CHAT vs. BNDX
CHAT (Roundhill Generative AI & Technology ETF) and BNDX (Vanguard Total International Bond ETF) are both exchange-traded funds - CHAT is a Technology Equities fund actively managed by Roundhill, while BNDX is a Global Bonds fund tracking the Bloomberg Global Aggregate ex-USD Float Adjusted RIC Capped Index (USD Hedged). CHAT is actively managed, while BNDX is passively managed. Over the past 3 years, CHAT returned 48.02%/yr vs 4.32%/yr for BNDX. At a 0.12 correlation, their price movements are largely independent. CHAT charges 0.75%/yr vs 0.07%/yr for BNDX.
Performance
CHAT vs. BNDX - Performance Comparison
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Returns By Period
In the year-to-date period, CHAT achieves a 57.97% return, which is significantly higher than BNDX's 1.02% return.
CHAT
- 1D
- 0.77%
- 1M
- 8.95%
- YTD
- 57.97%
- 6M
- 60.59%
- 1Y
- 113.65%
- 3Y*
- 48.02%
- 5Y*
- —
- 10Y*
- —
BNDX
- 1D
- 0.17%
- 1M
- 1.69%
- YTD
- 1.02%
- 6M
- 1.22%
- 1Y
- 2.27%
- 3Y*
- 4.32%
- 5Y*
- 0.32%
- 10Y*
- 1.72%
CHAT vs. BNDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CHAT Roundhill Generative AI & Technology ETF | 57.97% | 49.85% | 30.98% | 21.04% |
BNDX Vanguard Total International Bond ETF | 1.02% | 2.86% | 3.57% | 5.12% |
Correlation
The correlation between CHAT and BNDX is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since May 18, 2023 | 0.12 |
The correlation between CHAT and BNDX shifts across timeframes, from 0.12 (3 years) to 0.24 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
CHAT vs. BNDX — Risk / Return Rank
CHAT
BNDX
CHAT vs. BNDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill Generative AI & Technology ETF (CHAT) and Vanguard Total International Bond ETF (BNDX). 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 | BNDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.78 | ||
| Sortino ratioReturn per unit of downside risk | +2.78 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.10 | +0.39 |
| Calmar ratioReturn relative to maximum drawdown | 6.79 | 0.66 | +6.13 |
| Martin ratioReturn relative to average drawdown | 19.03 | 1.84 | +17.19 |
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Drawdowns
CHAT vs. BNDX - Drawdown Comparison
The maximum CHAT drawdown since its inception was -31.34%, which is greater than BNDX's maximum drawdown of -16.23%. Use the drawdown chart below to compare losses from any high point for CHAT and BNDX.
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Drawdown Indicators
| CHAT | BNDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.34% | -16.23% | -15.11% |
Max Drawdown (1Y)Largest decline over 1 year | -16.28% | -2.93% | -13.35% |
Max Drawdown (3Y)Largest decline over 3 years | -31.34% | -2.93% | -28.41% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.86% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.23% | — |
Current DrawdownCurrent decline from peak | -9.97% | -1.02% | -8.95% |
Average DrawdownAverage peak-to-trough decline | -5.39% | -3.10% | -2.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.80% | 1.05% | +4.75% |
Volatility
CHAT vs. BNDX - Volatility Comparison
Roundhill Generative AI & Technology ETF (CHAT) has a higher volatility of 16.40% compared to Vanguard Total International Bond ETF (BNDX) at 1.49%. This indicates that CHAT's price experiences larger fluctuations and is considered to be riskier than BNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHAT | BNDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.40% | 1.49% | +14.91% |
Volatility (6M)Calculated over the trailing 6-month period | 28.00% | 2.96% | +25.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.14% | 3.47% | +29.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.65% | 4.89% | +25.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.65% | 4.10% | +26.55% |
CHAT vs. BNDX - Expense Ratio Comparison
CHAT has a 0.75% expense ratio, which is higher than BNDX's 0.07% expense ratio.
Dividends
CHAT vs. BNDX - Dividend Comparison
CHAT's dividend yield for the trailing twelve months is around 1.80%, less than BNDX's 4.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BNDX Vanguard Total International Bond ETF | 4.47% | 4.39% | 4.18% | 4.42% | 1.51% | 3.74% | 1.11% | 3.40% | 3.01% | 2.23% | 1.89% | 1.63% |
CHAT Roundhill Generative AI & Technology ETF | 1.80% | 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
CHAT and BNDX have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHAT has higher volatility (16.40%) compared to BNDX (1.49%). In terms of maximum drawdown, CHAT dropped -31.34% vs BNDX's -16.23%.
On 3-year performance, CHAT leads with 48.02% vs 4.32% for BNDX. On fees, BNDX is cheaper at 0.07% per year. On volatility, BNDX has been the lower-risk option at 1.49%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, CHAT has performed better with a 48.02% return vs 4.32%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BNDX is cheaper with a 0.07% expense ratio, compared with 0.75% for CHAT.
BNDX has the higher dividend yield at 4.47%, compared with 1.80% for CHAT.
CHAT is categorized as Technology Equities, while BNDX is Global Bonds. They also come from different issuers: Roundhill and Vanguard. Their fees differ too: 0.75% for CHAT and 0.07% for BNDX.
CHAT currently has the higher Sharpe Ratio (3.34 vs 0.56), 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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