BRKW vs. THTA
BRKW (Roundhill BRKB WeeklyPay ETF) and THTA (SoFi Enhanced Yield ETF) are both Derivative Income funds. Both are actively managed. At a 0.10 correlation, their price movements are largely independent. BRKW charges 0.99%/yr vs 0.49%/yr for THTA.
Performance
BRKW vs. THTA - Performance Comparison
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Returns By Period
In the year-to-date period, BRKW achieves a -7.76% return, which is significantly lower than THTA's 6.86% return.
BRKW
- 1D
- 0.91%
- 1M
- 1.58%
- YTD
- -7.76%
- 6M
- -8.63%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
THTA
- 1D
- -0.02%
- 1M
- 0.56%
- YTD
- 6.86%
- 6M
- 8.04%
- 1Y
- 16.78%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BRKW vs. THTA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BRKW Roundhill BRKB WeeklyPay ETF | -7.76% | 2.09% |
THTA SoFi Enhanced Yield ETF | 6.86% | 8.32% |
Correlation
The correlation between BRKW and THTA is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 20, 2025 | 0.10 |
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Return for Risk
BRKW vs. THTA — Risk / Return Rank
BRKW
THTA
BRKW vs. THTA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill BRKB WeeklyPay ETF (BRKW) and SoFi Enhanced Yield ETF (THTA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| BRKW | THTA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.91 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.36 | 0.08 | -0.43 |
Drawdowns
BRKW vs. THTA - Drawdown Comparison
The maximum BRKW drawdown since its inception was -12.64%, smaller than the maximum THTA drawdown of -31.41%. Use the drawdown chart below to compare losses from any high point for BRKW and THTA.
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Drawdown Indicators
| BRKW | THTA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.64% | -31.41% | +18.77% |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.64% | — |
Current DrawdownCurrent decline from peak | -10.70% | -6.79% | -3.91% |
Average DrawdownAverage peak-to-trough decline | -5.34% | -7.52% | +2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.32% | — |
Volatility
BRKW vs. THTA - Volatility Comparison
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Volatility by Period
| BRKW | THTA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.75% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 4.00% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.23% | 5.80% | +11.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 20.25% | -3.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.23% | 20.25% | -3.02% |
BRKW vs. THTA - Expense Ratio Comparison
BRKW has a 0.99% expense ratio, which is higher than THTA's 0.49% expense ratio.
Dividends
BRKW vs. THTA - Dividend Comparison
BRKW's dividend yield for the trailing twelve months is around 25.19%, more than THTA's 11.26% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BRKW Roundhill BRKB WeeklyPay ETF | 25.19% | 14.45% | 0.00% | 0.00% |
THTA SoFi Enhanced Yield ETF | 11.26% | 12.66% | 12.44% | 0.58% |
Frequently Asked Questions
BRKW and THTA have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, THTA is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
THTA is cheaper with a 0.49% expense ratio, compared with 0.99% for BRKW.
BRKW has the higher dividend yield at 25.19%, compared with 11.26% for THTA.
They also come from different issuers: Roundhill and SoFi. Their fees differ too: 0.99% for BRKW and 0.49% for THTA.
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