Compare · 3 funds side by side · dividends reinvested

CHAT, VOO and IGV

CHATRoundhill×VOOVanguard×IGViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

CHAT, VOO and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.5

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.36%+21.0%+16.5%+39.6%[…]−37.3%44.3%$1.4B1.9

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−7.2%+13.6%+3.0%−33.2%32.9%$12.8B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CHAT 2023 · VOO 2010 · IGV 2001

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$17,543

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

CHATMeasureVOO

+21.0%Year to dateJan 1 → Nov 9+11.3%

+16.5%1 yearTotal return+13.6%

+39.6%3 years · per year$10,000 became $27,201 · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,543+11.9%

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

2.36%Trailing 12-mo yield$236 · $107 a year on $10k1.07%

−37.3%Worst dropSmaller is better−8.9%

44.3%VolatilityLower is calmer13.7%

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

4–3CHAT wins

End-of-day Nov 9, 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

31.5%in top 5

VOO

in top 528.3%

CHATStockVOO

8.0%NVDA8.4%

not top 5AAPL7.4%

6.7%GOOGL3.1%

6.3%MSFT5.8%

5.7%AMZN3.7%

4.8%METAnot top 5

Held in common32.0%

End-of-day Nov 9, 2026 · share of each fund

CHAT vs VOO Returns, Every Period

RoundhillCHAT

+16.5%

past year

VOOVanguard

+13.6%

past year

CHATVOOFaded: behind in that period

3–0CHAT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Core: CHAT vs VOO

YTD

RoundhillCHAT

+21.0%

VOOVanguard

+11.3%

+21.0%Year to date+11.3%

−37.3%Worst drop · 1Y−8.9%

44.3%Volatility · 1Y13.7%

2.4%Yield1.1%

$1.4BAssets$1.00T

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CHAT, VOO, IGV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IGV0.38%$38

CHAT0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CHAT, VOO, IGV

2.36%highest, CHAT

FundTrailing yieldYield$10k

CHAT2.36%$236

VOO1.07%$107

IGV0.02%$2

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$161most kept, CHAT

CHAT$236 − $75 = $161

VOO$107 − $3 = $104

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CHAT, VOO, IGV

Today

32.0%most shared, CHAT and VOO

CHATVOOIGV

CHAT—32.0%13.6%

VOO32.0%—9.5%

IGV13.6%9.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.5%CHAT, at 44.3% volatility

VOOWorst drop−8.9%13.7% vol

IGVWorst drop−33.2%32.9% vol

CHATWorst drop−37.3%44.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CHATVOO

+21.0%Year to date+11.3%

2.4%Yield1.1%

+16.5%Past year+13.6%

0.75%Fee0.03%

3–1CHAT wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026