CHPY ETF Overclocks S&P 500 with 31% Gains – Semiconductors: Because AI Hype > Boring Index Funds

YieldMax Semiconductor Portfolio Option Income ETF (CHPY) has delivered 31% growth since its April 2025 inception, outperforming the S&P 500. The ETF's strong performance is driven by its semiconductor-heavy portfolio, including Broadcom, NVIDIA, and Micron. Consistent distributions have ranged from $35 to $45, with no near-term threats to sustainability. Despite strong chip sector demand, potential risks include sector rotation and overextension after rapid price appreciation, according to analyst Gary Bourgeault, a former investment advisor, who notes CHPY's impressive launch amidst challenging market conditions.