Compare · 3 funds side by side · dividends reinvested

SOXY, DFII and CHPY

SOXYYieldMax×DFIIFirst Trust×CHPYYieldMax×

Versus in desk

Story of the three · CostLowest cost

01 / 03

IWD+0.4%

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Portfolio

Story of the three · IncomeMost incomeCHPY · 50.15% · $5,015 a year on $10k

Story of the three · RiskSmallest drop

SOXY, DFII and CHPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax Semiconductor Portfolio Option Income ETFThematic Income · A basket1.03%50.15%+42.0%+45.3%[…][…]−38.2%44.4%$1.1B1.5

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.53%−17.1%−30.1%[…][…]−42.6%41.7%$19M2.2

YieldMax Target 12 Semiconductor Option Income ETFThematic Income · A basket1.06%12.36%+44.8%+45.2%[…][…]−38.6%46.0%$57M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: SOXY 2024 · DFII 2025 · CHPY 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

YieldMax Target 12 Semiconductor Option Income ETF · $57M[…]

SOXY

DFII

FT Vest Bitcoin Strategy & Target Income ETF · $19M[…]

$10,000 five years ago, dividends reinvested

SOXY

More Ways to See the Pairs

SOXY vs DFII: Top 5 Holdings

Today

SOXY

27.0%in top 5

DFII

in top 5[…]

SOXYStockDFII

6.7%AMDnot top 5

6.0%NVDAnot top 5

5.1%ASMLnot top 5

4.9%AVGOnot top 5

4.4%MUnot top 5

Cost, Income and Risk

Fees: SOXY, DFII, CHPY

Today

0.85%lowest, DFII

FundExpense ratioFee$10k

DFII0.85%$85

CHPY1.03%$103

SOXY1.06%$106

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

DFII

+44.8%Year to dateJan 1 → Nov 11−17.1%

+45.2%1 yearTotal return−30.1%

[…]3 years · per year[…]

[…]5 years · per year[…]

1.06%Expense ratio$106 · $85 a year on $10k · lower is better0.85%

12.36%Trailing 12-mo yield$1,236 · $2,053 a year on $10k20.53%

−38.6%Worst dropSmaller is better−42.6%

46.0%VolatilityLower is calmer41.7%

SOXYDFII Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

SOXY vs DFII Returns, Every Period

1Y

YieldMaxSOXY

+45.2%

past year

DFIIFirst Trust

−30.1%

past year

SOXYDFIIFaded: behind in that period

2–0SOXY wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SOXY vs CHPY

YTD

YieldMaxSOXY

+44.8%

CHPYYieldMax

+42.0%

+44.8%Year to date+42.0%

−38.6%Worst drop · 1Y−38.2%

46.0%Volatility · 1Y44.4%

12.4%Yield50.1%

$57.5MAssets$1.1B

3–1CHPY wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: SOXY, DFII, CHPY

1Y

50.15%highest, CHPY

FundTrailing yieldYield$10k

CHPY50.15%$5,015

DFII20.53%$2,053

SOXY12.36%$1,236

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$4,912most kept, CHPY

CHPY$5,015 − $103 = $4,912

DFII$2,053 − $85 = $1,968

SOXY$1,236 − $106 = $1,130

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SOXY, DFII, CHPY

Today

95.1%most shared, SOXY and CHPY

SOXYDFIICHPY

SOXY—[…]95.1%

DFII[…]—[…]

CHPY95.1%[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+45.3%CHPY, at 44.4% volatility

DFIIWorst drop−42.6%41.7% vol

CHPYWorst drop−38.2%44.4% vol

SOXYWorst drop−38.6%46.0% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

CHPYSOXY

+42.0%Year to date+44.8%

50.1%Yield12.4%

+45.3%Past year+45.2%

1.03%Fee1.06%

3–1CHPY wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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SOXY, DFII and CHPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: SOXY, DFII, CHPY