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RKSG vs CHAT

Ruk Strategic Growth ETF vs Roundhill Generative AI & Technology ETF

RKSG

Ruk Strategic Growth ETF

Ruk Funds

Annual cost

0.50%

Fund size

$1M

CHAT

Roundhill Generative AI & Technology ETF

Roundhill Investments

Annual cost

0.75%

Fund size

$1.4B

Key differences

  • RKSG costs 0.25% less per year.
  • CHAT is significantly larger than RKSG — larger funds tend to be more liquid and less likely to close.
  • RKSG follows a index tracking strategy; CHAT uses active selection.

Side-by-side comparison

RKSGCHAT
Annual cost (TER)0.50%0.75%
Fund size (AUM)$1M$1.4B
Since20262023
Dividend yield2.17%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1YN/A+132.5%
CAGR 3YN/A+55.4%
CAGR 5YN/AN/A
Sharpe 3YN/A1.51
Volatility 1Y30.53%
Max drawdown-1.85%-31.34%

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

Similar to RKSG and CHAT