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Roundhill InvestmentsTechnologyCHAT · NYSE Arca

Roundhill Generative AI & Technology ETF (CHAT)

Price
$89.13
11 Sept 2026
Assets
$1.8B
Total net assets
Expense ratio
0.75%
Category 0.90%
Yield
1.92%
Trailing distributions
3Y CAGR
47.6%+20.9%
Category 26.7%
5Y CAGR
Category 11.2%
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Roundhill Generative AI & Technology ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-3.8%-4.3%+42.0%+51.2%+56.5%+47.6%+46.3%
Technology average-3.5%-1.4%29.6%27.5%32.2%26.7%11.2%19.6%15.1%
Difference-0.3%-2.9%+12.4%+23.7%+24.3%+20.9%+31.3%

Holdings

The 10 largest positions make up 38.9% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
NVDANVIDIA Corp7.24%
GOOGLAlphabet Inc Class A5.56%
000660.KQSK hynix Inc4.30%
2513.HKZ.AI Co Ltd Ordinary Shares - Class H3.64%
MUMicron Technology Inc3.36%
NBISNebius Group NV Shs Class-A-3.14%
ASMLASML Holding NV ADR3.09%
AMZNAmazon.com Inc2.99%
005930.KQSamsung Electronics Co Ltd2.84%
ALABAstera Labs Inc2.72%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
24.1
P/B
6.6
P/S
5.1
P/CF
20.4

Sector allocation

Share of the equity the fund holds.

76.8%Technology4 sectors
  1. Technology76.8%
  2. Communication services15.0%
  3. Consumer discretionary4.7%
  4. Industrials3.6%

Asset mix

  • Stocks99.5%
  • Cash0.5%

ETF details

Issuer
Roundhill Investments
Category
Equity · Technology
Ticker
CHAT
Exchange
NYSE Arca
Inception
17 May 2023 (3.3 years)
Structure
Exchange Traded Fund
Expense ratio
0.75% (category 0.90%)
Holdings turnover
92% (category 58%)
Distribution yield
1.92%
Beta, 3 years
2.04
Total net assets
$1.8B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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