SYM vs. CHAT
SYM (Symbotic Inc) is a stock, while CHAT (Roundhill Generative AI & Technology ETF) is Technology Equities fund actively managed by Roundhill. Over the past 3 years, SYM returned -3.92%/yr vs 48.02%/yr for CHAT. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
SYM vs. CHAT - Performance Comparison
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Returns By Period
In the year-to-date period, SYM achieves a -30.03% return, which is significantly lower than CHAT's 57.97% return.
SYM
- 1D
- -2.80%
- 1M
- -16.29%
- YTD
- -30.03%
- 6M
- -32.23%
- 1Y
- 48.63%
- 3Y*
- -3.92%
- 5Y*
- 33.12%
- 10Y*
- —
CHAT
- 1D
- 0.77%
- 1M
- 5.15%
- YTD
- 57.97%
- 6M
- 60.59%
- 1Y
- 109.99%
- 3Y*
- 48.02%
- 5Y*
- —
- 10Y*
- —
SYM vs. CHAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SYM Symbotic Inc | -30.03% | 150.95% | -53.81% | 82.41% |
CHAT Roundhill Generative AI & Technology ETF | 57.97% | 49.85% | 30.98% | 21.04% |
Correlation
The correlation between SYM and CHAT is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since May 18, 2023 | 0.51 |
The correlation between SYM and CHAT has been stable across timeframes, ranging from 0.47 to 0.51 - a consistent structural relationship.
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Return for Risk
SYM vs. CHAT — Risk / Return Rank
SYM
CHAT
SYM vs. CHAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symbotic Inc (SYM) 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.
| SYM | CHAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.80 | ||
| Sortino ratioReturn per unit of downside risk | -2.17 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.50 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | 0.93 | 6.79 | -5.87 |
| Martin ratioReturn relative to average drawdown | 1.71 | 19.03 | -17.32 |
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Drawdowns
SYM vs. CHAT - Drawdown Comparison
The maximum SYM drawdown since its inception was -72.46%, which is greater than CHAT's maximum drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for SYM and CHAT.
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Drawdown Indicators
| SYM | CHAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.46% | -31.34% | -41.12% |
Max Drawdown (1Y)Largest decline over 1 year | -52.76% | -16.28% | -36.48% |
Max Drawdown (3Y)Largest decline over 3 years | -72.46% | -31.34% | -41.12% |
Max Drawdown (5Y)Largest decline over 5 years | -72.46% | — | — |
Current DrawdownCurrent decline from peak | -52.31% | -9.97% | -42.34% |
Average DrawdownAverage peak-to-trough decline | -28.11% | -5.39% | -22.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.52% | 5.80% | +22.72% |
Volatility
SYM vs. CHAT - Volatility Comparison
Symbotic Inc (SYM) has a higher volatility of 19.63% compared to Roundhill Generative AI & Technology ETF (CHAT) at 16.40%. This indicates that SYM'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.
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Volatility by Period
| SYM | CHAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.63% | 16.40% | +3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 44.76% | 28.00% | +16.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 90.71% | 33.14% | +57.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 104.15% | 30.65% | +73.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 101.53% | 30.65% | +70.88% |
Dividends
SYM vs. CHAT - Dividend Comparison
SYM has not paid dividends to shareholders, while CHAT's dividend yield for the trailing twelve months is around 1.80%.
| Position | TTM | 2025 |
|---|---|---|
CHAT Roundhill Generative AI & Technology ETF | 1.80% | 2.85% |
SYM Symbotic Inc | 0.00% | 0.00% |
Frequently Asked Questions
SYM and CHAT have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SYM has higher volatility (19.63%) compared to CHAT (16.40%). In terms of maximum drawdown, SYM dropped -72.46% vs CHAT's -31.34%.
CHAT currently has the higher Sharpe Ratio (3.34 vs 0.54), 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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