CHAT vs BGIG
Comparison between ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF (CHAT, ETF) and BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF).
CHAT vs BGIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CHAT
$2.10B
BGIG
$2.10B
Expense Ratio
CHAT
0.75%
Winner
BGIG
0.45%
Max Drawdown
CHAT
31.34%
Winner
BGIG
14.11%
Sharpe Ratio
Winner
CHAT
2.32
BGIG
1.71
5Y Beta
CHAT
1.67
Winner
BGIG
0.62
P/E Ratio
CHAT
51.32
Winner
BGIG
24.90
Forward P/E
CHAT
28.30
Winner
BGIG
19.89
PEG Ratio
Winner
CHAT
0.26
BGIG
0.66
5Y EPS CAGR
Winner
CHAT
34.35%
BGIG
13.82%
Debt to Equity
CHAT
-13.07%
BGIG
N/A
P/S Ratio
CHAT
5.17
Winner
BGIG
2.76
P/B Ratio
CHAT
10.46
Winner
BGIG
4.29
CHAT vs BGIG - Holdings Comparison
CHAT and BGIG have 3 common holdings. Overlap is 5.13%
CHAT's top 25 holdings weight is 83.60%. BGIG's top 25 holdings weight is 71.08%.
| Rank | CHAT | BGIG |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 6.32% | BROADCOM INC (AVGO) - 6.31% |
| #2 | SK HYNIX INC (n/a) - 5.89% | UNITEDHEALTH GROUP INC (UNH) - 4.24% |
| #3 | NVIDIA CORP (NVDA) - 5.84% | MICROSOFT CORP (MSFT) - 4.06% |
| #4 | ADVANCED MICRO DEVICES INC (AMD) - 5.51% | ELI LILLY AND CO (LLY) - 4.00% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.07% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.85% |
| #6 | ARM HOLDINGS PLC ADR (ARM) - 4.54% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.76% |
| #7 | SAMSUNG ELECTRONICS CO LTD (n/a) - 4.35% | JOHNSON & JOHNSON (JNJ) - 3.59% |
| #8 | SOFTBANK GROUP CORP (n/a) - 4.07% | WILLIAMS COMPANIES INC (WMB) - 3.18% |
| #9 | ASTERA LABS INC (ALAB) - 3.75% | CISCO SYSTEMS INC (CSCO) - 3.10% |
| #10 | KNOWLEDGE ATLAS TECHNOLOGY JOINT STOCK CO LTD ORDINARY SHARES CLASS H (n/a) - 3.74% | ABBVIE INC (ABBV) - 3.06% |
| #11 | BROADCOM INC (AVGO) - 3.37% | APOLLO GLOBAL MANAGEMENT INC (APO) - 3.02% |
| #12 | AMAZON.COM INC (AMZN) - 3.04% | JPMORGAN CHASE & CO (JPM) - 2.77% |
| #13 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 2.93% | CHEVRON CORP (CVX) - 2.45% |
| #14 | MICROSOFT CORP (MSFT) - 2.91% | THE TRAVELERS COMPANIES INC (TRV) - 2.34% |
| #15 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 2.49% | GENERAL DYNAMICS CORP (GD) - 2.34% |
| #16 | ARISTA NETWORKS INC (ANET) - 2.42% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.31% |
| #17 | ASML HOLDING NV ADR (ASML) - 2.40% | NEXTERA ENERGY INC (NEE) - 2.22% |
| #18 | META PLATFORMS INC CLASS A (META) - 2.19% | CUMMINS INC (CMI) - 1.96% |
| #19 | ALIBABA GROUP HOLDING LTD ADR (BABA) - 2.19% | GARMIN LTD (GRMN) - 1.94% |
| #20 | TENCENT HOLDINGS LTD (n/a) - 1.91% | DARDEN RESTAURANTS INC (DRI) - 1.92% |
| #21 | CLOUDFLARE INC (NET) - 1.84% | THE HOME DEPOT INC (HD) - 1.80% |
| #22 | MINIMAX GROUP INC ORDINARY SHARES CLASS A (n/a) - 1.76% | WEC ENERGY GROUP INC (WEC) - 1.78% |
| #23 | MARVELL TECHNOLOGY INC (MRVL) - 1.74% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.77% |
| #24 | ORACLE CORP (ORCL) - 1.73% | TARGA RESOURCES CORP (TRGP) - 1.69% |
| #25 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.60% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.62% |
| Total Holdings | 46 | 53 |
CHAT vs BGIG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CHAT
+10.57%
BGIG
+2.04%
3M
Winner
CHAT
+47.30%
BGIG
+6.72%
6M
Winner
CHAT
+60.60%
BGIG
+10.48%
1Y
Winner
CHAT
+110.01%
BGIG
+19.82%
Max(CAGR)
Winner
CHAT
+53.12%
BGIG
+16.58%
CHAT vs BGIG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CHAT | BGIG |
|---|---|---|
| 2026 | +54.23% | +10.34% |
| 2025 | +48.87% | +12.53% |
| 2024 | +34.02% | +16.25% |
| 2023 | +19.23% | +4.55% |
CHAT vs BGIG Drawdown Comparison
The maximum drawdown for CHAT was -31.34%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The current CHAT drawdown is -9.97%.
| Rank | CHAT | BGIG |
|---|---|---|
| #1 | -31.34% Jan 23, 2025 - Jun 6, 2025 | -13.23% Oct 18, 2024 - Jun 30, 2025 |
| #2 | -18.98% Jul 10, 2024 - Oct 29, 2024 | -7.95% Sep 15, 2023 - Dec 1, 2023 |
| #3 | -16.73% Aug 1, 2023 - Dec 14, 2023 | -5.81% Mar 2, 2026 - Apr 30, 2026 |
| #4 | -16.28% Oct 29, 2025 - Feb 20, 2026 | -4.73% Jul 16, 2024 - Aug 15, 2024 |
| #5 | -15.30% Jun 2, 2026 - Jun 10, 2026 | -4.73% Mar 28, 2024 - May 14, 2024 |
| #6 | -13.39% Mar 7, 2024 - Jun 13, 2024 | -3.06% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -10.93% Feb 20, 2026 - Apr 8, 2026 | -2.56% May 21, 2024 - Jun 13, 2024 |
| #8 | -6.56% Jun 15, 2023 - Jul 13, 2023 | -2.50% Oct 8, 2025 - Nov 25, 2025 |
| #9 | -5.87% May 14, 2026 - May 22, 2026 | -2.03% Jul 25, 2025 - Aug 20, 2025 |
| #10 | -5.80% Aug 12, 2025 - Sep 9, 2025 | -1.87% Nov 28, 2025 - Jan 12, 2026 |
| #11 | -5.46% Dec 16, 2024 - Jan 6, 2025 | -1.71% Jun 18, 2024 - Jul 10, 2024 |
| #12 | -5.24% Jan 6, 2025 - Jan 21, 2025 | -1.49% Dec 19, 2023 - Dec 26, 2023 |
| #13 | -5.18% Nov 7, 2024 - Dec 4, 2024 | -1.46% Jan 8, 2024 - Jan 19, 2024 |
| #14 | -5.11% Oct 9, 2025 - Oct 27, 2025 | -1.34% Apr 30, 2026 - May 14, 2026 |
| #15 | -4.64% Feb 15, 2024 - Feb 22, 2024 | -1.32% Jan 16, 2026 - Jan 26, 2026 |
Correlation
Correlation between CHAT and BGIG is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2023 - 2026)
CHAT vs BGIG dividend yield comparison.
| Year | CHAT | BGIG |
|---|---|---|
| 2026 | 0.00% | 0.73% |
| 2025 | 2.85% | 1.89% |
| 2024 | 0.00% | 2.02% |
| 2023 | 0.00% | 0.78% |
Select Stocks to Compare
Popular: CHAT vs SPYBGIG vs SPY
More Comparisons
Compare with similar stocks