CHAT vs CLOA
Comparison between ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF (CHAT, ETF) and BlackRock AAA CLO ETF (CLOA, ETF).
CHAT vs CLOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CHAT
$2.10B
Winner
CLOA
$2.20B
Expense Ratio
CHAT
0.75%
Winner
CLOA
0.20%
Max Drawdown
CHAT
31.34%
Winner
CLOA
2.02%
Sharpe Ratio
Winner
CHAT
2.32
CLOA
1.91
5Y Beta
CHAT
1.67
Winner
CLOA
0.04
P/E Ratio
CHAT
51.32
CLOA
N/A
Forward P/E
CHAT
28.30
CLOA
N/A
PEG Ratio
CHAT
0.26
CLOA
N/A
5Y EPS CAGR
CHAT
34.35%
CLOA
N/A
Debt to Equity
CHAT
-13.07%
CLOA
N/A
P/S Ratio
CHAT
5.17
CLOA
N/A
P/B Ratio
CHAT
10.46
CLOA
N/A
CHAT vs CLOA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CHAT
+10.57%
CLOA
+0.32%
3M
Winner
CHAT
+47.30%
CLOA
+1.53%
6M
Winner
CHAT
+60.60%
CLOA
+2.54%
1Y
Winner
CHAT
+110.01%
CLOA
+5.12%
Max(CAGR)
Winner
CHAT
+53.12%
CLOA
+6.80%
CHAT vs CLOA - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CHAT | CLOA |
|---|---|---|
| 2026 | +54.23% | +2.10% |
| 2025 | +48.87% | +5.44% |
| 2024 | +34.02% | +7.23% |
| 2023 | +19.23% | +8.37% |
CHAT vs CLOA Drawdown Comparison
The maximum drawdown for CHAT was -31.34%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for CLOA was -1.34%, occurring on Mar 22, 2023. Recovery took 38 trading sessions.
The current CHAT drawdown is -9.97%.
| Rank | CHAT | CLOA |
|---|---|---|
| #1 | -31.34% Jan 23, 2025 - Jun 6, 2025 | -1.34% Feb 22, 2023 - Apr 18, 2023 |
| #2 | -18.98% Jul 10, 2024 - Oct 29, 2024 | -1.13% Mar 4, 2025 - Apr 28, 2025 |
| #3 | -16.73% Aug 1, 2023 - Dec 14, 2023 | -0.33% Feb 20, 2025 - Feb 27, 2025 |
| #4 | -16.28% Oct 29, 2025 - Feb 20, 2026 | -0.29% Aug 2, 2024 - Aug 13, 2024 |
| #5 | -15.30% Jun 2, 2026 - Jun 10, 2026 | -0.24% Feb 1, 2023 - Feb 3, 2023 |
| #6 | -13.39% Mar 7, 2024 - Jun 13, 2024 | -0.20% Oct 9, 2023 - Oct 20, 2023 |
| #7 | -10.93% Feb 20, 2026 - Apr 8, 2026 | -0.18% Jun 2, 2023 - Jun 6, 2023 |
| #8 | -6.56% Jun 15, 2023 - Jul 13, 2023 | -0.18% Feb 24, 2026 - Mar 11, 2026 |
| #9 | -5.87% May 14, 2026 - May 22, 2026 | -0.18% Nov 27, 2023 - Nov 29, 2023 |
| #10 | -5.80% Aug 12, 2025 - Sep 9, 2025 | -0.16% Feb 17, 2023 - Feb 22, 2023 |
| #11 | -5.46% Dec 16, 2024 - Jan 6, 2025 | -0.16% May 9, 2023 - May 23, 2023 |
| #12 | -5.24% Jan 6, 2025 - Jan 21, 2025 | -0.13% Nov 13, 2024 - Nov 19, 2024 |
| #13 | -5.18% Nov 7, 2024 - Dec 4, 2024 | -0.13% Sep 10, 2025 - Sep 19, 2025 |
| #14 | -5.11% Oct 9, 2025 - Oct 27, 2025 | -0.13% Dec 11, 2023 - Dec 15, 2023 |
| #15 | -4.64% Feb 15, 2024 - Feb 22, 2024 | -0.12% Oct 8, 2025 - Oct 24, 2025 |
Correlation
Correlation between CHAT and CLOA is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2023 - 2026)
CHAT vs CLOA dividend yield comparison.
| Year | CHAT | CLOA |
|---|---|---|
| 2026 | 0.00% | 1.90% |
| 2025 | 2.85% | 5.35% |
| 2024 | 0.00% | 6.01% |
| 2023 | 0.00% | 5.88% |
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