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Data as of .

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

CHPY and WEPN both write options for income.

YieldMax(R) Semiconductor Portfolio Option Income ETF and Nicholas Defense and Rare Earth Income ETF.

49.3%CHPY cash paid, 1 year
6.1%WEPN cash paid, 1 year
+83.7%CHPY total return, 1 year
−7.3%WEPN total return, 1 year
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%2.3 pts ahead of SMH
WEPN5.2 pts ahead of ITA · since launch to Sep 18, 2026
ITA−12.5%WEPN−7.3%5.2 pts ahead of ITATotal return, distributions reinvestedITA−12.5%WEPN−7.3%5.2 pts ahead of ITA

What they hold in common

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

Only in each
Only in CHPYOnly in WEPN
Broadcom Inc 6.82%Invesco DB Base Metals Fund 6.48%
NVIDIA Corp 6.59%AeroVironment Inc 5.72%
Marvell Technology Inc 5.75%Palo Alto Networks Inc 4.93%
Intel Corp 5.12%Crowdstrike Holdings Inc 4.82%
Lam Research Corp 4.95%VanEck Steel ETF 4.28%
ARM Holdings PLC 4.63%BWX Technologies Inc 4.14%
Advanced Micro Devices Inc 4.30%Ondas Inc 4.02%
ASML Holding NV 3.94%Palantir Technologies Inc 3.99%

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.

Performance, window by window

CHPY and WEPN over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
CHPYWEPNCHPYWEPNCHPYWEPN
3 months−15.2%+0.6%8.8%3.0%−2.0 pts+11.0 pts
6 months+48.5%+1.1%27.5%6.2%−0.5 pts+4.9 pts
1 year+83.7%not published49.3%not published+2.3 ptsnot published
Since launch+164.7%−7.3%79.7%6.1%−29.2 pts+5.2 pts
Open the live comparison on ETFIQ
CHPY and WEPN 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
WEPN
Nicholas Defense and Rare Earth Income ETF
Option income on ITA, paying weekly
IssuerYieldMaxNicholas
Strategysynthetic covered calloption income
BenchmarkSemiconductors (SMH)Aerospace and defense (ITA), used as the proxy
Paysweeklyweekly
Payout rate, annualized57.5%11.9%
Expense ratio1.03%1.11%
Cash paid, 1 year49.3%6.1% (since launch on Mar 3, 2026)
Price change, 1 year+20.6%−13.3%
Total return, 1 year+83.7%−7.3% (since launch on Mar 3, 2026)
Benchmark return, 1 year+81.3%−12.5%
Ahead or behind+2.3 pts+5.2 pts
Return of capital, latest estimate100%not published
Age533 days199 days
Net assets$1.2bn$6m

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).

WEPN in plain words

Over the period since launch on Mar 3, 2026 to Sep 18, 2026, WEPN paid 6.1% of its starting value in cash distributions while its price fell 13.3%. With every distribution reinvested, the fund returned −7.3%. Aerospace and defense (ITA), used as the proxy returned −12.5% over the same days, so a holder was ahead by 5.2 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 11.9%, paid weekly.

Questions people ask

Which is cheaper, CHPY or WEPN?
CHPY charges 1.03% a year and WEPN charges 1.11%, 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 WEPN, 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 WEPN, data as of Sep 18, 2026. https://etfiq.com/compare/income/chpy-vs-wepn Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources