behind+2.3 pts+11.6 pts
Return of capital, latest estimate100%95%
Age533 days861 days
Net assets$1.2bn$75m

CHPY in plain words

Over the year to Sep 18, 2026, CHPY paid 49.3% of its starting value in cash distributions while its price rose 20.6%. With every distribution reinvested, the fund returned +83.7%. Semiconductors (SMH) returned +81.3% over the same days, so a holder was ahead by 2.3 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 57.5%, paid weekly. YieldMax estimates that 100% of the distribution paid Sep 17, 2026 was a return of capital (19a-1 notice, estimated, a tax characterization rather than a measure of erosion).

USOY in plain words

Over the year to Sep 18, 2026, USOY paid 47.6% of its starting value in cash distributions while its price fell 4.8%. With every distribution reinvested, the fund returned +59.4%. Energy sector (XLE), used as the energy proxy returned +47.8% over the same days, so a holder was ahead by 11.6 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 46.8%, paid weekly. Defiance estimates that 95% of the distribution paid Sep 18, 2026 was a return of capital (19a-1 notice, estimated, a tax characterization rather than a measure of erosion).

Questions people ask

Which paid more, CHPY or USOY?
Over the year to Sep 18, 2026, CHPY paid 49.3% of its starting price in cash and USOY paid 47.6%, so CHPY paid more. Cash paid is not the same as money made: the price change matters too.
Which returned more once distributions are counted, CHPY or USOY?
With every distribution reinvested, CHPY returned +83.7% and USOY returned +59.4% over the year to Sep 18, 2026, so CHPY returned more.
Which is cheaper, CHPY or USOY?
CHPY charges 1.03% a year and USOY charges 1.12%, so CHPY is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

CHPY against USOY, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, CHPY against USOY, data as of Sep 18, 2026. https://etfiq.com/compare/income/chpy-vs-usoy Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources