AZZ vs. CHAT
AZZ (AZZ Inc.) is a stock, while CHAT (Roundhill Generative AI & Technology ETF) is Technology Equities fund actively managed by Roundhill. Over the past 3 years, AZZ returned 52.79%/yr vs 41.74%/yr for CHAT. At a 0.39 correlation, their price movements are largely independent.
Performance
AZZ vs. CHAT - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with AZZ having a 41.68% return and CHAT slightly higher at 42.01%.
AZZ
- 1D
- 0.45%
- 1M
- -1.48%
- 6M
- 23.24%
- YTD
- 41.68%
- 1Y
- 38.72%
- 3Y*
- 52.79%
- 5Y*
- 25.59%
- 10Y*
- 10.71%
CHAT
- 1D
- -5.30%
- 1M
- -12.49%
- 6M
- 36.21%
- YTD
- 42.01%
- 1Y
- 73.94%
- 3Y*
- 41.74%
- 5Y*
- —
- 10Y*
- —
AZZ vs. CHAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AZZ AZZ Inc. | 41.68% | 31.89% | 42.35% | 60.75% |
CHAT Roundhill Generative AI & Technology ETF | 42.01% | 49.85% | 30.98% | 21.04% |
Correlation
The correlation between AZZ and CHAT is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since May 18, 2023 | 0.39 |
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Return for Risk
AZZ vs. CHAT — Risk / Return Rank
AZZ
CHAT
AZZ vs. CHAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AZZ Inc. (AZZ) and Roundhill Generative AI & Technology ETF (CHAT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AZZ | CHAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.77 | ||
| Sortino ratioReturn per unit of downside risk | -0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.32 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.14 | 3.80 | -1.66 |
| Martin ratioReturn relative to average drawdown | 4.61 | 11.13 | -6.52 |
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Drawdowns
AZZ vs. CHAT - Drawdown Comparison
The maximum AZZ drawdown since its inception was -77.87%, which is greater than CHAT's maximum drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for AZZ and CHAT.
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Drawdown Indicators
| AZZ | CHAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.87% | -31.34% | -46.53% |
Max Drawdown (1Y)Largest decline over 1 year | -18.16% | -19.54% | +1.38% |
Max Drawdown (3Y)Largest decline over 3 years | -23.66% | -31.34% | +7.68% |
Max Drawdown (5Y)Largest decline over 5 years | -46.23% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -68.02% | — | — |
Current DrawdownCurrent decline from peak | -5.48% | -19.54% | +14.06% |
Average DrawdownAverage peak-to-trough decline | -31.90% | -5.52% | -26.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.42% | 6.67% | +1.75% |
Volatility
AZZ vs. CHAT - Volatility Comparison
The current volatility for AZZ Inc. (AZZ) is 11.88%, while Roundhill Generative AI & Technology ETF (CHAT) has a volatility of 16.90%. This indicates that AZZ experiences smaller price fluctuations and is considered to be less risky than CHAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AZZ | CHAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.88% | 16.90% | -5.02% |
Volatility (6M)Calculated over the trailing 6-month period | 24.92% | 32.39% | -7.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.73% | 37.11% | -5.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.57% | 31.83% | +1.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.77% | 31.83% | +3.94% |
Dividends
AZZ vs. CHAT - Dividend Comparison
AZZ's dividend yield for the trailing twelve months is around 0.56%, less than CHAT's 2.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZZ AZZ Inc. | 0.56% | 0.69% | 0.83% | 1.17% | 1.69% | 1.23% | 1.43% | 1.48% | 1.68% | 1.33% | 0.97% | 1.08% |
CHAT Roundhill Generative AI & Technology ETF | 2.01% | 2.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AZZ and CHAT have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHAT has higher volatility (16.90%) compared to AZZ (11.88%). In terms of maximum drawdown, AZZ dropped -77.87% vs CHAT's -31.34%.
CHAT currently has the higher Sharpe Ratio (2.00 vs 1.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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