Screener
CHAT vs FORH
Roundhill Generative AI & Technology ETF vs Formidable ETF
Key differences
- CHAT costs 0.44% less per year.
- CHAT is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- CHAT is classified as equity, while FORH is alternative — different risk/return profiles.
- CHAT follows a active selection strategy; FORH uses option income.
- Over the last 3 years, CHAT has delivered higher annualized returns.
Side-by-side comparison
| CHAT | FORH | |
|---|---|---|
| Annual cost (TER) | 0.75% | 1.19% |
| Fund size (AUM) | $1.4B | $20M |
| Since | 2023 | 2021 |
| Dividend yield | 2.17% | 1.73% |
| Asset class | equity | alternative |
| Region | — | — |
| Strategy | active selection | option income |
| CAGR 1Y | +132.5% | +13.4% |
| CAGR 3Y | +55.4% | +3.9% |
| CAGR 5Y | N/A | +2.0% |
| Sharpe 3Y | 1.51 | 0.10 |
| Volatility 1Y | 30.53% | 15.64% |
| Max drawdown | -31.34% | -20.73% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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