CHAT vs. CVRD ETF Comparison

Comparison of Return Stacked Bonds & Managed Futures ETF Roundhill Generative AI & Technology ETF (CHAT) to Madison Covered Call ETF (CVRD)
CHAT

Return Stacked Bonds & Managed Futures ETF Roundhill Generative AI & Technology ETF

CHAT Description

The fund is an actively managed exchange-traded fund (ETF) that seeks to achieve its investment objective by investing in the equity securities of exchange-listed companies globally, including those in emerging markets, which are involved in the investment theme of artificial intelligence (AI), focused on generative AI and related technologies. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, in equity securities of AI and Technology Companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$37.50

Average Daily Volume

50,656

Number of Holdings *

8

* may have additional holdings in another (foreign) market
CVRD

Madison Covered Call ETF

CVRD Description The fund will seek to achieve its objectives by (1) investing in common stocks of equity securities that pay dividends and (2) writing (i.e., selling) covered call options on a substantial portion of its portfolio of securities. Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of companies, including other investment companies.

Grade (RS Rating)

Last Trade

$19.46

Average Daily Volume

356

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period CHAT CVRD
30 Days 7.64% 1.62%
60 Days 7.91% 3.28%
90 Days 0.51% 4.50%
12 Months 39.93% 11.90%
2 Overlapping Holdings
Symbol Grade Weight in CHAT Weight in CVRD Overlap
ADBE F 3.57% 3.43% 3.43%
AMZN C 3.28% 2.66% 2.66%
Compare ETFs