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CHAT vs. PBOT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CHAT vs. PBOT - Performance Comparison

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

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Returns By Period

In the year-to-date period, CHAT achieves a 39.01% return, which is significantly higher than PBOT's 24.27% 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%

PBOT

1D
1.33%
1M
-3.03%
6M
22.08%
YTD
24.27%
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$58.63M$57.19M$67.40M
$18.25K$25.15K$21.82K

CHAT vs. PBOT - Yearly Performance Comparison


2026 (YTD)2025
CHAT
Roundhill Generative AI & Technology ETF
39.01%-4.26%
PBOT
Pictet AI & Automation ETF
24.27%0.33%

Correlation

The correlation between CHAT and PBOT is 0.83, 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 16, 2025

0.83

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Return for Risk

CHAT vs. PBOT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CHAT
CHAT Risk / Return Rank: 6666
Overall Rank
CHAT Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
CHAT Sortino Ratio Rank: 6363
Sortino Ratio Rank
CHAT Omega Ratio Rank: 6464
Omega Ratio Rank
CHAT Calmar Ratio Rank: 6565
Calmar Ratio Rank
CHAT Martin Ratio Rank: 6666
Martin Ratio Rank

PBOT

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CHAT vs. PBOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Roundhill Generative AI & Technology ETF (CHAT) and Pictet AI & Automation ETF (PBOT). 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.


CHATPBOTDifference
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

CHAT vs. PBOT - Sharpe Ratio Comparison


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Drawdowns

CHAT vs. PBOT - Drawdown Comparison

The maximum CHAT drawdown since its inception was -31.34%, which is greater than PBOT's maximum drawdown of -15.78%. Use the drawdown chart below to compare losses from any high point for CHAT and PBOT.


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Drawdown Indicators


CHATPBOTDifference

Max Drawdown

Largest peak-to-trough decline

-31.34%

-15.78%

-15.56%

Max Drawdown (1Y)

Largest decline over 1 year

-28.34%

Max Drawdown (3Y)

Largest decline over 3 years

-31.34%

Current Drawdown

Current decline from peak

-21.25%

-7.70%

-13.55%

Average Drawdown

Average peak-to-trough decline

-5.73%

-4.51%

-1.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.01%

Volatility

CHAT vs. PBOT - Volatility Comparison


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Volatility by Period


CHATPBOTDifference

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%

26.96%

+12.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.41%

26.96%

+5.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.41%

26.96%

+5.45%

CHAT vs. PBOT - Expense Ratio Comparison

CHAT has a 0.75% expense ratio, which is higher than PBOT's 0.70% expense ratio.


Dividends

CHAT vs. PBOT - Dividend Comparison

CHAT's dividend yield for the trailing twelve months is around 2.05%, more than PBOT's 0.08% yield.


Frequently Asked Questions


CHAT and PBOT have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PBOT is cheaper at 0.70% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PBOT is cheaper with a 0.70% expense ratio, compared with 0.75% for CHAT.

CHAT has the higher dividend yield at 2.05%, compared with 0.08% for PBOT.

They also come from different issuers: Roundhill and Pictet. Their fees differ too: 0.75% for CHAT and 0.70% for PBOT.

Portfolio Optimizer

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