Compare · 2 funds side by side · dividends reinvested

CHAT and EFA

CHATRoundhill×EFAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,818EFA · best of the two

02 / 04

CHAT and EFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI EAFE ETFInternational · Developed0.32%3.30%+7.8%+11.9%+18.3%+8.2%−11.4%16.3%$75.5B1.3

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.49%+14.6%+7.4%+38.2%[…]−37.3%44.1%$1.4B1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: CHAT 2023 · EFA 2001

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Generative AI & Technology ETF · $1.4B[…]

CHAT

EFA

iShares MSCI EAFE ETF · $75.5B$14,818

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

CHATMeasureEFA

+14.6%Year to dateJan 1 → Nov 6+7.8%

+7.4%1 yearTotal return+11.9%

+38.2%3 years · per year$10,000 became $26,370 · $16,576+18.3%

[…]5 years · per year$10,000 became […] · $14,818+8.2%

0.75%Expense ratio$75 · $32 a year on $10k · lower is better0.32%

2.49%Trailing 12-mo yield$249 · $330 a year on $10k3.30%

−37.3%Worst dropSmaller is better−11.4%

44.1%VolatilityLower is calmer16.3%

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

2–5EFA wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CHAT vs EFA: Top 5 Holdings

Today

CHAT

31.9%in top 5

EFA

in top 58.2%

CHATStockEFA

8.0%NVDAnot top 5

6.8%GOOGLnot top 5

6.5%MSFTnot top 5

5.8%AMZNnot top 5

4.8%METAnot top 5

not top 5ASML.AS2.5%

not top 5ROP.SW1.6%

not top 5HSBA.L1.4%

not top 5NOVN.SW1.4%

not top 5SHEL.L1.4%

Held in common0.8%

End-of-day Nov 6, 2026 · share of each fund

CHAT vs EFA Returns, Every Period

RoundhillCHAT

+7.4%

past year

EFAiShares

+11.9%

past year

CHATEFAFaded: behind in that period

2–1CHAT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs International: CHAT vs EFA

YTD

RoundhillCHAT

+14.6%

EFAiShares

+7.8%

+14.6%Year to date+7.8%

−37.3%Worst drop · 1Y−11.4%

44.1%Volatility · 1Y16.3%

2.5%Yield3.3%

$1.4BAssets$75.5B

3–1EFA wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CHAT, EFA

Today

0.32%lowest, EFA

FundExpense ratioFee$10k

EFA0.32%$32

CHAT0.75%$75

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CHAT, EFA

3.30%highest, EFA

FundTrailing yieldYield$10k

EFA3.30%$330

CHAT2.49%$249

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$298most kept, EFA

EFA$330 − $32 = $298

CHAT$249 − $75 = $174

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CHAT, EFA

Today

0.8%most shared, CHAT and EFA

CHATEFA

CHAT—0.8%

EFA0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%EFA, at 16.3% volatility

EFAWorst drop−11.4%16.3% vol

CHATWorst drop−37.3%44.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

EFACHAT

+7.8%Year to date+14.6%

3.3%Yield2.5%

+11.9%Past year+7.4%

0.32%Fee0.75%

3–1EFA wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026