Screener
BOUT vs CHAT
Innovator IBD Breakout Opportunities ETF vs Roundhill Generative AI & Technology ETF
Key differences
- CHAT costs 0.05% less per year.
- CHAT is significantly larger than BOUT — larger funds tend to be more liquid and less likely to close.
- BOUT is classified as alternative, while CHAT is equity — different risk/return profiles.
- BOUT follows a structured outcome strategy; CHAT uses active selection.
- Over the last 3 years, CHAT has delivered higher annualized returns.
- BOUT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BOUT | CHAT | |
|---|---|---|
| Annual cost (TER) | 0.80% | 0.75% |
| Fund size (AUM) | $16M | $1.4B |
| Since | 2018 | 2023 |
| Dividend yield | 0.28% | 2.17% |
| Asset class | alternative | equity |
| Region | north america | — |
| Strategy | structured outcome | active selection |
| CAGR 1Y | +36.1% | +132.5% |
| CAGR 3Y | +17.0% | +55.4% |
| CAGR 5Y | +8.8% | N/A |
| Sharpe 3Y | 0.74 | 1.51 |
| Volatility 1Y | 20.75% | 30.53% |
| Max drawdown | -36.75% | -31.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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