Compare · 4 funds side by side · dividends reinvested

CHAT, VOO, DRAM and IVV

CHATRoundhill×VOOVanguard×DRAMRoundhill×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177VOO · best of the four

02 / 04

CHAT, VOO, DRAM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.49%+14.6%+7.4%+38.2%[…]−37.3%44.1%$1.4B2.3

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.5

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 · VOO 2010 · DRAM 2026 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CHAT

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 32.0% in common

CHATMeasureVOO

+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 · $18,079+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 · $110 a year on $10k1.10%

−37.3%Worst dropSmaller is better−8.9%

44.1%VolatilityLower is calmer13.5%

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

3–4VOO 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 VOO: Top 5 Holdings

Today

CHAT

31.9%in top 5

VOO

in top 528.3%

CHATStockVOO

8.0%NVDA8.4%

not top 5AAPL7.4%

6.8%GOOGL3.1%

6.5%MSFT5.8%

5.8%AMZN3.7%

4.8%METAnot top 5

Held in common32.0%

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

CHAT vs VOO Returns, Every Period

RoundhillCHAT

+7.4%

past year

VOOVanguard

+9.8%

past year

CHATVOOFaded: 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, VOO, DRAM, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

DRAM0.65%$65

CHAT0.75%$75

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

Yields: CHAT, VOO, DRAM, IVV

2.49%highest, CHAT

FundTrailing yieldYield$10k

CHAT2.49%$249

IVV1.14%$114

VOO1.10%$110

DRAM0.00%$0

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

VOO$110 − $3 = $107

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: CHAT, VOO, DRAM, IVV

Today

92.2%most shared, VOO and IVV

CHATVOODRAMIVV

CHAT—32.0%9.3%28.4%

VOO32.0%—2.8%92.2%

DRAM9.3%2.8%—1.7%

IVV28.4%92.2%1.7%—

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

Return vs Bumpiness: 4 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

CHATWorst drop−37.3%44.1% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

CHATIVV

+14.6%Year to date+8.7%

2.5%Yield1.1%

+7.4%Past year+9.8%

0.75%Fee0.03%

2–2level

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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