NTNX vs. CHAT
NTNX (Nutanix, Inc.) is a stock, while CHAT (Roundhill Generative AI & Technology ETF) is Technology Equities fund actively managed by Roundhill. Over the past 3 years, NTNX returned 20.17%/yr vs 51.00%/yr for CHAT. At a 0.39 correlation, their price movements are largely independent.
Performance
NTNX vs. CHAT - Performance Comparison
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Returns By Period
In the year-to-date period, NTNX achieves a -8.11% return, which is significantly lower than CHAT's 62.42% return.
NTNX
- 1D
- -0.81%
- 1M
- 0.81%
- YTD
- -8.11%
- 6M
- -8.65%
- 1Y
- -36.04%
- 3Y*
- 20.17%
- 5Y*
- 3.52%
- 10Y*
- —
CHAT
- 1D
- -0.63%
- 1M
- 6.59%
- YTD
- 62.42%
- 6M
- 61.25%
- 1Y
- 107.18%
- 3Y*
- 51.00%
- 5Y*
- —
- 10Y*
- —
NTNX vs. CHAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
NTNX Nutanix, Inc. | -8.11% | -15.51% | 28.29% | 81.54% |
CHAT Roundhill Generative AI & Technology ETF | 62.42% | 49.85% | 30.98% | 21.04% |
Correlation
The correlation between NTNX and CHAT is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since May 18, 2023 | 0.39 |
Over the past year, the correlation between NTNX and CHAT has dropped to 0.17 - well below their long-term average of 0.39, suggesting their price drivers have been diverging.
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Return for Risk
NTNX vs. CHAT — Risk / Return Rank
NTNX
CHAT
NTNX vs. CHAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nutanix, Inc. (NTNX) 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.
| NTNX | CHAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.88 | ||
| Sortino ratioReturn per unit of downside risk | -4.31 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.47 | -0.59 |
| Calmar ratioReturn relative to maximum drawdown | -0.63 | 6.62 | -7.25 |
| Martin ratioReturn relative to average drawdown | -1.03 | 18.29 | -19.31 |
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Drawdowns
NTNX vs. CHAT - Drawdown Comparison
The maximum NTNX drawdown since its inception was -80.40%, which is greater than CHAT's maximum drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for NTNX and CHAT.
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Drawdown Indicators
| NTNX | CHAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.40% | -31.34% | -49.06% |
Max Drawdown (1Y)Largest decline over 1 year | -57.58% | -16.28% | -41.30% |
Max Drawdown (3Y)Largest decline over 3 years | -58.58% | -31.34% | -27.24% |
Max Drawdown (5Y)Largest decline over 5 years | -68.71% | — | — |
Current DrawdownCurrent decline from peak | -42.82% | -7.99% | -34.83% |
Average DrawdownAverage peak-to-trough decline | -40.57% | -5.39% | -35.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 35.21% | 5.88% | +29.33% |
Volatility
NTNX vs. CHAT - Volatility Comparison
The current volatility for Nutanix, Inc. (NTNX) is 14.70%, while Roundhill Generative AI & Technology ETF (CHAT) has a volatility of 19.26%. This indicates that NTNX 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
| NTNX | CHAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.70% | 19.26% | -4.56% |
Volatility (6M)Calculated over the trailing 6-month period | 35.92% | 29.49% | +6.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.34% | 34.88% | +11.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 49.61% | 31.21% | +18.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 58.46% | 31.21% | +27.25% |
Dividends
NTNX vs. CHAT - Dividend Comparison
NTNX has not paid dividends to shareholders, while CHAT's dividend yield for the trailing twelve months is around 1.76%.
| Position | TTM | 2025 |
|---|---|---|
CHAT Roundhill Generative AI & Technology ETF | 1.76% | 2.85% |
NTNX Nutanix, Inc. | 0.00% | 0.00% |
Frequently Asked Questions
NTNX and CHAT have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHAT has higher volatility (19.26%) compared to NTNX (14.70%). In terms of maximum drawdown, NTNX dropped -80.40% vs CHAT's -31.34%.
CHAT currently has the higher Sharpe Ratio (3.10 vs -0.78), 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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