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CHAT vs. AIQ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between CHAT and AIQ is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

CHAT vs. AIQ

Last updated Jun 1, 2025

Compare and contrast key facts about Roundhill Generative AI & Technology ETF (CHAT) and Global X Artificial Intelligence & Technology ETF (AIQ).

CHAT and AIQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CHAT is an actively managed fund by Roundhill. It was launched on May 17, 2023. AIQ is a passively managed fund by Global X that tracks the performance of the Indxx Artificial Intelligence & Big Data Index. It was launched on May 11, 2018.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHAT or AIQ.

Performance

CHAT vs. AIQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Roundhill Generative AI & Technology ETF (CHAT) and Global X Artificial Intelligence & Technology ETF (AIQ). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

CHAT:

0.56

AIQ:

0.77

Sortino Ratio

CHAT:

0.84

AIQ:

1.03

Omega Ratio

CHAT:

1.11

AIQ:

1.14

Calmar Ratio

CHAT:

0.48

AIQ:

0.64

Martin Ratio

CHAT:

1.41

AIQ:

2.17

Ulcer Index

CHAT:

10.65%

AIQ:

7.73%

Daily Std Dev

CHAT:

34.58%

AIQ:

27.31%

Max Drawdown

CHAT:

-31.34%

AIQ:

-44.66%

Current Drawdown

CHAT:

-5.43%

AIQ:

-5.78%

Returns By Period

In the year-to-date period, CHAT achieves a 3.21% return, which is significantly lower than AIQ's 4.30% return.

CHAT

YTD

3.21%

1M

14.73%

6M

4.95%

1Y

20.80%

3Y*

N/A

5Y*

N/A

10Y*

N/A

AIQ

YTD

4.30%

1M

8.42%

6M

3.84%

1Y

20.98%

3Y*

21.40%

5Y*

16.01%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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Roundhill Generative AI & Technology ETF

Global X Artificial Intelligence & Technology ETF

CHAT vs. AIQ - Expense Ratio Comparison

CHAT has a 0.75% expense ratio, which is higher than AIQ's 0.68% expense ratio.

CHAT
Roundhill Generative AI & Technology ETF
AIQ
Global X Artificial Intelligence & Technology ETF
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

CHAT vs. AIQ — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CHAT
The Risk-Adjusted Performance Rank of CHAT is 4646
Overall Rank
The Sharpe Ratio Rank of CHAT is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of CHAT is 4747
Sortino Ratio Rank
The Omega Ratio Rank of CHAT is 4545
Omega Ratio Rank
The Calmar Ratio Rank of CHAT is 5050
Calmar Ratio Rank
The Martin Ratio Rank of CHAT is 4141
Martin Ratio Rank
AIQ
The Risk-Adjusted Performance Rank of AIQ is 6060
Overall Rank
The Sharpe Ratio Rank of AIQ is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of AIQ is 5959
Sortino Ratio Rank
The Omega Ratio Rank of AIQ is 5858
Omega Ratio Rank
The Calmar Ratio Rank of AIQ is 6262
Calmar Ratio Rank
The Martin Ratio Rank of AIQ is 5656
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CHAT vs. AIQ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Roundhill Generative AI & Technology ETF (CHAT) and Global X Artificial Intelligence & Technology ETF (AIQ). 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.

The current CHAT Sharpe Ratio is 0.56, which is comparable to the AIQ Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of CHAT and AIQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

CHAT vs. AIQ - Dividend Comparison

CHAT has not paid dividends to shareholders, while AIQ's dividend yield for the trailing twelve months is around 0.13%.

TTM2024202320222021202020192018
CHAT
Roundhill Generative AI & Technology ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AIQ
Global X Artificial Intelligence & Technology ETF		0.13%0.14%0.16%0.56%0.15%0.50%0.51%0.51%

Drawdowns

CHAT vs. AIQ - Drawdown Comparison

The maximum CHAT drawdown since its inception was -31.34%, smaller than the maximum AIQ drawdown of -44.66%. Use the drawdown chart below to compare losses from any high point for CHAT and AIQ.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

CHAT vs. AIQ - Volatility Comparison

Roundhill Generative AI & Technology ETF (CHAT) has a higher volatility of 8.25% compared to Global X Artificial Intelligence & Technology ETF (AIQ) at 6.03%. This indicates that CHAT's price experiences larger fluctuations and is considered to be riskier than AIQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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