LOHA vs. GXLC

Last updated Jun 13, 2026

LOHA (Roundhill HALO ETF) and GXLC (Global X U.S. 500 ETF) are both Large Cap Blend Equities funds - LOHA tracks the Akros U.S. Heavy Assets Low Obsolescence (HALO) Index while GXLC tracks the Solactive GBS United States 500 Index. Both are passively managed. At a 0.46 correlation, their price movements are largely independent. LOHA charges 0.35%/yr vs 0.02%/yr for GXLC.

Performance

LOHA vs. GXLC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Roundhill HALO ETF (LOHA) and Global X U.S. 500 ETF (GXLC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

LOHA

• 1D: 1.17%
• 1M: 2.13%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

GXLC

• 1D: 0.44%
• 1M: 0.02%
• YTD: 9.00%
• 6M: 9.41%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

LOHA vs. GXLC - Yearly Performance Comparison

	2026 (YTD)
LOHA Roundhill HALO ETF	2.13%
GXLC Global X U.S. 500 ETF	0.02%

Correlation

The correlation between LOHA and GXLC is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 14, 2026	0.46

Return for Risk

LOHA vs. GXLC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Roundhill HALO ETF (LOHA) and Global X U.S. 500 ETF (GXLC). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

LOHA vs. GXLC - Drawdown Comparison

The maximum LOHA drawdown since its inception was -2.23%, smaller than the maximum GXLC drawdown of -9.08%. Use the drawdown chart below to compare losses from any high point for LOHA and GXLC.

Drawdown Indicators

	LOHA	GXLC	Difference
Max Drawdown Largest peak-to-trough decline	-2.23%	-9.08%	+6.85%
Current Drawdown Current decline from peak	0.00%	-2.43%	+2.43%
Average Drawdown Average peak-to-trough decline	-0.76%	-1.53%	+0.77%

Volatility

Volatility by Period

	LOHA	GXLC	Difference
Volatility (1Y) Calculated over the trailing 1-year period	13.79%	13.67%	+0.12%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.79%	13.67%	+0.12%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.79%	13.67%	+0.12%

LOHA vs. GXLC - Expense Ratio Comparison

LOHA has a 0.35% expense ratio, which is higher than GXLC's 0.02% expense ratio.

Dividends

LOHA vs. GXLC - Dividend Comparison

LOHA has not paid dividends to shareholders, while GXLC's dividend yield for the trailing twelve months is around 0.64%.

Position	TTM	2025
GXLC Global X U.S. 500 ETF	0.64%	0.30%
LOHA Roundhill HALO ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both LOHA and GXLC in my portfolio?

LOHA and GXLC have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, LOHA or GXLC?

On fees, GXLC is cheaper at 0.02% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, LOHA or GXLC?

GXLC is cheaper with a 0.02% expense ratio, compared with 0.35% for LOHA.

Which ETF pays a higher dividend yield, LOHA or GXLC?

GXLC has the higher dividend yield at 0.64%, compared with 0.00% for LOHA.

What is the main difference between LOHA and GXLC?

LOHA tracks Akros U.S. Heavy Assets Low Obsolescence (HALO) Index, while GXLC tracks Solactive GBS United States 500 Index. They also come from different issuers: Roundhill and Global X. Their fees differ too: 0.35% for LOHA and 0.02% for GXLC.