Compare · 2 funds side by side · dividends reinvested

CHAT and AIQ

CHATRoundhill×AIQGlobal X×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,010AIQ · best of the two

02 / 04

CHAT and AIQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.27%+25.7%+13.7%+44.3%[…]−30.3%42.7%$1.5B1.4

Global X - Artificial Intelligence & Technology ETFThematic · AI & semis0.68%0.08%+17.1%+12.3%+32.6%+13.7%−20.2%29.7%$9.5B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CHAT 2023 · AIQ 2018

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Artificial Intelligence & Technology ETF · $9.5B$19,010

AIQ

CHAT

Roundhill Generative AI & Technology ETF · $1.5B[…]

$10,000 five years ago, dividends reinvested · they hold 36.4% in common

AIQMeasureCHAT

+17.1%Year to dateJan 1 → Nov 3+25.7%

+12.3%1 yearTotal return+13.7%

+32.6%3 years · per year$10,000 became $23,294 · $30,041+44.3%

+13.7%5 years · per year$10,000 became $19,010 · […][…]

0.68%Expense ratio$68 · $75 a year on $10k · lower is better0.75%

0.08%Trailing 12-mo yield$8 · $227 a year on $10k2.27%

−20.2%Worst dropSmaller is better−30.3%

29.7%VolatilityLower is calmer42.7%

AIQCHAT Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4CHAT wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIQ vs CHAT: Top 5 Holdings

Today

AIQ

18.4%in top 5

CHAT

in top 529.1%

AIQStockCHAT

not top 5NVDA8.0%

not top 5GOOGL6.1%

4.0%MSFT5.5%

not top 5AMZN5.0%

not top 5META4.4%

4.3%PLTRnot top 5

3.6%TSLAnot top 5

3.3%SPCXnot top 5

3.2%ORCLnot top 5

Held in common36.4%

End-of-day Nov 3, 2026 · share of each fund

AIQ vs CHAT Returns, Every Period

Global XAIQ

+12.3%

past year

CHATRoundhill

+13.7%

past year

AIQCHATFaded: behind in that period

0–3CHAT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

AIQ vs CHAT

YTD

Global XAIQ

+17.1%

CHATRoundhill

+25.7%

+17.1%Year to date+25.7%

−20.2%Worst drop · 1Y−30.3%

29.7%Volatility · 1Y42.7%

0.1%Yield2.3%

$9.5BAssets$1.5B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CHAT, AIQ

Today

0.68%lowest, AIQ

FundExpense ratioFee$10k

AIQ0.68%$68

CHAT0.75%$75

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CHAT, AIQ

2.27%highest, CHAT

FundTrailing yieldYield$10k

CHAT2.27%$227

AIQ0.08%$8

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$152most kept, CHAT

CHAT$227 − $75 = $152

AIQ$8 − $68 = −$60

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CHAT, AIQ

Today

36.4%most shared, CHAT and AIQ

CHATAIQ

CHAT—36.4%

AIQ36.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.7%CHAT, at 42.7% volatility

AIQWorst drop−20.2%29.7% vol

CHATWorst drop−30.3%42.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CHATAIQ

+25.7%Year to date+17.1%

2.3%Yield0.1%

+13.7%Past year+12.3%

0.75%Fee0.68%

3–1CHAT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026