Loading…
CHAT and BAI share 41.7% of their holdings.
| Side by side | CHAT | BAI |
|---|---|---|
| Strategy | Thematic · AI & semis | Thematic · Disruptive tech |
| Expense ratio | 0.75% | 0.65% |
| Cost per year on $10k | $75 | $65 |
| Trailing 12-mo yield | 2.32% | 1.57% |
| Income per year on $10k | $232 | $157 |
| YTD | +23.0% | +13.2% |
| 1 year | +12.4% | +3.7% |
| 3 years · per year | +43.4% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −30.3% | −30.9% |
| Volatility · 1Y | 42.7% | 45.8% |
| Holdings | 52 | 48 |
| Assets | $1.5B | $12.2B |
| Leverage | None | None |
| Since | 2023 | 2024 |
Highlighted = best in the row. Returns include dividends.