SUSL vs CHPY
Comparison between ISHARES ESG MSCI USA LEADERS ETF (SUSL, ETF) and YIELDMAX(R) SEMICONDUCTOR PORTFOLIO OPTION INCOME ETF (CHPY, ETF).
SUSL vs CHPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSL
$1.20B
CHPY
$1.20B
Expense Ratio
Winner
SUSL
0.10%
CHPY
1.03%
Max Drawdown
SUSL
34.26%
Winner
CHPY
15.11%
Sharpe Ratio
SUSL
1.32
Winner
CHPY
2.21
5Y Beta
Winner
SUSL
0.99
CHPY
1.72
P/E Ratio
Winner
SUSL
28.29
CHPY
61.22
Forward P/E
Winner
SUSL
22.86
CHPY
30.03
PEG Ratio
SUSL
0.43
Winner
CHPY
0.06
5Y Dividends CAGR
SUSL
6.40%
CHPY
N/A
5Y EPS CAGR
Winner
SUSL
31.09%
CHPY
23.65%
Debt to Equity
SUSL
23.70%
CHPY
N/A
P/S Ratio
SUSL
4.16
Winner
CHPY
1.67
P/B Ratio
Winner
SUSL
6.73
CHPY
9.74
SUSL vs CHPY - Holdings Comparison
SUSL and CHPY have 9 common holdings. Overlap is 10.73%
SUSL's top 25 holdings weight is 61.45%. CHPY's top 25 holdings weight is 93.93%.
| Rank | SUSL | CHPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.43% | NVIDIA CORP (NVDA) - 5.33% |
| #2 | MICROSOFT CORP (MSFT) - 7.98% | LAM RESEARCH CORP (LRCX) - 5.13% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.19% | ADVANCED MICRO DEVICES INC (AMD) - 5.13% |
| #4 | ALPHABET INC CLASS C (GOOG) - 4.87% | MARVELL TECHNOLOGY INC (MRVL) - 4.99% |
| #5 | TESLA INC (TSLA) - 3.52% | BROADCOM INC (AVGO) - 4.96% |
| #6 | ELI LILLY AND CO (LLY) - 2.82% | INTEL CORP (INTC) - 4.90% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 2.60% | ASTERA LABS INC (ALAB) - 4.74% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.80% | UNITED MICROELECTRONICS CORP ADR (UMC) - 4.48% |
| #9 | VISA INC CLASS A (V) - 1.74% | MICRON TECHNOLOGY INC (MU) - 4.36% |
| #10 | APPLIED MATERIALS INC (AMAT) - 1.52% | ASML HOLDING NV ADR (ASML) - 3.90% |
| #11 | LAM RESEARCH CORP (LRCX) - 1.44% | KLA CORP (KLAC) - 3.86% |
| #12 | CATERPILLAR INC (CAT) - 1.36% | ACM RESEARCH INC CLASS A (ACMR) - 3.81% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.26% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 3.78% |
| #14 | COSTCO WHOLESALE CORP (COST) - 1.21% | ARM HOLDINGS PLC ADR (ARM) - 3.75% |
| #15 | GE AEROSPACE (GE) - 1.15% | APPLIED MATERIALS INC (AMAT) - 3.65% |
| #16 | THE HOME DEPOT INC (HD) - 1.03% | STMICROELECTRONICS NV ADR (STM) - 3.64% |
| #17 | PROCTER & GAMBLE CO (PG) - 1.01% | n/a (TSM) - 3.16% |
| #18 | COCA-COLA CO (KO) - 0.93% | TEXAS INSTRUMENTS INC (TXN) - 2.87% |
| #19 | MERCK & CO INC (MRK) - 0.91% | NXP SEMICONDUCTORS NV (NXPI) - 2.74% |
| #20 | GE VERNOVA INC (GEV) - 0.90% | ANALOG DEVICES INC (ADI) - 2.65% |
| #21 | PALO ALTO NETWORKS INC (PANW) - 0.84% | QUALCOMM INC (QCOM) - 2.65% |
| #22 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.79% | LATTICE SEMICONDUCTOR CORP (LSCC) - 2.50% |
| #23 | MORGAN STANLEY (MS) - 0.74% | MICROCHIP TECHNOLOGY INC (MCHP) - 2.38% |
| #24 | LINDE PLC (LIN) - 0.73% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.37% |
| #25 | MARVELL TECHNOLOGY INC (MRVL) - 0.68% | OTHER ASSETS AND LIABILITIES (n/a) - 2.20% |
| Total Holdings | 268 | 99 |
SUSL vs CHPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SUSL
-0.19%
CHPY
-7.51%
3M
SUSL
+9.75%
Winner
CHPY
+37.46%
6M
SUSL
+8.61%
Winner
CHPY
+61.52%
1Y
SUSL
+22.79%
Winner
CHPY
+112.81%
5Y(CAGR)
SUSL
+13.15%
CHPY
N/A
Max(CAGR)
SUSL
+16.71%
Winner
CHPY
+125.96%
SUSL vs CHPY - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SUSL | CHPY |
|---|---|---|
| 2026 | +10.09% | +68.02% |
| 2025 | +19.41% | +62.71% |
| 2024 | +24.23% | N/A |
| 2023 | +29.40% | N/A |
| 2022 | -20.54% | N/A |
| 2021 | +33.33% | N/A |
| 2020 | +18.00% | N/A |
| 2019 | +16.29% | N/A |
SUSL vs CHPY Drawdown Comparison
The maximum drawdown for SUSL was -34.26%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.
The maximum drawdown for CHPY was -13.38%, occurring on Jul 7, 2026. This drawdown has not yet recovered.
The current SUSL drawdown is -0.55%. The current CHPY drawdown is -11.06%.
| Rank | SUSL | CHPY |
|---|---|---|
| #1 | -34.26% Feb 19, 2020 - Aug 24, 2020 | -13.38% Jun 22, 2026 - Jul 7, 2026 |
| #2 | -26.98% Dec 29, 2021 - Dec 13, 2023 | -12.19% Feb 25, 2026 - Apr 8, 2026 |
| #3 | -19.90% Jan 23, 2025 - Jun 26, 2025 | -10.94% Jun 3, 2026 - Jun 15, 2026 |
| #4 | -11.37% Jan 28, 2026 - Apr 17, 2026 | -10.62% Oct 29, 2025 - Dec 5, 2025 |
| #5 | -9.37% Jul 16, 2024 - Sep 19, 2024 | -8.76% Apr 9, 2025 - Apr 25, 2025 |
| #6 | -9.12% Sep 2, 2020 - Nov 13, 2020 | -8.75% Apr 3, 2025 - Apr 9, 2025 |
| #7 | -6.41% Mar 21, 2024 - May 15, 2024 | -8.36% Dec 10, 2025 - Jan 2, 2026 |
| #8 | -5.61% Jul 30, 2019 - Sep 13, 2019 | -6.28% Jan 28, 2026 - Feb 11, 2026 |
| #9 | -5.15% Dec 11, 2024 - Jan 23, 2025 | -5.75% Oct 8, 2025 - Oct 16, 2025 |
| #10 | -5.12% Sep 3, 2021 - Oct 19, 2021 | -4.78% May 14, 2026 - May 21, 2026 |
| #11 | -4.97% Oct 29, 2025 - Dec 22, 2025 | -4.51% Jun 15, 2026 - Jun 18, 2026 |
| #12 | -4.79% May 16, 2019 - Jun 10, 2019 | -4.25% Apr 24, 2026 - Apr 30, 2026 |
| #13 | -4.78% Feb 24, 2021 - Mar 11, 2021 | -4.00% Aug 14, 2025 - Sep 10, 2025 |
| #14 | -4.68% Nov 5, 2021 - Dec 27, 2021 | -3.46% Jul 30, 2025 - Aug 12, 2025 |
| #15 | -4.22% Sep 13, 2019 - Oct 25, 2019 | -3.01% May 14, 2025 - Jun 3, 2025 |
Correlation
Correlation between SUSL and CHPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2019 - 2026)
SUSL vs CHPY dividend yield comparison.
| Year | SUSL | CHPY |
|---|---|---|
| 2026 | 0.44% | 19.45% |
| 2025 | 0.99% | 28.19% |
| 2024 | 1.10% | 0.00% |
| 2023 | 1.27% | 0.00% |
| 2022 | 1.57% | 0.00% |
| 2021 | 1.12% | 0.00% |
| 2020 | 1.38% | 0.00% |
| 2019 | 1.12% | 0.00% |
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