Compare · 4 funds side by side · dividends reinvested

CHAT, IVV, SMH and SPY

CHATRoundhill×IVViShares×SMHVanEck×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

CHAT, IVV, SMH and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B2.6

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.49%+14.6%+7.4%+38.2%[…]−37.3%44.1%$1.4B3.0

Rank among the four1st → 4thFee, 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 · IVV 2000 · SMH 2011 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

CHAT

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 28.4% in common

CHATMeasureIVV

+14.6%Year to dateJan 1 → Nov 6+8.7%

+7.4%1 yearTotal return+9.8%

+38.2%3 years · per year$10,000 became $26,370 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

2.49%Trailing 12-mo yield$249 · $114 a year on $10k1.14%

−37.3%Worst dropSmaller is better−8.9%

44.1%VolatilityLower is calmer13.6%

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

3–4IVV 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 IVV: Top 5 Holdings

Today

CHAT

31.9%in top 5

IVV

in top 527.8%

CHATStockIVV

8.0%NVDA6.9%

not top 5AAPL7.9%

6.8%GOOGL2.6%

6.5%MSFT6.3%

5.8%AMZN4.0%

4.8%METAnot top 5

Held in common28.4%

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

CHAT vs IVV Returns, Every Period

RoundhillCHAT

+7.4%

past year

IVViShares

+9.8%

past year

CHATIVVFaded: behind in that period

2–1CHAT wins

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

Thematic vs Core: CHAT vs IVV

YTD

RoundhillCHAT

+14.6%

IVViShares

+8.7%

+14.6%Year to date+8.7%

−37.3%Worst drop · 1Y−8.9%

44.1%Volatility · 1Y13.6%

2.5%Yield1.1%

$1.4BAssets$853B

2–2level

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

Cost, Income and Risk

Fees: CHAT, IVV, SMH, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

SMH0.35%$35

CHAT0.75%$75

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

Yields: CHAT, IVV, SMH, SPY

2.49%highest, CHAT

FundTrailing yieldYield$10k

CHAT2.49%$249

IVV1.14%$114

SPY1.03%$103

SMH0.24%$24

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

Income After Fees on $10,000

$174most kept, CHAT

CHAT$249 − $75 = $174

IVV$114 − $3 = $111

SPY$103 − $9 = $94

SMH$24 − $35 = −$11

KeptFee

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

Overlap: CHAT, IVV, SMH, SPY

Today

99.9%most shared, IVV and SPY

CHATIVVSMHSPY

CHAT—28.4%25.4%28.3%

IVV28.4%—14.5%99.9%

SMH25.4%14.5%—14.5%

SPY28.3%99.9%14.5%—

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

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

SMHWorst drop−33.1%42.9% 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

CHATSMH

+14.6%Year to date+28.8%

2.5%Yield0.2%

+7.4%Past year+29.5%

0.75%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026