XOVR vs. CHAT
Compare and contrast key facts about ERShares Entrepreneur Private-Public Crossover ETF (XOVR) and Roundhill Generative AI & Technology ETF (CHAT).
XOVR and CHAT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XOVR is a passively managed fund by EntrepreneurShares that tracks the performance of the ER30TR Index. It was launched on Nov 7, 2017. CHAT is an actively managed fund by Roundhill. It was launched on May 17, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XOVR or CHAT.
Correlation
The correlation between XOVR and CHAT is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XOVR vs. CHAT - Performance Comparison
Key characteristics
XOVR:
0.87
CHAT:
0.97
XOVR:
1.41
CHAT:
1.38
XOVR:
1.27
CHAT:
1.19
XOVR:
1.20
CHAT:
1.35
XOVR:
3.36
CHAT:
3.96
XOVR:
10.42%
CHAT:
6.46%
XOVR:
40.49%
CHAT:
26.48%
XOVR:
-56.29%
CHAT:
-18.98%
XOVR:
-21.51%
CHAT:
-2.51%
Returns By Period
In the year-to-date period, XOVR achieves a 3.96% return, which is significantly lower than CHAT's 6.40% return.
XOVR
3.96%
-0.75%
23.07%
35.06%
9.68%
N/A
CHAT
6.40%
-0.21%
21.78%
28.43%
N/A
N/A
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XOVR vs. CHAT - Expense Ratio Comparison
Both XOVR and CHAT have an expense ratio of 0.75%.
Risk-Adjusted Performance
XOVR vs. CHAT — Risk-Adjusted Performance Rank
XOVR
CHAT
XOVR vs. CHAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ERShares Entrepreneur Private-Public Crossover ETF (XOVR) 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.
Dividends
XOVR vs. CHAT - Dividend Comparison
Neither XOVR nor CHAT has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
XOVR ERShares Entrepreneur Private-Public Crossover ETF | 0.00% | 0.00% | 0.00% | 0.00% | 57.75% | 6.31% | 0.08% | 3.71% | 0.09% |
CHAT Roundhill Generative AI & Technology ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XOVR vs. CHAT - Drawdown Comparison
The maximum XOVR drawdown since its inception was -56.29%, which is greater than CHAT's maximum drawdown of -18.98%. Use the drawdown chart below to compare losses from any high point for XOVR and CHAT. For additional features, visit the drawdowns tool.
Volatility
XOVR vs. CHAT - Volatility Comparison
The current volatility for ERShares Entrepreneur Private-Public Crossover ETF (XOVR) is 6.10%, while Roundhill Generative AI & Technology ETF (CHAT) has a volatility of 11.29%. This indicates that XOVR 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.