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Roundhill Generative AI & Technology ETF (CHAT) Earns Prestigious 5-Star Rating from Morningstar

In an impressive development for the investment landscape, the Roundhill Generative AI & Technology ETF (NYSE Arca: CHAT) has officially received a coveted five-star rating from Morningstar, making it the first AI-focused ETF to achieve this distinction. Founded in 2018, Roundhill Investments has quickly established itself as a key player in the field of innovative exchange-traded funds (ETFs).

Short History of CHAT

Launched in May 2023, the Roundhill Generative AI & Technology ETF is marked as the world's inaugural Generative AI ETF. The fund strategically invests in a mix of 25 to 50 leading global companies across the diverse AI ecosystem, focusing on various components from groundbreaking research labs to essential AI infrastructure.

According to Dave Mazza, CEO of Roundhill Investments, "Generative AI has evolved dramatically over the past three years. From foundation models to the build-out of critical infrastructure and enterprise adoption, each phase has rewarded a different set of companies. Our active management strategy provides us the flexibility to reposition our portfolio as the theme evolves and to identify the securities that are best situated at each stage of this development. This rating undoubtedly reflects that rigorous investment approach."

Impressive Performance Metrics

Over a three-year span concluding on August 31, 2026, the ETF achieved an annualized return of 45.97%, far surpassing the Morningstar Technology category average of 26.93%. More interestingly, CHAT has demonstrated even higher returns year to date: 48.63%, proving its resilience and potential for growth in a rapidly changing market.


CHAT’s growth is also reflected in its robust assets under management, reaching approximately $1.8 billion as of September 11, 2026. This notable increase can be attributed to strong risk-adjusted performance since its inception, alongside significant inflows this year amounting to $325 million. Furthermore, the ETF enjoys substantial liquidity, managing over $850 million in average trading volume per month in 2026.

The Future Prospects of AI

As the demand for generative AI technology continues to rise, the sentiment around innovative funds like CHAT grows stronger. The ETF's composition ensures exposure to a broad spectrum of the AI market, encompassing both established leaders and emerging players, providing investors a compelling opportunity to capture upside potential in this dynamic sector.

Investors should remain aware, however, that while the past performance of an ETF like CHAT is notable, it does not guarantee future success. Market forces, regulatory changes, and technological advancements can all impact performance.

About Roundhill Investments

Roundhill Investments has a compelling vision for the future of investing through innovative ETFs. With a foundational belief in the evolving capabilities of technology, the firm aims to provide investors with unique access to specialized asset classes. Having launched upwards of 100 ETFs since its inception, it has distinguished itself with several pioneering products that cater to specific investment themes, further enhancing its reputation in the financial advisory landscape.

In conclusion, CHAT’s achievement of a five-star Morningstar rating not only showcases its impressive performance but also illustrates the growing significance of generative AI in shaping the future of investments. As equity markets continue to fluctuate, ETFs like CHAT provide a strategic vehicle for aligning with transformative technologies and industries.