CHAT vs EFA

ACHAT

BEFA

Measures won1–4EFA wins · of 6 · 5Y

$10,000 · 5Y$15,953VT · EFA $14,984

Lowest cost0.06%VT · $6 on $10k

Most income3.21%EFA · $321 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common0.8%CHAT and EFA

Roundhill Generative AI & Technology ETF · $1.5BiShares MSCI EAFE ETF · $77.3B

+39.7%3 years · per year$27,276 · $16,592+18.4%

[…]5 years · per year[…] · $14,984+8.4%

0.75%Expense ratio$75 · $32 on $10k · lower wins0.32%

2.28%12-mo yield$228 · $321 on $10k3.21%

Cards for this view

CHAT

Roundhill Generative AI & Technology

[…]

EFA

iShares MSCI EAFE

$14,984

MeasureCHATEFA

Fee0.75%0.32%

Cost on $10k a year$75$32

Yield2.28%3.21%

5 years, per year[…]+8.4%

3 years, per year+39.7%+18.4%

Worst drop · 1Y−37.3%−11.4%

Volatility · 1Y44.5%

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.54%	+1.1%	+12.0%	+13.2%	+20.7%	+9.8%	−9.7%	$81.8B
2	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+0.3%	+10.7%	+13.6%	+18.4%	+8.4%	−11.4%	$77.3B
3	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.28%	+4.7%	+25.2%	+18.0%	+39.7%	new	−37.3%	$1.5B

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.54%	+1.1%	+12.0%	+13.2%	+20.7%	+9.8%	−9.7%	$81.8B
2	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+0.3%	+10.7%	+13.6%	+18.4%	+8.4%	−11.4%	$77.3B
3	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.28%	+4.7%	+25.2%	+18.0%	+39.7%	new	−37.3%	$1.5B

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