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Data as of .

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

Over the year CHPY paid 49.3% of its price in cash against XLBI’s 14.5%, and returned more with it reinvested.

YieldMax(R) Semiconductor Portfolio Option Income ETF and State Street(R) Materials Select Sector SPDR(R) Premium Income ETF.

49.3%CHPY cash paid, 1 year
14.5%XLBI cash paid, 1 year
+83.7%CHPY total return, 1 year
+8.8%XLBI total return, 1 year

ETFIQ Return Stability Score: CHPY scores higher

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

CHPY 92.5XLBI 43.23.8, 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
XLBI3.2 pts behind XLB · 1 year to Sep 18, 2026
XLB+12.0%XLBI+8.8%3.2 pts behind XLBTotal return, distributions reinvestedXLB+12.0%XLBI+8.8%3.2 pts behind XLB

What they hold in common

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

Only in each
Only in CHPYOnly in XLBI
Broadcom Inc 6.82%STATE STREET MATERIALS SELECT 100.63%
NVIDIA Corp 6.59%SSI US GOV MONEY MARKET CLASS 0.39%
Marvell Technology Inc 5.75%STATE STREET MATERIALS SELECT OCT26 52 C -1.02%
Intel Corp 5.12%
Lam Research Corp 4.95%
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 Sep 17, 2026.

Performance, window by window

CHPY and XLBI over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
CHPYXLBICHPYXLBICHPYXLBI
3 months−15.2%−0.7%8.8%3.3%−2.0 pts+2.4 pts
6 months+48.5%+11.1%27.5%7.2%−0.5 pts+3.9 pts
1 year+83.7%+8.8%49.3%14.5%+2.3 pts−3.2 pts
Since launch+164.7%+12.1%79.7%16.3%−29.2 pts−2.4 pts
Open the live comparison on ETFIQ
CHPY and XLBI 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
XLBI
State Street(R) Materials Select Sector SPDR(R) Premium Income ETF
Covered call on XLB, paying monthly
IssuerYieldMaxState Street
Strategysynthetic covered callcovered call
BenchmarkSemiconductors (SMH)Materials (XLB)
Paysweeklymonthly
Payout rate, annualized57.5%11.5%
Expense ratio1.03%0.35%
Cash paid, 1 year49.3%14.5%
Price change, 1 year+20.6%−6.3%
Total return, 1 year+83.7%+8.8%
Benchmark return, 1 year+81.3%+12.0%
Ahead or behind+2.3 pts−3.2 pts
Return of capital, latest estimate100%not published
Age533 days415 days
Net assets$1.2bn$8m

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).

XLBI in plain words

Over the year to Sep 18, 2026, XLBI paid 14.5% of its starting value in cash distributions while its price fell 6.3%. With every distribution reinvested, the fund returned +8.8%. Materials (XLB) returned +12.0% over the same days, so a holder was behind by 3.2 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 11.5%, paid monthly.

Questions people ask

Which paid more, CHPY or XLBI?
Over the year to Sep 18, 2026, CHPY paid 49.3% of its starting price in cash and XLBI paid 14.5%, 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 XLBI?
With every distribution reinvested, CHPY returned +83.7% and XLBI returned +8.8% over the year to Sep 18, 2026, so CHPY returned more.
Which is cheaper, CHPY or XLBI?
CHPY charges 1.03% a year and XLBI charges 0.35%, so XLBI 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 XLBI, 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 XLBI, data as of Sep 18, 2026. https://etfiq.com/compare/income/chpy-vs-xlbi Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources