EDOC vs. CHAT
EDOC (Global X Telemedicine & Digital Health ETF) and CHAT (Roundhill Generative AI & Technology ETF) are both exchange-traded funds - EDOC is a Health & Biotech Equities fund tracking the Solactive Telemedicine & Digital Health Index- TR Net, while CHAT is a Technology Equities fund actively managed by Roundhill. EDOC is passively managed, while CHAT is actively managed. Over the past 3 years, EDOC returned -10.46%/yr vs 55.51%/yr for CHAT. A 0.51 correlation means they provide meaningful diversification when combined. EDOC charges 0.68%/yr vs 0.75%/yr for CHAT.
Performance
EDOC vs. CHAT - Performance Comparison
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Returns By Period
In the year-to-date period, EDOC achieves a -15.57% return, which is significantly lower than CHAT's 74.30% return.
EDOC
- 1D
- -1.16%
- 1M
- -2.59%
- YTD
- -15.57%
- 6M
- -20.78%
- 1Y
- -22.08%
- 3Y*
- -10.46%
- 5Y*
- -14.71%
- 10Y*
- —
CHAT
- 1D
- -0.66%
- 1M
- 27.78%
- YTD
- 74.30%
- 6M
- 73.13%
- 1Y
- 144.01%
- 3Y*
- 55.51%
- 5Y*
- —
- 10Y*
- —
EDOC vs. CHAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
EDOC Global X Telemedicine & Digital Health ETF | -15.57% | -0.62% | -2.87% | -11.38% |
CHAT Roundhill Generative AI & Technology ETF | 74.30% | 49.85% | 30.98% | 19.23% |
Correlation
The correlation between EDOC and CHAT is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since May 19, 2023 | 0.51 |
The correlation between EDOC and CHAT has been stable across timeframes, ranging from 0.42 to 0.51 - a consistent structural relationship.
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Return for Risk
EDOC vs. CHAT — Risk / Return Rank
EDOC
CHAT
EDOC vs. CHAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Telemedicine & Digital Health ETF (EDOC) and Roundhill Generative AI & Technology ETF (CHAT). 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.
| EDOC | CHAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.74 | ||
| Sortino ratioReturn per unit of downside risk | -6.26 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.65 | -0.81 |
| Calmar ratioReturn relative to maximum drawdown | -0.72 | 8.90 | -9.62 |
| Martin ratioReturn relative to average drawdown | -1.46 | 26.26 | -27.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EDOC | CHAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.01 | 4.72 | -5.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.39 | 1.98 | -2.38 |
Drawdowns
EDOC vs. CHAT - Drawdown Comparison
The maximum EDOC drawdown since its inception was -65.76%, which is greater than CHAT's maximum drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for EDOC and CHAT.
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Drawdown Indicators
| EDOC | CHAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.76% | -31.34% | -34.42% |
Max Drawdown (1Y)Largest decline over 1 year | -30.71% | -16.28% | -14.43% |
Max Drawdown (3Y)Largest decline over 3 years | -35.78% | -31.34% | -4.44% |
Max Drawdown (5Y)Largest decline over 5 years | -60.36% | — | — |
Current DrawdownCurrent decline from peak | -63.55% | -0.66% | -62.89% |
Average DrawdownAverage peak-to-trough decline | -43.02% | -5.35% | -37.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.13% | 5.51% | +9.62% |
Volatility
EDOC vs. CHAT - Volatility Comparison
The current volatility for Global X Telemedicine & Digital Health ETF (EDOC) is 5.21%, while Roundhill Generative AI & Technology ETF (CHAT) has a volatility of 11.70%. This indicates that EDOC experiences smaller price fluctuations and is considered to be less risky than CHAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EDOC | CHAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 11.70% | -6.49% |
Volatility (6M)Calculated over the trailing 6-month period | 15.69% | 24.62% | -8.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.89% | 30.74% | -8.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.37% | 29.90% | -3.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.18% | 29.90% | -3.72% |
EDOC vs. CHAT - Expense Ratio Comparison
EDOC has a 0.68% expense ratio, which is lower than CHAT's 0.75% expense ratio.
Dividends
EDOC vs. CHAT - Dividend Comparison
EDOC's dividend yield for the trailing twelve months is around 0.39%, less than CHAT's 1.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
CHAT Roundhill Generative AI & Technology ETF | 1.64% | 2.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EDOC Global X Telemedicine & Digital Health ETF | 0.39% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.03% |
Frequently Asked Questions
EDOC and CHAT have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHAT has higher volatility (11.70%) compared to EDOC (5.21%). In terms of maximum drawdown, EDOC dropped -65.76% vs CHAT's -31.34%.
On 3-year performance, CHAT leads with 55.51% vs -10.46% for EDOC. On fees, EDOC is cheaper at 0.68% per year. On volatility, EDOC has been the lower-risk option at 5.21%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, CHAT has performed better with a 55.51% return vs -10.46%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
EDOC is cheaper with a 0.68% expense ratio, compared with 0.75% for CHAT.
CHAT has the higher dividend yield at 1.64%, compared with 0.39% for EDOC.
EDOC is categorized as Health & Biotech Equities, while CHAT is Technology Equities. They also come from different issuers: Global X and Roundhill. Their fees differ too: 0.68% for EDOC and 0.75% for CHAT.
CHAT currently has the higher Sharpe Ratio (4.72 vs -1.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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