CHAT vs. SHOC
Compare and contrast key facts about Roundhill Generative AI & Technology ETF (CHAT) and Strive U.S. Semiconductor ETF (SHOC).
CHAT and SHOC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CHAT is an actively managed fund by Roundhill. It was launched on May 17, 2023. SHOC is a passively managed fund by Strive that tracks the performance of the Bloomberg US Listed Semiconductors Select Index - Benchmark TR Gross. It was launched on Oct 5, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHAT or SHOC.
Correlation
The correlation between CHAT and SHOC is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CHAT vs. SHOC - Performance Comparison
Key characteristics
CHAT:
0.84
SHOC:
0.33
CHAT:
1.24
SHOC:
0.67
CHAT:
1.17
SHOC:
1.08
CHAT:
1.19
SHOC:
0.45
CHAT:
3.53
SHOC:
0.97
CHAT:
6.38%
SHOC:
11.98%
CHAT:
26.85%
SHOC:
35.60%
CHAT:
-18.98%
SHOC:
-25.71%
CHAT:
-9.13%
SHOC:
-15.03%
Returns By Period
In the year-to-date period, CHAT achieves a -0.82% return, which is significantly lower than SHOC's 0.68% return.
CHAT
-0.82%
-3.07%
15.48%
22.91%
N/A
N/A
SHOC
0.68%
-1.82%
0.43%
15.26%
N/A
N/A
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CHAT vs. SHOC - Expense Ratio Comparison
CHAT has a 0.75% expense ratio, which is higher than SHOC's 0.40% expense ratio.
Risk-Adjusted Performance
CHAT vs. SHOC — Risk-Adjusted Performance Rank
CHAT
SHOC
CHAT vs. SHOC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill Generative AI & Technology ETF (CHAT) and Strive U.S. Semiconductor ETF (SHOC). 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.
Dividends
CHAT vs. SHOC - Dividend Comparison
CHAT has not paid dividends to shareholders, while SHOC's dividend yield for the trailing twelve months is around 0.35%.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
CHAT Roundhill Generative AI & Technology ETF | 0.00% | 0.00% | 0.00% | 0.00% |
SHOC Strive U.S. Semiconductor ETF | 0.35% | 0.35% | 0.65% | 0.24% |
Drawdowns
CHAT vs. SHOC - Drawdown Comparison
The maximum CHAT drawdown since its inception was -18.98%, smaller than the maximum SHOC drawdown of -25.71%. Use the drawdown chart below to compare losses from any high point for CHAT and SHOC. For additional features, visit the drawdowns tool.
Volatility
CHAT vs. SHOC - Volatility Comparison
Roundhill Generative AI & Technology ETF (CHAT) has a higher volatility of 11.72% compared to Strive U.S. Semiconductor ETF (SHOC) at 10.49%. This indicates that CHAT's price experiences larger fluctuations and is considered to be riskier than SHOC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.