Compare · 2 funds side by side · dividends reinvested

CHAT and SOXX

CHATRoundhill×SOXXiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$31,133SOXX · best of the two

02 / 04

CHAT and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.27%+54.7%+52.2%+47.3%+25.5%−30.7%47.7%$44.3B1.4

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.27%+25.7%+13.7%+44.3%[…]−30.3%42.7%$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 3, 2026 · returns include dividends · since: CHAT 2023 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

CHAT

SOXX

iShares Semiconductor ETF · $44.3B$31,133

$10,000 five years ago, dividends reinvested · they hold 26.3% in common

CHATMeasureSOXX

+25.7%Year to dateJan 1 → Nov 3+54.7%

+13.7%1 yearTotal return+52.2%

+44.3%3 years · per year$10,000 became $30,041 · $31,937+47.3%

[…]5 years · per year$10,000 became […] · $31,133+25.5%

0.75%Expense ratio$75 · $33 a year on $10k · lower is better0.33%

2.27%Trailing 12-mo yield$227 · $27 a year on $10k0.27%

−30.3%Worst dropSmaller is better−30.7%

42.7%VolatilityLower is calmer47.7%

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

3–4SOXX wins

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

More Ways to See the Pairs

CHAT vs SOXX: Top 5 Holdings

Today

CHAT

29.1%in top 5

SOXX

in top 539.1%

CHATStockSOXX

not top 5AMD9.2%

8.0%NVDA8.0%

not top 5MU7.9%

not top 5AVGO7.6%

not top 5INTC6.3%

6.1%GOOGLnot top 5

5.5%MSFTnot top 5

5.0%AMZNnot top 5

4.4%METAnot top 5

Held in common26.3%

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

CHAT vs SOXX Returns, Every Period

RoundhillCHAT

+13.7%

past year

SOXXiShares

+52.2%

past year

CHATSOXXFaded: behind in that period

0–3SOXX wins

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

CHAT vs SOXX

YTD

RoundhillCHAT

+25.7%

SOXXiShares

+54.7%

+25.7%Year to date+54.7%

−30.3%Worst drop · 1Y−30.7%

42.7%Volatility · 1Y47.7%

2.3%Yield0.3%

$1.5BAssets$44.3B

3–1CHAT wins

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

Cost, Income and Risk

Fees: CHAT, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

CHAT0.75%$75

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

Yields: CHAT, SOXX

2.27%highest, CHAT

FundTrailing yieldYield$10k

CHAT2.27%$227

SOXX0.27%$27

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

Income After Fees on $10,000

$152most kept, CHAT

CHAT$227 − $75 = $152

SOXX$27 − $33 = −$6

KeptFee

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

Overlap: CHAT, SOXX

Today

26.3%most shared, CHAT and SOXX

CHATSOXX

CHAT—26.3%

SOXX26.3%—

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

Return vs Bumpiness: 2 ETFs

+52.2%SOXX, at 47.7% volatility

CHATWorst drop−30.3%42.7% vol

SOXXWorst drop−30.7%47.7% vol

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

Paid More vs Made More

YTD

CHATSOXX

+25.7%Year to date+54.7%

2.3%Yield0.3%

+13.7%Past year+52.2%

0.75%Fee0.33%

3–1SOXX wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

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