FANUY vs. CHAT

Last updated Jun 4, 2026

FANUY (Fanuc Corporation) is a stock, while CHAT (Roundhill Generative AI & Technology ETF) is Technology Equities fund actively managed by Roundhill. Over the past 3 years, FANUY returned 13.30%/yr vs 55.51%/yr for CHAT. At a 0.39 correlation, their price movements are largely independent.

Performance

FANUY vs. CHAT - Performance Comparison

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

Returns By Period

In the year-to-date period, FANUY achieves a 27.48% return, which is significantly lower than CHAT's 74.30% return.

FANUY

• 1D: 2.82%
• 1M: 15.01%
• YTD: 27.48%
• 6M: 44.98%
• 1Y: 87.04%
• 3Y*: 13.30%
• 5Y*: 1.35%
• 10Y*: 0.31%

CHAT

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

*Multi-year figures are annualized to reflect compound growth (CAGR)

FANUY vs. CHAT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
FANUY Fanuc Corporation	27.48%	51.15%	-9.96%	-12.29%
CHAT Roundhill Generative AI & Technology ETF	74.30%	49.85%	30.98%	19.23%

Correlation

The correlation between FANUY 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	0.40
Correlation (All Time) Calculated using the full available price history since May 19, 2023	0.39

Return for Risk

FANUY vs. CHAT — Risk / Return Rank

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

FANUY

FANUY Risk / Return Rank: 86
FANUY Sharpe Ratio Rank: 87
FANUY Sortino Ratio Rank: 86
FANUY Omega Ratio Rank: 82
FANUY Calmar Ratio Rank: 85
FANUY Martin Ratio Rank: 88

CHAT

CHAT Risk / Return Rank: 94
CHAT Sharpe Ratio Rank: 97
CHAT Sortino Ratio Rank: 94
CHAT Omega Ratio Rank: 93
CHAT Calmar Ratio Rank: 96
CHAT Martin Ratio Rank: 94

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.

FANUY vs. CHAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fanuc Corporation (FANUY) 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.

	FANUY	CHAT	Difference
Sharpe ratio: Return per unit of total volatility	1.98	4.72	-2.74
Sortino ratio: Return per unit of downside risk	2.87	4.86	-1.98
Omega ratio: Gain probability vs. loss probability	1.33	1.65	-0.32
Calmar ratio: Return relative to maximum drawdown	3.50	8.90	-5.40
Martin ratio: Return relative to average drawdown	10.84	26.26	-15.41
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FANUY vs. CHAT - Sharpe Ratio Comparison

The current FANUY Sharpe Ratio is 1.98, which is lower than the CHAT Sharpe Ratio of 4.72. The chart below compares the historical Sharpe Ratios of FANUY and CHAT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	FANUY	CHAT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.98	4.72	-2.74
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.04	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.01	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.05	1.98	-2.03

Drawdowns

FANUY vs. CHAT - Drawdown Comparison

The maximum FANUY drawdown since its inception was -79.98%, which is greater than CHAT's maximum drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for FANUY and CHAT.

Drawdown Indicators

	FANUY	CHAT	Difference
Max Drawdown Largest peak-to-trough decline	-79.98%	-31.34%	-48.64%
Max Drawdown (1Y) Largest decline over 1 year	-24.99%	-16.28%	-8.71%
Max Drawdown (3Y) Largest decline over 3 years	-40.05%	-31.34%	-8.71%
Max Drawdown (5Y) Largest decline over 5 years	-55.55%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-64.73%	—	—
Current Drawdown Current decline from peak	-54.45%	-0.66%	-53.79%
Average Drawdown Average peak-to-trough decline	-53.57%	-5.35%	-48.22%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.06%	5.51%	+2.55%

Volatility

FANUY vs. CHAT - Volatility Comparison

Fanuc Corporation (FANUY) has a higher volatility of 17.73% compared to Roundhill Generative AI & Technology ETF (CHAT) at 11.70%. This indicates that FANUY's price experiences larger fluctuations and is considered to be riskier than CHAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FANUY	CHAT	Difference
Volatility (1M) Calculated over the trailing 1-month period	17.73%	11.70%	+6.03%
Volatility (6M) Calculated over the trailing 6-month period	35.12%	24.62%	+10.50%
Volatility (1Y) Calculated over the trailing 1-year period	44.22%	30.74%	+13.48%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.82%	29.90%	+2.92%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.72%	29.90%	+3.82%

Dividends

FANUY vs. CHAT - Dividend Comparison

FANUY has not paid dividends to shareholders, while CHAT's dividend yield for the trailing twelve months is around 1.64%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
CHAT Roundhill Generative AI & Technology ETF	1.64%	2.85%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FANUY Fanuc Corporation	0.00%	0.89%	1.14%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	3.66%

Frequently Asked Questions

Can I hold both FANUY and CHAT in my portfolio?

FANUY 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.

Which is riskier, FANUY or CHAT?

FANUY has higher volatility (17.73%) compared to CHAT (11.70%). In terms of maximum drawdown, FANUY dropped -79.98% vs CHAT's -31.34%.

Which has better risk-adjusted returns?

CHAT currently has the higher Sharpe Ratio (4.72 vs 1.98), 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.