III vs. CHAT
III (Information Services Group, Inc.) is a stock, while CHAT (Roundhill Generative AI & Technology ETF) is Technology Equities fund actively managed by Roundhill. Over the past 3 years, III returned -6.29%/yr vs 51.32%/yr for CHAT. At a 0.22 correlation, their price movements are largely independent.
Performance
III vs. CHAT - Performance Comparison
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Returns By Period
In the year-to-date period, III achieves a -28.36% return, which is significantly lower than CHAT's 63.45% return.
III
- 1D
- 1.50%
- 1M
- -7.83%
- YTD
- -28.36%
- 6M
- -30.29%
- 1Y
- -10.06%
- 3Y*
- -6.29%
- 5Y*
- -2.44%
- 10Y*
- 2.64%
CHAT
- 1D
- -7.40%
- 1M
- 7.27%
- YTD
- 63.45%
- 6M
- 62.78%
- 1Y
- 115.67%
- 3Y*
- 51.32%
- 5Y*
- —
- 10Y*
- —
III vs. CHAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
III Information Services Group, Inc. | -28.36% | 79.78% | -25.34% | -8.26% |
CHAT Roundhill Generative AI & Technology ETF | 63.45% | 49.85% | 30.98% | 21.04% |
Correlation
The correlation between III and CHAT is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since May 18, 2023 | 0.22 |
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Return for Risk
III vs. CHAT — Risk / Return Rank
III
CHAT
III vs. CHAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Information Services Group, Inc. (III) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| III | CHAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.59 | ||
| Sortino ratioReturn per unit of downside risk | -3.63 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.49 | -0.51 |
| Calmar ratioReturn relative to maximum drawdown | -0.27 | 7.14 | -7.41 |
| Martin ratioReturn relative to average drawdown | -0.52 | 19.81 | -20.33 |
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Drawdowns
III vs. CHAT - Drawdown Comparison
The maximum III drawdown since its inception was -88.55%, which is greater than CHAT's maximum drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for III and CHAT.
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Drawdown Indicators
| III | CHAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.55% | -31.34% | -57.21% |
Max Drawdown (1Y)Largest decline over 1 year | -37.63% | -16.28% | -21.35% |
Max Drawdown (3Y)Largest decline over 3 years | -45.79% | -31.34% | -14.45% |
Max Drawdown (5Y)Largest decline over 5 years | -66.71% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -69.72% | — | — |
Current DrawdownCurrent decline from peak | -49.45% | -7.40% | -42.05% |
Average DrawdownAverage peak-to-trough decline | -53.05% | -5.38% | -47.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.31% | 5.86% | +13.45% |
Volatility
III vs. CHAT - Volatility Comparison
The current volatility for Information Services Group, Inc. (III) is 8.87%, while Roundhill Generative AI & Technology ETF (CHAT) has a volatility of 19.25%. This indicates that III 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
| III | CHAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.87% | 19.25% | -10.38% |
Volatility (6M)Calculated over the trailing 6-month period | 27.24% | 29.60% | -2.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.71% | 34.87% | +4.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.14% | 31.22% | +9.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.47% | 31.22% | +14.25% |
Dividends
III vs. CHAT - Dividend Comparison
III's dividend yield for the trailing twelve months is around 4.44%, more than CHAT's 1.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHAT Roundhill Generative AI & Technology ETF | 1.74% | 2.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
III Information Services Group, Inc. | 4.44% | 3.11% | 5.39% | 3.72% | 3.26% | 1.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 3.87% |
Frequently Asked Questions
III and CHAT have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHAT has higher volatility (19.25%) compared to III (8.87%). In terms of maximum drawdown, III dropped -88.55% vs CHAT's -31.34%.
CHAT currently has the higher Sharpe Ratio (3.34 vs -0.26), 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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