CHAT vs TYG

Comparison between ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF (CHAT, ETF) and Tortoise Energy Infrastructure Corp (TYG, ETF).

CHAT vs TYG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CHAT(ETF)	TYG(ETF)
Net Assets	$1B	$1B
Expense Ratio	0.75%	N/A
Max Drawdown	31.34%	97.33%
Sharpe Ratio	2.95	1.32
5Y Beta	1.61	0.64
P/E Ratio	47.06	N/A
Forward P/E	26.25	N/A
PEG Ratio	0.26	N/A
5Y Dividends CAGR	N/A	42.65%
5Y EPS CAGR	35.54%	N/A
Debt to Equity	19.80%	N/A
P/S Ratio	4.71	N/A
P/B Ratio	9.94	N/A

Net Assets

CHAT

$1B

TYG

$1B

Expense Ratio

CHAT

0.75%

TYG

N/A

Max Drawdown

Winner

CHAT

31.34%

TYG

97.33%

Sharpe Ratio

Winner

CHAT

2.95

TYG

1.32

5Y Beta

CHAT

1.61

Winner

TYG

0.64

P/E Ratio

CHAT

47.06

TYG

N/A

Forward P/E

CHAT

26.25

TYG

N/A

PEG Ratio

CHAT

0.26

TYG

N/A

5Y Dividends CAGR

CHAT

N/A

TYG

42.65%

5Y EPS CAGR

CHAT

35.54%

TYG

N/A

Debt to Equity

CHAT

19.80%

TYG

N/A

P/S Ratio

CHAT

4.71

TYG

N/A

P/B Ratio

CHAT

9.94

TYG

N/A

CHAT vs TYG - Historical Returns

Returns include dividend reinvestment.

Period	CHAT	TYG
1 month	+26.88%	-1.24%
3 months	+37.47%	+3.85%
6 months	+41.94%	+15.18%
1 year	+134.77%	+30.36%
5 years(CAGR)	N/A	+22.40%
10 years(CAGR)	N/A	+0.14%
Max(CAGR)	+51.23%	+4.44%

Winner

CHAT

+26.88%

TYG

-1.24%

Winner

CHAT

+37.47%

TYG

+3.85%

Winner

CHAT

+41.94%

TYG

+15.18%

Winner

CHAT

+134.77%

TYG

+30.36%

5Y(CAGR)

CHAT

N/A

TYG

+22.40%

10Y(CAGR)

CHAT

N/A

TYG

+0.14%

Max(CAGR)

Winner

CHAT

+51.23%

TYG

+4.44%

CHAT vs TYG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	CHAT	TYG
2026	+42.71%	+16.42%
2025	+48.87%	+8.38%
2024	+34.02%	+58.74%
2023	+19.23%	+1.65%
2022	N/A	+19.50%
2021	N/A	+45.17%
2020	N/A	-70.89%
2019	N/A	-1.81%
2018	N/A	-26.72%
2017	N/A	+0.67%
2016	N/A	+19.78%
2015	N/A	-30.70%
2014	N/A	-2.18%
2013	N/A	+26.84%
2012	N/A	-0.99%
2011	N/A	+8.51%
2010	N/A	+29.88%
2009	N/A	+94.53%
2008	N/A	-45.23%
2007	N/A	+2.46%
2006	N/A	+34.43%
2005	N/A	+5.74%
2004	N/A	+13.96%

CHAT vs TYG Drawdown Comparison

The maximum drawdown for CHAT was -31.34%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.

The maximum drawdown for TYG was -95.33%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current TYG drawdown is -32.61%.

Rank	CHAT	TYG
#1	-31.34% Jan 23, 2025 - Jun 6, 2025	-95.33% Jun 26, 2014 - Mar 18, 2020
#2	-18.98% Jul 10, 2024 - Oct 29, 2024	-75.57% Jul 12, 2007 - Aug 5, 2010
#3	-16.73% Aug 1, 2023 - Dec 14, 2023	-21.58% Mar 21, 2011 - Dec 1, 2011
#4	-16.28% Oct 29, 2025 - Feb 20, 2026	-17.61% Jul 29, 2005 - Aug 25, 2006
#5	-13.39% Mar 7, 2024 - Jun 13, 2024	-16.59% Dec 2, 2013 - May 16, 2014
#6	-10.93% Feb 20, 2026 - Apr 8, 2026	-15.42% Mar 1, 2004 - Sep 15, 2004
#7	-6.56% Jun 15, 2023 - Jul 13, 2023	-15.05% Mar 27, 2013 - Nov 21, 2013
#8	-5.80% Aug 12, 2025 - Sep 9, 2025	-11.59% Apr 25, 2012 - Oct 26, 2012
#9	-5.46% Dec 16, 2024 - Jan 6, 2025	-11.57% Jan 5, 2012 - Apr 24, 2012
#10	-5.24% Jan 6, 2025 - Jan 21, 2025	-9.90% Nov 5, 2012 - Jan 17, 2013
#11	-5.18% Nov 7, 2024 - Dec 4, 2024	-8.53% Feb 16, 2005 - Jun 15, 2005
#12	-5.11% Oct 9, 2025 - Oct 27, 2025	-7.79% Dec 1, 2006 - Feb 12, 2007
#13	-4.64% Feb 15, 2024 - Feb 22, 2024	-7.33% Sep 24, 2004 - Nov 11, 2004
#14	-4.48% Apr 24, 2026 - May 1, 2026	-6.84% Aug 6, 2010 - Sep 13, 2010
#15	-4.12% Dec 28, 2023 - Jan 11, 2024	-5.81% Nov 11, 2010 - Dec 13, 2010

Correlation

Correlation between CHAT and TYG is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2004 - 2026)

CHAT vs TYG dividend yield comparison.

Year	CHAT	TYG
2026	0.00%	4.10%
2025	2.85%	11.25%
2024	0.00%	7.96%
2023	0.00%	9.87%
2022	0.00%	8.94%
2021	0.00%	5.27%
2020	0.00%	10.85%
2019	0.00%	14.61%
2018	0.00%	13.17%
2017	0.00%	9.01%
2016	0.00%	8.54%
2015	0.00%	13.95%
2014	0.00%	5.44%
2013	0.00%	4.79%
2012	0.00%	5.92%
2011	0.00%	5.50%
2010	0.00%	5.65%
2009	0.00%	6.96%
2008	0.00%	13.16%
2007	0.00%	7.26%
2006	0.00%	6.64%
2005	0.00%	6.62%
2004	0.00%	3.53%