III vs. CHAT
III (Information Services Group, Inc.) is a stock, while CHAT (Roundhill Generative AI & Technology ETF) is Artificial Intelligence fund actively managed by Roundhill. Over the past 3 years, III returned -2.77%/yr vs 40.54%/yr for CHAT. Their 0.19 correlation means their historical movements had little consistent relationship.
Performance
III vs. CHAT - Performance Comparison
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Returns By Period
In the year-to-date period, III achieves a -26.41% return, which is significantly lower than CHAT's 39.01% return.
III
- 1D
- 0.97%
- 1M
- 1.22%
- 6M
- -23.64%
- YTD
- -26.41%
- 1Y
- 2.94%
- 3Y*
- -2.77%
- 5Y*
- -3.55%
- 10Y*
- 3.36%
- ALL TIME*
- -1.77%
CHAT
- 1D
- 2.22%
- 1M
- -7.69%
- 6M
- 32.64%
- YTD
- 39.01%
- 1Y
- 68.87%
- 3Y*
- 40.54%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 45.20%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $58.63M | $57.19M | $67.40M | |
| $778.93K | $750.93K | $1.04M |
III vs. CHAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
III Information Services Group, Inc. | -26.41% | 79.78% | -25.34% | -8.26% |
CHAT Roundhill Generative AI & Technology ETF | 39.01% | 49.85% | 30.98% | 21.04% |
Correlation
The correlation between III and CHAT is 0.12, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.12 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (All Time) Calculated using the full available price history since May 18, 2023 | 0.19 |
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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 | -1.62 | ||
| Sortino ratioReturn per unit of downside risk | -1.79 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.27 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.01 | 2.25 | -2.24 |
| Martin ratioReturn relative to average drawdown | 0.01 | 7.96 | -7.94 |
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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% | -28.34% | -9.29% |
Max Drawdown (3Y)Largest decline over 3 years | -42.18% | -31.34% | -10.84% |
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 | -48.08% | -21.25% | -26.83% |
Average DrawdownAverage peak-to-trough decline | -53.03% | -5.73% | -47.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.56% | 8.01% | +13.55% |
Volatility
III vs. CHAT - Volatility Comparison
The current volatility for Information Services Group, Inc. (III) is 11.47%, while Roundhill Generative AI & Technology ETF (CHAT) has a volatility of 16.74%. 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 | 11.47% | 16.74% | -5.27% |
Volatility (6M)Calculated over the trailing 6-month period | 27.58% | 34.39% | -6.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.61% | 39.18% | +0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.22% | 32.41% | +8.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.48% | 32.41% | +13.07% |
Dividends
III vs. CHAT - Dividend Comparison
III's dividend yield for the trailing twelve months is around 4.33%, more than CHAT's 2.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHAT Roundhill Generative AI & Technology ETF | 2.05% | 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. | 4.33% | 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 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHAT has higher volatility (16.74%) compared to III (11.47%). In terms of maximum drawdown, III dropped -88.55% vs CHAT's -31.34%.
CHAT currently has the higher Sharpe Ratio (1.63 vs 0.01), 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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