CHAT vs. WUGI

In the year-to-date period, CHAT achieves a 3.21% return, which is significantly lower than WUGI's 3.96% return.

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Both CHAT and WUGI have an expense ratio of 0.75%.

This table presents a comparison of risk-adjusted performance metrics for Roundhill Generative AI & Technology ETF (CHAT) and Esoterica NextG Economy ETF (WUGI). 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 comparable to the WUGI Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of CHAT and WUGI, 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 WUGI's dividend yield for the trailing twelve months is around 3.94%.

The maximum CHAT drawdown since its inception was -31.34%, smaller than the maximum WUGI drawdown of -56.41%. Use the drawdown chart below to compare losses from any high point for CHAT and WUGI.

Roundhill Generative AI & Technology ETF (CHAT) has a higher volatility of 8.25% compared to Esoterica NextG Economy ETF (WUGI) at 6.85%. This indicates that CHAT's price experiences larger fluctuations and is considered to be riskier than WUGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.