Compare · 2 funds side by side · dividends reinvested

CHAT and IVV

CHATRoundhill×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

CHAT and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.4

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.31%+23.5%+11.3%+42.9%[…]−30.3%42.8%$1.5B1.6

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 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CHAT

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 29.0% in common

CHATMeasureIVV

+23.5%Year to dateJan 1 → Nov 5+13.4%

+11.3%1 yearTotal return+13.5%

+42.9%3 years · per year$10,000 became $29,167 · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

0.75%Expense ratio$75 · $3 a year on $10k · lower is better0.03%

2.31%Trailing 12-mo yield$231 · $109 a year on $10k1.09%

−30.3%Worst dropSmaller is better−8.9%

42.8%VolatilityLower is calmer12.9%

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

3–4IVV 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 IVV: Top 5 Holdings

Today

CHAT

30.4%in top 5

IVV

in top 527.7%

CHATStockIVV

8.0%NVDA7.3%

not top 5AAPL7.7%

6.3%GOOGL2.6%

6.1%MSFT6.2%

5.4%AMZN3.9%

4.6%METAnot top 5

Held in common29.0%

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

CHAT vs IVV Returns, Every Period

RoundhillCHAT

+11.3%

past year

IVViShares

+13.5%

past year

CHATIVVFaded: behind in that period

2–1CHAT wins

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

Thematic vs Core: CHAT vs IVV

YTD

RoundhillCHAT

+23.5%

IVViShares

+13.4%

+23.5%Year to date+13.4%

−30.3%Worst drop · 1Y−8.9%

42.8%Volatility · 1Y12.9%

2.3%Yield1.1%

$1.5BAssets$887B

2–2level

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

Cost, Income and Risk

Fees: CHAT, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CHAT0.75%$75

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

Yields: CHAT, IVV

2.31%highest, CHAT

FundTrailing yieldYield$10k

CHAT2.31%$231

IVV1.09%$109

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

Income After Fees on $10,000

$156most kept, CHAT

CHAT$231 − $75 = $156

IVV$109 − $3 = $106

KeptFee

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

Overlap: CHAT, IVV

Today

29.0%most shared, CHAT and IVV

CHATIVV

CHAT—29.0%

IVV29.0%—

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

Return vs Bumpiness: 2 ETFs

+13.5%IVV, at 12.9% volatility

IVVWorst drop−8.9%12.9% vol

CHATWorst drop−30.3%42.8% vol

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

Paid More vs Made More

YTD

CHATIVV

+23.5%Year to date+13.4%

2.3%Yield1.1%

+11.3%Past year+13.5%

0.75%Fee0.03%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026