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FFTY vs CHAT

CapForce IBD 50 ETF vs Roundhill Generative AI & Technology ETF

FFTY

CapForce IBD 50 ETF

Capital-FORCE ETF

Annual cost

0.80%

Fund size

$88M

CHAT

Roundhill Generative AI & Technology ETF

Roundhill Investments

Annual cost

0.75%

Fund size

$1.4B

Key differences

  • CHAT costs 0.05% less per year.
  • CHAT is significantly larger than FFTY — larger funds tend to be more liquid and less likely to close.
  • FFTY follows a index tracking strategy; CHAT uses active selection.
  • Over the last 3 years, CHAT has delivered higher annualized returns.
  • FFTY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FFTYCHAT
Annual cost (TER)0.80%0.75%
Fund size (AUM)$88M$1.4B
Since20152023
Dividend yield1.23%2.17%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+39.8%+132.5%
CAGR 3Y+21.6%+55.4%
CAGR 5Y-0.1%N/A
Sharpe 3Y0.691.51
Volatility 1Y34.09%30.53%
Max drawdown-59.46%-31.34%

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

Similar to FFTY and CHAT