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APUE vs CHAT

ActivePassive U.S. Equity ETF vs Roundhill Generative AI & Technology ETF

APUE

ActivePassive U.S. Equity ETF

Annual cost

0.31%

Fund size

$2.5B

CHAT

Roundhill Generative AI & Technology ETF

Annual cost

0.75%

Fund size

$2.1B

Key differences

Both APUE and CHAT are equity ETFs. APUE charges 0.31% a year and CHAT 0.75%. The main difference: APUE costs 0.44% less per year.

  • APUE costs 0.44% less per year.
  • Over the last three years, CHAT has delivered higher annualized returns.

Side-by-side comparison

APUECHAT
Annual cost (TER)0.31%0.75%
Fund size (AUM)$2.5B$2.1B
Since20232023
Dividend yield0.75%1.72%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+26.4%+111.4%
CAGR 3Y+22.3%+50.3%
CAGR 5YN/AN/A
Sharpe 3Y1.191.38
Volatility 1Y12.46%32.33%
Max drawdown-18.83%-31.34%

Similar to APUE and CHAT