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CHAT vs BDYN

Roundhill Generative AI & Technology ETF vs iShares Dynamic Equity Active ETF

CHAT

Roundhill Generative AI & Technology ETF

Roundhill Investments

Annual cost

0.75%

Fund size

$1.4B

BDYN

iShares Dynamic Equity Active ETF

BlackRock

Annual cost

0.40%

Fund size

$2.7B

Key differences

  • BDYN costs 0.35% less per year.
  • CHAT is classified as equity, while BDYN is mixed asset — different risk/return profiles.
  • BDYN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CHATBDYN
Annual cost (TER)0.75%0.40%
Fund size (AUM)$1.4B$2.7B
Since20232017
Dividend yield2.17%0.96%
Asset classequitymixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+132.5%N/A
CAGR 3Y+55.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.51N/A
Volatility 1Y30.53%
Max drawdown-31.34%-10.85%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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