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CHAT vs CGGR

Roundhill Generative AI & Technology ETF vs Capital Group Growth ETF

CHAT

Roundhill Generative AI & Technology ETF

Roundhill Investments

Annual cost

0.75%

Fund size

$1.4B

CGGR

Capital Group Growth ETF

Capital Group

Annual cost

0.39%

Fund size

$22.2B

Key differences

  • CGGR costs 0.36% less per year.
  • CGGR is significantly larger than CHAT — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, CHAT has delivered higher annualized returns.

Side-by-side comparison

CHATCGGR
Annual cost (TER)0.75%0.39%
Fund size (AUM)$1.4B$22.2B
Since20232022
Dividend yield2.17%0.10%
Asset classequityequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+132.5%+26.1%
CAGR 3Y+55.4%+26.9%
CAGR 5YN/AN/A
Sharpe 3Y1.511.16
Volatility 1Y30.53%16.35%
Max drawdown-31.34%-28.90%

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

Similar to CHAT and CGGR