CHAT vs BBAG
Comparison between ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF (CHAT, ETF) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG, ETF).
CHAT vs BBAG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CHAT
$1B
Winner
BBAG
$1.10B
Expense Ratio
CHAT
0.75%
Winner
BBAG
0.03%
Max Drawdown
CHAT
31.34%
Winner
BBAG
23.99%
Sharpe Ratio
Winner
CHAT
2.95
BBAG
0.36
5Y Beta
CHAT
1.61
Winner
BBAG
0.04
P/E Ratio
CHAT
47.06
BBAG
N/A
Forward P/E
CHAT
26.25
BBAG
N/A
PEG Ratio
CHAT
0.26
BBAG
N/A
5Y Dividends CAGR
CHAT
N/A
BBAG
13.34%
5Y EPS CAGR
CHAT
35.54%
BBAG
N/A
Debt to Equity
CHAT
19.80%
BBAG
N/A
P/S Ratio
CHAT
4.71
BBAG
N/A
P/B Ratio
CHAT
9.94
BBAG
N/A
CHAT vs BBAG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CHAT
+26.88%
BBAG
+0.02%
3M
Winner
CHAT
+37.47%
BBAG
+0.06%
6M
Winner
CHAT
+41.94%
BBAG
+0.89%
1Y
Winner
CHAT
+134.77%
BBAG
+5.56%
5Y(CAGR)
CHAT
N/A
BBAG
+0.09%
Max(CAGR)
Winner
CHAT
+51.23%
BBAG
+1.92%
CHAT vs BBAG - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | CHAT | BBAG |
|---|---|---|
| 2026 | +42.71% | +0.60% |
| 2025 | +48.87% | +7.20% |
| 2024 | +34.02% | +1.62% |
| 2023 | +19.23% | +4.81% |
| 2022 | N/A | -12.62% |
| 2021 | N/A | -1.75% |
| 2020 | N/A | +6.90% |
| 2019 | N/A | +8.08% |
| 2018 | N/A | +1.00% |
CHAT vs BBAG Drawdown Comparison
The maximum drawdown for CHAT was -31.34%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for BBAG was -18.74%, occurring on Oct 21, 2022. This drawdown has not yet recovered.
The current BBAG drawdown is -2.52%.
| Rank | CHAT | BBAG |
|---|---|---|
| #1 | -31.34% Jan 23, 2025 - Jun 6, 2025 | -18.74% Aug 6, 2020 - Oct 21, 2022 |
| #2 | -18.98% Jul 10, 2024 - Oct 29, 2024 | -9.69% Mar 9, 2020 - Jun 10, 2020 |
| #3 | -16.73% Aug 1, 2023 - Dec 14, 2023 | -2.18% Sep 4, 2019 - Jan 22, 2020 |
| #4 | -16.28% Oct 29, 2025 - Feb 20, 2026 | -0.90% Jan 3, 2019 - Jan 31, 2019 |
| #5 | -13.39% Mar 7, 2024 - Jun 13, 2024 | -0.88% Jul 3, 2019 - Aug 1, 2019 |
| #6 | -10.93% Feb 20, 2026 - Apr 8, 2026 | -0.78% Mar 27, 2019 - May 13, 2019 |
| #7 | -6.56% Jun 15, 2023 - Jul 13, 2023 | -0.74% Jan 31, 2020 - Feb 20, 2020 |
| #8 | -5.80% Aug 12, 2025 - Sep 9, 2025 | -0.63% Aug 15, 2019 - Aug 27, 2019 |
| #9 | -5.46% Dec 16, 2024 - Jan 6, 2025 | -0.60% Feb 26, 2019 - Mar 7, 2019 |
| #10 | -5.24% Jan 6, 2025 - Jan 21, 2025 | -0.43% Jan 31, 2019 - Feb 7, 2019 |
| #11 | -5.18% Nov 7, 2024 - Dec 4, 2024 | -0.43% Dec 19, 2018 - Dec 28, 2018 |
| #12 | -5.11% Oct 9, 2025 - Oct 27, 2025 | -0.39% Feb 8, 2019 - Feb 19, 2019 |
| #13 | -4.64% Feb 15, 2024 - Feb 22, 2024 | -0.31% May 15, 2019 - May 23, 2019 |
| #14 | -4.48% Apr 24, 2026 - May 1, 2026 | -0.29% Jun 11, 2020 - Jun 19, 2020 |
| #15 | -4.12% Dec 28, 2023 - Jan 11, 2024 | -0.27% Jun 3, 2019 - Jun 13, 2019 |
Correlation
Correlation between CHAT and BBAG is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2018 - 2026)
CHAT vs BBAG dividend yield comparison.
| Year | CHAT | BBAG |
|---|---|---|
| 2026 | 0.00% | 1.41% |
| 2025 | 2.85% | 4.29% |
| 2024 | 0.00% | 4.25% |
| 2023 | 0.00% | 3.60% |
| 2022 | 0.00% | 2.23% |
| 2021 | 0.00% | 1.44% |
| 2020 | 0.00% | 2.26% |
| 2019 | 0.00% | 2.92% |
| 2018 | 0.00% | 0.16% |
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