MSTW vs. CHAT
MSTW (Roundhill MSTR WeeklyPay ETF) and CHAT (Roundhill Generative AI & Technology ETF) are both exchange-traded funds - MSTW is a Derivative Income fund actively managed by Roundhill, while CHAT is a Technology Equities fund actively managed by Roundhill. Both are actively managed. At a 0.44 correlation, their price movements are largely independent. MSTW charges 0.99%/yr vs 0.75%/yr for CHAT.
Performance
MSTW vs. CHAT - Performance Comparison
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Returns By Period
In the year-to-date period, MSTW achieves a -48.61% return, which is significantly lower than CHAT's 42.01% return.
MSTW
- 1D
- -4.43%
- 1M
- -29.56%
- 6M
- -55.26%
- YTD
- -48.61%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CHAT
- 1D
- -5.30%
- 1M
- -12.49%
- 6M
- 36.21%
- YTD
- 42.01%
- 1Y
- 73.94%
- 3Y*
- 41.74%
- 5Y*
- —
- 10Y*
- —
MSTW vs. CHAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MSTW Roundhill MSTR WeeklyPay ETF | -48.61% | -71.40% |
CHAT Roundhill Generative AI & Technology ETF | 42.01% | 19.85% |
Correlation
The correlation between MSTW and CHAT is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 24, 2025 | 0.44 |
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Return for Risk
MSTW vs. CHAT — Risk / Return Rank
MSTW
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
CHAT
MSTW vs. CHAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill MSTR WeeklyPay ETF (MSTW) 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.
| MSTW | CHAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.32 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.80 | — |
| Martin ratioReturn relative to average drawdown | — | 11.13 | — |
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Drawdowns
MSTW vs. CHAT - Drawdown Comparison
The maximum MSTW drawdown since its inception was -87.29%, which is greater than CHAT's maximum drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for MSTW and CHAT.
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Drawdown Indicators
| MSTW | CHAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.29% | -31.34% | -55.95% |
Max Drawdown (1Y)Largest decline over 1 year | — | -19.54% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -31.34% | — |
Current DrawdownCurrent decline from peak | -85.31% | -19.54% | -65.77% |
Average DrawdownAverage peak-to-trough decline | -57.61% | -5.52% | -52.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 6.67% | — |
Volatility
MSTW vs. CHAT - Volatility Comparison
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Volatility by Period
| MSTW | CHAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 16.90% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 32.39% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 90.93% | 37.11% | +53.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 90.93% | 31.83% | +59.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 90.93% | 31.83% | +59.10% |
MSTW vs. CHAT - Expense Ratio Comparison
MSTW has a 0.99% expense ratio, which is higher than CHAT's 0.75% expense ratio.
Dividends
MSTW vs. CHAT - Dividend Comparison
MSTW's dividend yield for the trailing twelve months is around 402.38%, more than CHAT's 2.01% yield.
| Position | TTM | 2025 |
|---|---|---|
CHAT Roundhill Generative AI & Technology ETF | 2.01% | 2.85% |
MSTW Roundhill MSTR WeeklyPay ETF | 402.38% | 106.94% |
Frequently Asked Questions
MSTW and CHAT have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CHAT is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CHAT is cheaper with a 0.75% expense ratio, compared with 0.99% for MSTW.
MSTW has the higher dividend yield at 402.38%, compared with 2.01% for CHAT.
MSTW is categorized as Derivative Income, while CHAT is Technology Equities. Their fees differ too: 0.99% for MSTW and 0.75% for CHAT.
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