Compare · 2 funds side by side · dividends reinvested

CHAT and IGV

CHATRoundhill×IGViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,367IGV · best of the two

02 / 04

CHAT and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.57%+10.8%+4.2%+37.5%[…]−37.3%43.9%$1.4B1.4

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.3%−11.6%+13.6%+2.6%−33.3%32.9%$12.4B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: CHAT 2023 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

CHAT

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,367

$10,000 five years ago, dividends reinvested · they hold 13.8% in common

CHATMeasureIGV

+10.8%Year to dateJan 1 → Nov 5−6.3%

+4.2%1 yearTotal return−11.6%

+37.5%3 years · per year$10,000 became $25,985 · $14,673+13.6%

[…]5 years · per year$10,000 became […] · $11,367+2.6%

0.75%Expense ratio$75 · $38 a year on $10k · lower is better0.38%

2.57%Trailing 12-mo yield$257 · $2 a year on $10k0.02%

−37.3%Worst dropSmaller is better−33.3%

43.9%VolatilityLower is calmer32.9%

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

4–3CHAT wins

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

More Ways to See the Pairs

CHAT vs IGV: Top 5 Holdings

Today

CHAT

30.4%in top 5

IGV

in top 541.9%

CHATStockIGV

6.1%MSFT9.4%

not top 5PANW8.6%

not top 5PLTR8.4%

not top 5CRWD8.2%

8.0%NVDAnot top 5

not top 5ORCL7.2%

6.3%GOOGLnot top 5

5.4%AMZNnot top 5

4.6%METAnot top 5

Held in common13.8%

End-of-day Nov 5, 2026 · share of each fund

CHAT vs IGV Returns, Every Period

RoundhillCHAT

+4.2%

past year

IGViShares

−11.6%

past year

CHATIGVFaded: behind in that period

3–0CHAT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CHAT vs IGV

YTD

RoundhillCHAT

+10.8%

IGViShares

−6.3%

+10.8%Year to date−6.3%

−37.3%Worst drop · 1Y−33.3%

43.9%Volatility · 1Y32.9%

2.6%Yield0.0%

$1.4BAssets$12.4B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CHAT, IGV

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

CHAT0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CHAT, IGV

2.57%highest, CHAT

FundTrailing yieldYield$10k

CHAT2.57%$257

IGV0.02%$2

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$182most kept, CHAT

CHAT$257 − $75 = $182

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CHAT, IGV

Today

13.8%most shared, CHAT and IGV

CHATIGV

CHAT—13.8%

IGV13.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.2%CHAT, at 43.9% volatility

IGVWorst drop−33.3%32.9% vol

CHATWorst drop−37.3%43.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CHATIGV

+10.8%Year to date−6.3%

2.6%Yield0.0%

+4.2%Past year−11.6%

0.75%Fee0.38%

3–1CHAT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026