CHAT vs DFGX
Comparison between ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF (CHAT, ETF) and DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF (DFGX, ETF).
CHAT vs DFGX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CHAT
$1.40B
Winner
DFGX
$1.50B
Expense Ratio
CHAT
0.75%
Winner
DFGX
0.20%
Max Drawdown
CHAT
31.34%
Winner
DFGX
5.06%
Sharpe Ratio
Winner
CHAT
2.93
DFGX
-0.13
5Y Beta
CHAT
1.61
Winner
DFGX
0.04
P/E Ratio
CHAT
48.25
DFGX
N/A
Forward P/E
CHAT
27.94
DFGX
N/A
PEG Ratio
CHAT
0.25
DFGX
N/A
5Y EPS CAGR
CHAT
34.28%
DFGX
N/A
Debt to Equity
CHAT
22.60%
DFGX
N/A
P/S Ratio
CHAT
4.93
DFGX
N/A
P/B Ratio
CHAT
9.93
DFGX
N/A
CHAT vs DFGX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CHAT
+25.13%
DFGX
+0.06%
3M
Winner
CHAT
+38.46%
DFGX
-0.78%
6M
Winner
CHAT
+41.15%
DFGX
-0.54%
1Y
Winner
CHAT
+124.67%
DFGX
+3.31%
Max(CAGR)
Winner
CHAT
+51.45%
DFGX
+4.96%
CHAT vs DFGX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CHAT | DFGX |
|---|---|---|
| 2026 | +43.80% | +0.40% |
| 2025 | +48.87% | +3.38% |
| 2024 | +34.02% | +4.14% |
| 2023 | +19.23% | +4.95% |
CHAT vs DFGX Drawdown Comparison
The maximum drawdown for CHAT was -31.34%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for DFGX was -3.32%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current DFGX drawdown is -1.92%.
| Rank | CHAT | DFGX |
|---|---|---|
| #1 | -31.34% Jan 23, 2025 - Jun 6, 2025 | -3.32% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -18.98% Jul 10, 2024 - Oct 29, 2024 | -2.74% Dec 6, 2024 - May 30, 2025 |
| #3 | -16.73% Aug 1, 2023 - Dec 14, 2023 | -1.93% Dec 27, 2023 - Mar 8, 2024 |
| #4 | -16.28% Oct 29, 2025 - Feb 20, 2026 | -1.75% Mar 28, 2024 - Jul 11, 2024 |
| #5 | -13.39% Mar 7, 2024 - Jun 13, 2024 | -1.47% Sep 16, 2024 - Nov 29, 2024 |
| #6 | -10.93% Feb 20, 2026 - Apr 8, 2026 | -1.38% Oct 28, 2025 - Feb 12, 2026 |
| #7 | -6.56% Jun 15, 2023 - Jul 13, 2023 | -0.91% Aug 13, 2025 - Sep 8, 2025 |
| #8 | -5.80% Aug 12, 2025 - Sep 9, 2025 | -0.87% Jul 1, 2025 - Aug 1, 2025 |
| #9 | -5.46% Dec 16, 2024 - Jan 6, 2025 | -0.84% Dec 6, 2023 - Dec 13, 2023 |
| #10 | -5.24% Jan 6, 2025 - Jan 21, 2025 | -0.82% Aug 5, 2024 - Aug 14, 2024 |
| #11 | -5.18% Nov 7, 2024 - Dec 4, 2024 | -0.64% Mar 8, 2024 - Mar 22, 2024 |
| #12 | -5.11% Oct 9, 2025 - Oct 27, 2025 | -0.62% Jun 4, 2025 - Jun 25, 2025 |
| #13 | -4.64% Feb 15, 2024 - Feb 22, 2024 | -0.54% Nov 8, 2023 - Nov 14, 2023 |
| #14 | -4.48% Apr 24, 2026 - May 1, 2026 | -0.47% Jul 16, 2024 - Jul 29, 2024 |
| #15 | -4.12% Dec 28, 2023 - Jan 11, 2024 | -0.46% Aug 14, 2024 - Sep 4, 2024 |
Correlation
Correlation between CHAT and DFGX is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2023 - 2025)
CHAT vs DFGX dividend yield comparison.
| Year | CHAT | DFGX |
|---|---|---|
| 2025 | 2.85% | 2.84% |
| 2024 | 0.00% | 4.61% |
| 2023 | 0.00% | 0.49% |
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