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CHAT vs IVES

Roundhill Generative AI & Technology ETF vs Dan IVES Wedbush AI Revolution ETF

CHAT

Roundhill Generative AI & Technology ETF

Annual cost

0.75%

Fund size

$1.4B

IVES

Dan IVES Wedbush AI Revolution ETF

Annual cost

0.75%

Fund size

$997M

Key differences

  • CHAT follows a active selection strategy; IVES uses index tracking.

Side-by-side comparison

CHATIVES
Annual cost (TER)0.75%0.75%
Fund size (AUM)$1.4B$997M
Since20232025
Dividend yield2.17%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
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%-22.64%

Similar to CHAT and IVES