PortfoliosLab logoPortfoliosLab logo
CHAT vs. TRUT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CHAT vs. TRUT - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, CHAT achieves a 74.30% return, which is significantly higher than TRUT's 25.30% return.


CHAT

1D
-0.66%
1M
27.78%
YTD
74.30%
6M
73.13%
1Y
144.01%
3Y*
55.51%
5Y*
10Y*

TRUT

1D
-1.46%
1M
16.68%
YTD
25.30%
6M
24.37%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CHAT vs. TRUT - Yearly Performance Comparison


Correlation

The correlation between CHAT and TRUT is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 22, 2025

0.81

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

CHAT vs. TRUT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CHAT
CHAT Risk / Return Rank: 9494
Overall Rank
CHAT Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
CHAT Sortino Ratio Rank: 9494
Sortino Ratio Rank
CHAT Omega Ratio Rank: 9393
Omega Ratio Rank
CHAT Calmar Ratio Rank: 9696
Calmar Ratio Rank
CHAT Martin Ratio Rank: 9494
Martin Ratio Rank

TRUT
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CHAT vs. TRUT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Roundhill Generative AI & Technology ETF (CHAT) and Vaneck Technology Trusector ETF (TRUT). 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.


CHATTRUTDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.65

Calmar ratioReturn relative to maximum drawdown

8.90

Martin ratioReturn relative to average drawdown

26.26

CHAT vs. TRUT - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


CHATTRUTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.72

Sharpe Ratio (All Time)

Calculated using the full available price history

1.98

2.39

-0.41

Drawdowns

CHAT vs. TRUT - Drawdown Comparison

The maximum CHAT drawdown since its inception was -31.34%, which is greater than TRUT's maximum drawdown of -18.55%. Use the drawdown chart below to compare losses from any high point for CHAT and TRUT.


Loading charts...

Drawdown Indicators


CHATTRUTDifference

Max Drawdown

Largest peak-to-trough decline

-31.34%

-18.55%

-12.79%

Max Drawdown (1Y)

Largest decline over 1 year

-16.28%

Max Drawdown (3Y)

Largest decline over 3 years

-31.34%

Current Drawdown

Current decline from peak

-0.66%

-1.46%

+0.80%

Average Drawdown

Average peak-to-trough decline

-5.35%

-5.17%

-0.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.51%

Volatility

CHAT vs. TRUT - Volatility Comparison


Loading charts...

Volatility by Period


CHATTRUTDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.70%

Volatility (6M)

Calculated over the trailing 6-month period

24.62%

Volatility (1Y)

Calculated over the trailing 1-year period

30.74%

21.53%

+9.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.90%

21.53%

+8.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.90%

21.53%

+8.37%

CHAT vs. TRUT - Expense Ratio Comparison

CHAT has a 0.75% expense ratio, which is higher than TRUT's 0.13% expense ratio.


Dividends

CHAT vs. TRUT - Dividend Comparison

CHAT's dividend yield for the trailing twelve months is around 1.64%, more than TRUT's 0.19% yield.


Frequently Asked Questions


CHAT and TRUT have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, TRUT is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TRUT is cheaper with a 0.13% expense ratio, compared with 0.75% for CHAT.

CHAT has the higher dividend yield at 1.64%, compared with 0.19% for TRUT.

They also come from different issuers: Roundhill and VanEck. Their fees differ too: 0.75% for CHAT and 0.13% for TRUT.

Portfolio Optimizer

Find the right allocation for CHAT and TRUT

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer