CHAT vs. SHOC

In the year-to-date period, CHAT achieves a 3.21% return, which is significantly higher than SHOC's 0.88% return.

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CHAT has a 0.75% expense ratio, which is higher than SHOC's 0.40% expense ratio.

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.

The current CHAT Sharpe Ratio is 0.56, which is higher than the SHOC Sharpe Ratio of -0.06. The chart below compares the historical Sharpe Ratios of CHAT and SHOC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CHAT has not paid dividends to shareholders, while SHOC's dividend yield for the trailing twelve months is around 0.28%.

The maximum CHAT drawdown since its inception was -31.34%, smaller than the maximum SHOC drawdown of -37.56%. Use the drawdown chart below to compare losses from any high point for CHAT and SHOC.

The current volatility for Roundhill Generative AI & Technology ETF (CHAT) is 8.25%, while Strive U.S. Semiconductor ETF (SHOC) has a volatility of 10.93%. This indicates that CHAT experiences smaller price fluctuations and is considered to be less risky than SHOC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.