CHAT vs. BE
CHAT (Roundhill Generative AI & Technology ETF) is Technology Equities fund actively managed by Roundhill, while BE (Bloom Energy Corporation) is a stock. Over the past 3 years, CHAT returned 48.02%/yr vs 145.16%/yr for BE. At a 0.43 correlation, their price movements are largely independent.
Performance
CHAT vs. BE - Performance Comparison
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Returns By Period
In the year-to-date period, CHAT achieves a 57.97% return, which is significantly lower than BE's 199.48% return.
CHAT
- 1D
- 0.77%
- 1M
- 5.15%
- YTD
- 57.97%
- 6M
- 60.59%
- 1Y
- 109.99%
- 3Y*
- 48.02%
- 5Y*
- —
- 10Y*
- —
BE
- 1D
- 4.56%
- 1M
- -10.19%
- YTD
- 199.48%
- 6M
- 173.97%
- 1Y
- 1,069.53%
- 3Y*
- 145.16%
- 5Y*
- 59.08%
- 10Y*
- —
CHAT vs. BE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CHAT Roundhill Generative AI & Technology ETF | 57.97% | 49.85% | 30.98% | 21.04% |
BE Bloom Energy Corporation | 199.48% | 291.22% | 50.07% | 7.32% |
Correlation
The correlation between CHAT and BE is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since May 18, 2023 | 0.43 |
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Return for Risk
CHAT vs. BE — Risk / Return Rank
CHAT
BE
CHAT vs. BE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill Generative AI & Technology ETF (CHAT) and Bloom Energy Corporation (BE). 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.
| CHAT | BE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -6.71 | ||
| Sortino ratioReturn per unit of downside risk | -1.30 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.62 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 6.79 | 23.53 | -16.74 |
| Martin ratioReturn relative to average drawdown | 19.03 | 73.01 | -53.98 |
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Drawdowns
CHAT vs. BE - Drawdown Comparison
The maximum CHAT drawdown since its inception was -31.34%, smaller than the maximum BE drawdown of -92.54%. Use the drawdown chart below to compare losses from any high point for CHAT and BE.
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Drawdown Indicators
| CHAT | BE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.34% | -92.54% | +61.20% |
Max Drawdown (1Y)Largest decline over 1 year | -16.28% | -45.94% | +29.66% |
Max Drawdown (3Y)Largest decline over 3 years | -31.34% | -53.42% | +22.08% |
Max Drawdown (5Y)Largest decline over 5 years | — | -75.87% | — |
Current DrawdownCurrent decline from peak | -9.97% | -15.48% | +5.51% |
Average DrawdownAverage peak-to-trough decline | -5.39% | -51.91% | +46.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.80% | 14.78% | -8.98% |
Volatility
CHAT vs. BE - Volatility Comparison
The current volatility for Roundhill Generative AI & Technology ETF (CHAT) is 16.40%, while Bloom Energy Corporation (BE) has a volatility of 27.74%. This indicates that CHAT experiences smaller price fluctuations and is considered to be less risky than BE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHAT | BE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.40% | 27.74% | -11.34% |
Volatility (6M)Calculated over the trailing 6-month period | 28.00% | 75.65% | -47.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.14% | 107.62% | -74.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.65% | 85.95% | -55.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.65% | 95.68% | -65.03% |
Dividends
CHAT vs. BE - Dividend Comparison
CHAT's dividend yield for the trailing twelve months is around 1.80%, while BE has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
BE Bloom Energy Corporation | 0.00% | 0.00% |
CHAT Roundhill Generative AI & Technology ETF | 1.80% | 2.85% |
Frequently Asked Questions
CHAT and BE have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BE has higher volatility (27.74%) compared to CHAT (16.40%). In terms of maximum drawdown, CHAT dropped -31.34% vs BE's -92.54%.
BE currently has the higher Sharpe Ratio (10.05 vs 3.34), 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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