CHAT vs. NTNX
CHAT (Roundhill Generative AI & Technology ETF) is Technology Equities fund actively managed by Roundhill, while NTNX (Nutanix, Inc.) is a stock. Over the past 3 years, CHAT returned 48.02%/yr vs 18.19%/yr for NTNX. At a 0.40 correlation, their price movements are largely independent.
Performance
CHAT vs. NTNX - 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 NTNX's -4.60% return.
CHAT
- 1D
- 0.77%
- 1M
- 5.15%
- YTD
- 57.97%
- 6M
- 60.59%
- 1Y
- 109.99%
- 3Y*
- 48.02%
- 5Y*
- —
- 10Y*
- —
NTNX
- 1D
- 0.20%
- 1M
- 10.81%
- YTD
- -4.60%
- 6M
- 3.64%
- 1Y
- -33.00%
- 3Y*
- 18.19%
- 5Y*
- 7.13%
- 10Y*
- —
CHAT vs. NTNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CHAT Roundhill Generative AI & Technology ETF | 57.97% | 49.85% | 30.98% | 21.04% |
NTNX Nutanix, Inc. | -4.60% | -15.51% | 28.29% | 81.54% |
Correlation
The correlation between CHAT and NTNX is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since May 18, 2023 | 0.40 |
Over the past year, the correlation between CHAT and NTNX has dropped to 0.19 - well below their long-term average of 0.40, suggesting their price drivers have been diverging.
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Return for Risk
CHAT vs. NTNX — Risk / Return Rank
CHAT
NTNX
CHAT vs. NTNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill Generative AI & Technology ETF (CHAT) and Nutanix, Inc. (NTNX). 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 | NTNX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +4.06 | ||
| Sortino ratioReturn per unit of downside risk | +4.42 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 0.89 | +0.60 |
| Calmar ratioReturn relative to maximum drawdown | 6.79 | -0.58 | +7.37 |
| Martin ratioReturn relative to average drawdown | 19.03 | -0.96 | +19.99 |
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Drawdowns
CHAT vs. NTNX - Drawdown Comparison
The maximum CHAT drawdown since its inception was -31.34%, smaller than the maximum NTNX drawdown of -80.40%. Use the drawdown chart below to compare losses from any high point for CHAT and NTNX.
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Drawdown Indicators
| CHAT | NTNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.34% | -80.40% | +49.06% |
Max Drawdown (1Y)Largest decline over 1 year | -16.28% | -57.58% | +41.30% |
Max Drawdown (3Y)Largest decline over 3 years | -31.34% | -58.58% | +27.24% |
Max Drawdown (5Y)Largest decline over 5 years | — | -68.71% | — |
Current DrawdownCurrent decline from peak | -9.97% | -40.64% | +30.67% |
Average DrawdownAverage peak-to-trough decline | -5.39% | -40.57% | +35.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.80% | 34.53% | -28.73% |
Volatility
CHAT vs. NTNX - Volatility Comparison
Roundhill Generative AI & Technology ETF (CHAT) and Nutanix, Inc. (NTNX) have volatilities of 16.40% and 16.68%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHAT | NTNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.40% | 16.68% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 28.00% | 35.92% | -7.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.14% | 46.13% | -12.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.65% | 49.73% | -19.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.65% | 58.51% | -27.86% |
Dividends
CHAT vs. NTNX - Dividend Comparison
CHAT's dividend yield for the trailing twelve months is around 1.80%, while NTNX has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
CHAT Roundhill Generative AI & Technology ETF | 1.80% | 2.85% |
NTNX Nutanix, Inc. | 0.00% | 0.00% |
Frequently Asked Questions
CHAT and NTNX have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NTNX has higher volatility (16.68%) compared to CHAT (16.40%). In terms of maximum drawdown, CHAT dropped -31.34% vs NTNX's -80.40%.
CHAT currently has the higher Sharpe Ratio (3.34 vs -0.72), 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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