BCTK vs. CHAT
BCTK (Baron Technology ETF) and CHAT (Roundhill Generative AI & Technology ETF) are both Technology Equities funds. Both are actively managed. Their correlation of 0.86 suggests significant overlap in exposure. Both charge a 0.75% expense ratio.
Performance
BCTK vs. CHAT - Performance Comparison
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Returns By Period
In the year-to-date period, BCTK achieves a 27.46% return, which is significantly lower than CHAT's 74.30% return.
BCTK
- 1D
- -0.76%
- 1M
- 15.19%
- YTD
- 27.46%
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CHAT
- 1D
- -0.66%
- 1M
- 27.78%
- YTD
- 74.30%
- 6M
- 73.13%
- 1Y
- 144.01%
- 3Y*
- 55.51%
- 5Y*
- —
- 10Y*
- —
BCTK vs. CHAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BCTK Baron Technology ETF | 27.46% | 1.80% |
CHAT Roundhill Generative AI & Technology ETF | 74.30% | 3.24% |
Correlation
The correlation between BCTK and CHAT is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 16, 2025 | 0.86 |
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Return for Risk
BCTK vs. CHAT — Risk / Return Rank
BCTK
CHAT
BCTK vs. CHAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Technology ETF (BCTK) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| BCTK | CHAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 4.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.83 | 1.98 | +0.85 |
Drawdowns
BCTK vs. CHAT - Drawdown Comparison
The maximum BCTK drawdown since its inception was -13.96%, smaller than the maximum CHAT drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for BCTK and CHAT.
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Drawdown Indicators
| BCTK | CHAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.96% | -31.34% | +17.38% |
Max Drawdown (1Y)Largest decline over 1 year | — | -16.28% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -31.34% | — |
Current DrawdownCurrent decline from peak | -0.76% | -0.66% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -3.00% | -5.35% | +2.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.51% | — |
Volatility
BCTK vs. CHAT - Volatility Comparison
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Volatility by Period
| BCTK | CHAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 11.70% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 24.62% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 26.98% | 30.74% | -3.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.98% | 29.90% | -2.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.98% | 29.90% | -2.92% |
BCTK vs. CHAT - Expense Ratio Comparison
Both BCTK and CHAT have an expense ratio of 0.75%.
Dividends
BCTK vs. CHAT - Dividend Comparison
BCTK has not paid dividends to shareholders, while CHAT's dividend yield for the trailing twelve months is around 1.64%.
| Position | TTM | 2025 |
|---|---|---|
BCTK Baron Technology ETF | 0.00% | 0.00% |
CHAT Roundhill Generative AI & Technology ETF | 1.64% | 2.85% |
Frequently Asked Questions
BCTK and CHAT have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.75% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
BCTK and CHAT have the same expense ratio: 0.75% per year.
CHAT has the higher dividend yield at 1.64%, compared with 0.00% for BCTK.
They also come from different issuers: Baron Capital and Roundhill.
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