FPF vs CHPY

Comparison between First Trust Intermediate Duration Preferred & Income Fund (FPF, ETF) and YIELDMAX(R) SEMICONDUCTOR PORTFOLIO OPTION INCOME ETF (CHPY, ETF).

FPF vs CHPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPF(ETF)	CHPY(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	N/A	1.03%
Max Drawdown	54.58%	31.07%
Sharpe Ratio	-0.17	1.90
5Y Beta	0.37	1.77
P/E Ratio	N/A	53.15
Forward P/E	N/A	25.24
PEG Ratio	N/A	0.05
5Y Dividends CAGR	-0.27%	N/A
5Y EPS CAGR	N/A	23.82%
P/S Ratio	N/A	1.38
P/B Ratio	N/A	8.16

Net Assets

FPF

$1.20B

CHPY

$1.20B

Expense Ratio

FPF

N/A

CHPY

1.03%

Max Drawdown

FPF

54.58%

Winner

CHPY

31.07%

Sharpe Ratio

FPF

-0.17

Winner

CHPY

1.90

5Y Beta

Winner

FPF

0.37

CHPY

1.77

P/E Ratio

FPF

N/A

CHPY

53.15

Forward P/E

FPF

N/A

CHPY

25.24

PEG Ratio

FPF

N/A

CHPY

0.05

5Y Dividends CAGR

FPF

-0.27%

CHPY

N/A

5Y EPS CAGR

FPF

N/A

CHPY

23.82%

P/S Ratio

FPF

N/A

CHPY

1.38

P/B Ratio

FPF

N/A

CHPY

8.16

FPF vs CHPY - Historical Returns

Returns include dividend reinvestment.

Period	FPF	CHPY
1 month	-2.44%	-8.89%
3 months	-1.98%	+5.62%
6 months	-2.68%	+44.85%
1 year	+2.05%	+101.66%
5 years(CAGR)	+0.74%	N/A
10 years(CAGR)	+5.20%	N/A
Max(CAGR)	+5.62%	+106.65%

Winner

FPF

-2.44%

CHPY

-8.89%

FPF

-1.98%

Winner

CHPY

+5.62%

FPF

-2.68%

Winner

CHPY

+44.85%

FPF

+2.05%

Winner

CHPY

+101.66%

5Y(CAGR)

FPF

+0.74%

CHPY

N/A

10Y(CAGR)

FPF

+5.20%

CHPY

N/A

Max(CAGR)

FPF

+5.62%

Winner

CHPY

+106.65%

FPF vs CHPY - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FPF	CHPY
2026	-0.81%	+56.89%
2025	+12.70%	+62.71%
2024	+20.13%	N/A
2023	+4.28%	N/A
2022	-26.31%	N/A
2021	+10.66%	N/A
2020	+9.46%	N/A
2019	+25.01%	N/A
2018	-10.63%	N/A
2017	+14.71%	N/A
2016	+17.92%	N/A
2015	+3.24%	N/A
2014	+16.02%	N/A
2013	-10.94%	N/A

FPF vs CHPY Drawdown Comparison

The maximum drawdown for FPF was -53.79%, occurring on Mar 18, 2020. Recovery took 210 trading sessions.

The maximum drawdown for CHPY was -27.57%, occurring on Jul 29, 2026. This drawdown has not yet recovered.

The current FPF drawdown is -4.84%. The current CHPY drawdown is -16.95%.

Rank	FPF	CHPY
#1	-53.79% Feb 20, 2020 - Dec 17, 2020	-27.57% Jun 22, 2026 - Jul 29, 2026
#2	-37.06% Aug 31, 2021 - Jul 14, 2025	-12.19% Feb 25, 2026 - Apr 8, 2026
#3	-21.05% Dec 18, 2017 - May 16, 2019	-10.94% Jun 3, 2026 - Jun 15, 2026
#4	-18.08% Jun 3, 2013 - Nov 25, 2014	-10.62% Oct 29, 2025 - Dec 5, 2025
#5	-10.13% Feb 26, 2026 - Mar 30, 2026	-8.76% Apr 9, 2025 - Apr 25, 2025
#6	-10.05% Aug 10, 2016 - Jan 3, 2017	-8.75% Apr 3, 2025 - Apr 9, 2025
#7	-8.13% Feb 1, 2016 - Mar 16, 2016	-8.36% Dec 10, 2025 - Jan 2, 2026
#8	-6.35% May 1, 2015 - Nov 4, 2015	-6.28% Jan 28, 2026 - Feb 11, 2026
#9	-5.98% Mar 1, 2017 - Apr 7, 2017	-5.75% Oct 8, 2025 - Oct 16, 2025
#10	-5.87% Nov 5, 2015 - Jan 29, 2016	-4.78% May 14, 2026 - May 21, 2026
#11	-5.70% Dec 31, 2020 - Feb 9, 2021	-4.51% Jun 15, 2026 - Jun 18, 2026
#12	-5.49% Dec 2, 2014 - Dec 31, 2014	-4.25% Apr 24, 2026 - Apr 30, 2026
#13	-5.40% Sep 19, 2025 - Feb 13, 2026	-4.00% Aug 14, 2025 - Sep 10, 2025
#14	-4.78% Aug 4, 2017 - Oct 2, 2017	-3.46% Jul 30, 2025 - Aug 12, 2025
#15	-4.76% Feb 9, 2021 - Apr 1, 2021	-3.01% May 14, 2025 - Jun 3, 2025

Correlation

Correlation between FPF and CHPY is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56

-101

Dividend Comparison (2013 - 2026)

FPF vs CHPY dividend yield comparison.

Year	FPF	CHPY
2026	5.48%	24.65%
2025	8.85%	28.19%
2024	9.17%	0.00%
2023	8.31%	0.00%
2022	8.62%	0.00%
2021	6.75%	0.00%
2020	6.55%	0.00%
2019	7.08%	0.00%
2018	8.79%	0.00%
2017	7.63%	0.00%
2016	9.31%	0.00%
2015	9.16%	0.00%
2014	8.19%	0.00%
2013	4.66%	0.00%