CHAT vs. CHPX
CHAT (Roundhill Generative AI & Technology ETF) and CHPX (Global X AI Semiconductor & Quantum ETF) are both Artificial Intelligence funds. CHAT is actively managed, while CHPX is passively managed. Their correlation of 0.94 means they have usually moved in the same direction. CHAT charges 0.75%/yr vs 0.50%/yr for CHPX.
Performance
CHAT vs. CHPX - Performance Comparison
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Returns By Period
In the year-to-date period, CHAT achieves a 39.01% return, which is significantly lower than CHPX's 60.49% return.
CHAT
- 1D
- 2.22%
- 1M
- -7.69%
- 6M
- 32.64%
- YTD
- 39.01%
- 1Y
- 68.87%
- 3Y*
- 40.54%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 45.20%
CHPX
- 1D
- 0.65%
- 1M
- -8.69%
- 6M
- 45.81%
- YTD
- 60.49%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $58.63M | $57.19M | $67.40M | |
| $4.80M | $5.31M | $11.57M |
CHAT vs. CHPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CHAT Roundhill Generative AI & Technology ETF | 39.01% | -1.41% |
CHPX Global X AI Semiconductor & Quantum ETF | 60.49% | 6.91% |
Correlation
The correlation between CHAT and CHPX is 0.94, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 1, 2025 | 0.94 |
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Return for Risk
CHAT vs. CHPX — Risk / Return Rank
CHAT
CHPX
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
CHAT vs. CHPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill Generative AI & Technology ETF (CHAT) and Global X AI Semiconductor & Quantum ETF (CHPX). 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 | CHPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.27 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.25 | — | — |
| Martin ratioReturn relative to average drawdown | 7.96 | — | — |
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Drawdowns
CHAT vs. CHPX - Drawdown Comparison
The maximum CHAT drawdown since its inception was -31.34%, which is greater than CHPX's maximum drawdown of -27.10%. Use the drawdown chart below to compare losses from any high point for CHAT and CHPX.
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Drawdown Indicators
| CHAT | CHPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.34% | -27.10% | -4.24% |
Max Drawdown (1Y)Largest decline over 1 year | -28.34% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -31.34% | — | — |
Current DrawdownCurrent decline from peak | -21.25% | -20.92% | -0.33% |
Average DrawdownAverage peak-to-trough decline | -5.73% | -5.30% | -0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.01% | — | — |
Volatility
CHAT vs. CHPX - Volatility Comparison
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Volatility by Period
| CHAT | CHPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.74% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 34.39% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 39.18% | 44.96% | -5.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.41% | 44.96% | -12.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.41% | 44.96% | -12.55% |
CHAT vs. CHPX - Expense Ratio Comparison
CHAT has a 0.75% expense ratio, which is higher than CHPX's 0.50% expense ratio.
Dividends
CHAT vs. CHPX - Dividend Comparison
CHAT's dividend yield for the trailing twelve months is around 2.05%, more than CHPX's 0.04% yield.
| Position | TTM | 2025 |
|---|---|---|
CHAT Roundhill Generative AI & Technology ETF | 2.05% | 2.85% |
CHPX Global X AI Semiconductor & Quantum ETF | 0.04% | 0.06% |
Frequently Asked Questions
With a correlation of 0.94, CHAT and CHPX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, CHPX is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CHPX is cheaper with a 0.50% expense ratio, compared with 0.75% for CHAT.
CHAT has the higher dividend yield at 2.05%, compared with 0.04% for CHPX.
They also come from different issuers: Roundhill and Global X. Their fees differ too: 0.75% for CHAT and 0.50% for CHPX.
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