LOHA vs. EBI
LOHA (Roundhill HALO ETF) and EBI (Longview Advantage ETF) are both Large Cap Blend Equities funds. LOHA is passively managed, while EBI is actively managed. A 0.61 correlation means they provide meaningful diversification when combined. LOHA charges 0.35%/yr vs 0.24%/yr for EBI.
Performance
LOHA vs. EBI - Performance Comparison
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Returns By Period
LOHA
- 1D
- 1.17%
- 1M
- 2.13%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EBI
- 1D
- 0.64%
- 1M
- 2.35%
- YTD
- 14.62%
- 6M
- 14.22%
- 1Y
- 31.57%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LOHA vs. EBI - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
LOHA Roundhill HALO ETF | 2.13% |
EBI Longview Advantage ETF | 2.35% |
Correlation
The correlation between LOHA and EBI is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 14, 2026 | 0.61 |
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Return for Risk
LOHA vs. EBI — Risk / Return Rank
LOHA
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
EBI
LOHA vs. EBI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill HALO ETF (LOHA) and Longview Advantage ETF (EBI). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LOHA | EBI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.45 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.47 | — |
| Martin ratioReturn relative to average drawdown | — | 18.18 | — |
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Drawdowns
LOHA vs. EBI - Drawdown Comparison
The maximum LOHA drawdown since its inception was -2.23%, smaller than the maximum EBI drawdown of -17.05%. Use the drawdown chart below to compare losses from any high point for LOHA and EBI.
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Drawdown Indicators
| LOHA | EBI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.23% | -17.05% | +14.82% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.09% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.46% | +0.46% |
Average DrawdownAverage peak-to-trough decline | -0.76% | -2.05% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.74% | — |
Volatility
LOHA vs. EBI - Volatility Comparison
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Volatility by Period
| LOHA | EBI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.94% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.21% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.79% | 12.45% | +1.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.79% | 17.95% | -4.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.79% | 17.95% | -4.16% |
LOHA vs. EBI - Expense Ratio Comparison
LOHA has a 0.35% expense ratio, which is higher than EBI's 0.24% expense ratio.
Dividends
LOHA vs. EBI - Dividend Comparison
LOHA has not paid dividends to shareholders, while EBI's dividend yield for the trailing twelve months is around 0.92%.
| Position | TTM | 2025 |
|---|---|---|
EBI Longview Advantage ETF | 0.92% | 1.05% |
LOHA Roundhill HALO ETF | 0.00% | 0.00% |
Frequently Asked Questions
LOHA and EBI have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EBI is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EBI is cheaper with a 0.24% expense ratio, compared with 0.35% for LOHA.
EBI has the higher dividend yield at 0.92%, compared with 0.00% for LOHA.
They also come from different issuers: Roundhill and Longview. Their fees differ too: 0.35% for LOHA and 0.24% for EBI.
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