Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

SEMY vs XLVI: which paid, and which earned it?

SEMY and XLVI both write options for income.

GraniteShares YieldBOOST Semiconductor ETF and State Street(R) Health Care Select Sector SPDR(R) Premium Income ETF.

71.5%SEMY cash paid, 1 year
13.0%XLVI cash paid, 1 year
+33.9%SEMY total return, 1 year
+17.9%XLVI total return, 1 year
SEMY38.5 pts behind SMH · since launch to Sep 18, 2026
SMH+72.5%SEMY+33.9%71.5% of it arrived as cash38.5 pts behind SMHTotal return, distributions reinvestedSMH+72.5%SEMY+33.9%38.5 pts behind SMH
XLVI6.7 pts behind XLV · 1 year to Sep 18, 2026
XLV+24.6%XLVI+17.9%13.0% as cash6.7 pts behind XLVTotal return, distributions reinvestedXLV+24.6%XLVI+17.9%6.7 pts behind XLV

What they hold in common

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

Only in each
Only in SEMYOnly in XLVI
Treasury Bill 50.64%STATE STREET HEALTH CARE SELEC 100.46%
Treasury Bill 49.36%SSI US GOV MONEY MARKET CLASS 0.40%
STATE STREET HEALTH CARE SELEC OCT26 173 CALL -0.02%
STATE STREET HEALTH CARE SELEC OCT26 170 CALL -0.04%
STATE STREET HEALTH CARE SELEC OCT26 172 CALL -0.80%

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 Jun 30, 2026 and Sep 18, 2026.

Performance, window by window

SEMY and XLVI over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
SEMYXLVISEMYXLVISEMYXLVI
3 months−4.8%+6.9%17.4%3.1%+8.4 pts−6.3 pts
6 months+17.5%+12.2%43.7%6.4%−31.4 pts−4.6 pts
1 yearnot published+17.9%not published13.0%not published−6.7 pts
Since launch+33.9%+21.1%71.5%14.7%−38.5 pts−6.5 pts
Open the live comparison on ETFIQ
SEMY and XLVI on the same fields, as of Sep 18, 2026. Source: ETFIQ.
SEMY
GraniteShares YieldBOOST Semiconductor ETF
Synthetic covered call on SMH, paying weekly
XLVI
State Street(R) Health Care Select Sector SPDR(R) Premium Income ETF
Covered call on XLV, paying monthly
IssuerGraniteSharesState Street
Strategysynthetic covered callcovered call
BenchmarkSemiconductors (SMH)Health care sector (XLV)
Paysweeklymonthly
Payout rate, annualized67.3%13.1%
Expense ratio1.07%0.35%
Cash paid, 1 year71.5% (since launch on Nov 18, 2025)13.0%
Price change, 1 year−48.7%+4.0%
Total return, 1 year+33.9% (since launch on Nov 18, 2025)+17.9%
Benchmark return, 1 year+72.5%+24.6%
Ahead or behind−38.5 pts−6.7 pts
Return of capital, latest estimate98%not published
Age304 days415 days
Net assets$49m$27m

SEMY in plain words

Over the period since launch on Nov 18, 2025 to Sep 18, 2026, SEMY paid 71.5% of its starting value in cash distributions while its price fell 48.7%. With every distribution reinvested, the fund returned +33.9%. Semiconductors (SMH) returned +72.5% over the same days, so a holder was behind by 38.5 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 67.3%, paid weekly. GraniteShares estimates that 98% of the distribution paid Aug 25, 2026 was a return of capital (19a-1 notice, estimated, a tax characterization rather than a measure of erosion).

XLVI in plain words

Over the year to Sep 18, 2026, XLVI paid 13.0% of its starting value in cash distributions while its price rose 4.0%. With every distribution reinvested, the fund returned +17.9%. Health care sector (XLV) returned +24.6% over the same days, so a holder was behind by 6.7 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 13.1%, paid monthly.

Questions people ask

Which is cheaper, SEMY or XLVI?
SEMY charges 1.07% a year and XLVI charges 0.35%, so XLVI 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.

SEMY against XLVI, 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, SEMY against XLVI, data as of Sep 18, 2026. https://etfiq.com/compare/income/semy-vs-xlvi Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources