CHAT vs CARY
Comparison between ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF (CHAT, ETF) and Angel Oak Income ETF (CARY, ETF).
CHAT vs CARY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CHAT
$1B
CARY
$1B
Expense Ratio
Winner
CHAT
0.75%
CARY
0.79%
Max Drawdown
CHAT
31.34%
Winner
CARY
1.68%
Sharpe Ratio
Winner
CHAT
2.95
CARY
1.91
5Y Beta
CHAT
1.61
Winner
CARY
0.02
P/E Ratio
CHAT
47.06
CARY
N/A
Forward P/E
CHAT
26.25
CARY
N/A
PEG Ratio
CHAT
0.26
CARY
N/A
5Y EPS CAGR
CHAT
35.54%
CARY
N/A
Debt to Equity
CHAT
19.80%
CARY
N/A
P/S Ratio
CHAT
4.71
CARY
N/A
P/B Ratio
CHAT
9.94
CARY
N/A
CHAT vs CARY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CHAT
+26.88%
CARY
+0.55%
3M
Winner
CHAT
+37.47%
CARY
+0.75%
6M
Winner
CHAT
+41.94%
CARY
+2.63%
1Y
Winner
CHAT
+134.77%
CARY
+7.14%
Max(CAGR)
Winner
CHAT
+51.23%
CARY
+6.22%
CHAT vs CARY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CHAT | CARY |
|---|---|---|
| 2026 | +42.71% | +1.78% |
| 2025 | +48.87% | +7.69% |
| 2024 | +34.02% | -0.74% |
| 2023 | +19.23% | N/A |
CHAT vs CARY Drawdown Comparison
The maximum drawdown for CHAT was -31.34%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for CARY was -1.28%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current CARY drawdown is -0.04%.
| Rank | CHAT | CARY |
|---|---|---|
| #1 | -31.34% Jan 23, 2025 - Jun 6, 2025 | -1.28% Mar 2, 2026 - Mar 27, 2026 |
| #2 | -18.98% Jul 10, 2024 - Oct 29, 2024 | -1.27% Dec 30, 2024 - Feb 14, 2025 |
| #3 | -16.73% Aug 1, 2023 - Dec 14, 2023 | -1.15% Apr 3, 2025 - May 30, 2025 |
| #4 | -16.28% Oct 29, 2025 - Feb 20, 2026 | -0.42% Oct 28, 2025 - Nov 25, 2025 |
| #5 | -13.39% Mar 7, 2024 - Jun 13, 2024 | -0.29% Jun 30, 2025 - Jul 21, 2025 |
| #6 | -10.93% Feb 20, 2026 - Apr 8, 2026 | -0.29% Mar 4, 2025 - Apr 1, 2025 |
| #7 | -6.56% Jun 15, 2023 - Jul 13, 2023 | -0.26% Jan 14, 2026 - Jan 23, 2026 |
| #8 | -5.80% Aug 12, 2025 - Sep 9, 2025 | -0.26% Nov 28, 2025 - Dec 16, 2025 |
| #9 | -5.46% Dec 16, 2024 - Jan 6, 2025 | -0.24% Dec 23, 2024 - Dec 30, 2024 |
| #10 | -5.24% Jan 6, 2025 - Jan 21, 2025 | -0.24% Sep 11, 2025 - Oct 1, 2025 |
| #11 | -5.18% Nov 7, 2024 - Dec 4, 2024 | -0.19% Feb 14, 2025 - Feb 21, 2025 |
| #12 | -5.11% Oct 9, 2025 - Oct 27, 2025 | -0.19% Oct 2, 2025 - Oct 14, 2025 |
| #13 | -4.64% Feb 15, 2024 - Feb 22, 2024 | -0.17% Jul 22, 2025 - Jul 29, 2025 |
| #14 | -4.48% Apr 24, 2026 - May 1, 2026 | -0.15% May 30, 2025 - Jun 10, 2025 |
| #15 | -4.12% Dec 28, 2023 - Jan 11, 2024 | -0.14% Apr 1, 2025 - Apr 3, 2025 |
Correlation
Correlation between CHAT and CARY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2024 - 2026)
CHAT vs CARY dividend yield comparison.
| Year | CHAT | CARY |
|---|---|---|
| 2026 | 0.00% | 1.67% |
| 2025 | 2.85% | 6.13% |
| 2024 | 0.00% | 0.42% |
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