CHAT vs. VGT
Compare and contrast key facts about Roundhill Generative AI & Technology ETF (CHAT) and Vanguard Information Technology ETF (VGT).
CHAT and VGT 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. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Mar 25, 2004.
Performance
CHAT vs. VGT - Performance Comparison
Loading graphics...
CHAT vs. VGT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CHAT Roundhill Generative AI & Technology ETF | 4.90% | 49.85% | 30.98% | 19.23% |
VGT Vanguard Information Technology ETF | -7.34% | 21.77% | 29.30% | 21.05% |
Returns By Period
In the year-to-date period, CHAT achieves a 4.90% return, which is significantly higher than VGT's -7.34% return.
CHAT
- 1D
- 4.72%
- 1M
- -3.19%
- YTD
- 4.90%
- 6M
- 3.42%
- 1Y
- 82.50%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VGT
- 1D
- 4.34%
- 1M
- -3.89%
- YTD
- -7.34%
- 6M
- -6.36%
- 1Y
- 29.19%
- 3Y*
- 22.58%
- 5Y*
- 14.54%
- 10Y*
- 21.35%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CHAT vs. VGT - Expense Ratio Comparison
CHAT has a 0.75% expense ratio, which is higher than VGT's 0.09% expense ratio.
Return for Risk
CHAT vs. VGT — Risk / Return Rank
CHAT
VGT
CHAT vs. VGT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill Generative AI & Technology ETF (CHAT) and Vanguard Information Technology ETF (VGT). 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.
| CHAT | VGT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.42 | 1.08 | +1.35 |
Sortino ratioReturn per unit of downside risk | 3.04 | 1.65 | +1.39 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.23 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 4.94 | 1.77 | +3.17 |
Martin ratioReturn relative to average drawdown | 13.74 | 5.47 | +8.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CHAT | VGT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.42 | 1.08 | +1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.58 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.27 | 0.61 | +0.66 |
Correlation
The correlation between CHAT and VGT is 0.90, 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.
Dividends
CHAT vs. VGT - Dividend Comparison
CHAT's dividend yield for the trailing twelve months is around 2.72%, more than VGT's 0.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHAT Roundhill Generative AI & Technology ETF | 2.72% | 2.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.44% | 0.40% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Drawdowns
CHAT vs. VGT - Drawdown Comparison
The maximum CHAT drawdown since its inception was -31.34%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for CHAT and VGT.
Loading graphics...
Drawdown Indicators
| CHAT | VGT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.34% | -54.63% | +23.29% |
Max Drawdown (1Y)Largest decline over 1 year | -16.28% | -16.40% | +0.12% |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.07% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.07% | — |
Current DrawdownCurrent decline from peak | -6.73% | -12.77% | +6.04% |
Average DrawdownAverage peak-to-trough decline | -5.61% | -8.00% | +2.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.85% | 5.30% | +0.55% |
Volatility
CHAT vs. VGT - Volatility Comparison
Roundhill Generative AI & Technology ETF (CHAT) has a higher volatility of 13.21% compared to Vanguard Information Technology ETF (VGT) at 7.99%. This indicates that CHAT's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CHAT | VGT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.21% | 7.99% | +5.22% |
Volatility (6M)Calculated over the trailing 6-month period | 23.24% | 16.31% | +6.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.27% | 27.24% | +7.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.27% | 25.07% | +4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.27% | 24.48% | +4.79% |