LOHA vs. YBTC
LOHA (Roundhill HALO ETF) and YBTC (Roundhill Bitcoin Covered Call Strategy ETF) are both exchange-traded funds - LOHA is a Large Cap Blend Equities fund tracking the Akros U.S. Heavy Assets Low Obsolescence (HALO) Index, while YBTC is a Cryptocurrency fund actively managed by Roundhill. LOHA is passively managed, while YBTC is actively managed. At a 0.28 correlation, their price movements are largely independent. LOHA charges 0.35%/yr vs 0.95%/yr for YBTC.
Performance
LOHA vs. YBTC - Performance Comparison
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Returns By Period
LOHA
- 1D
- -0.59%
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
YBTC
- 1D
- -5.91%
- 1M
- -24.83%
- YTD
- -29.91%
- 6M
- -30.42%
- 1Y
- -38.59%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LOHA vs. YBTC - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
LOHA Roundhill HALO ETF | -0.44% |
YBTC Roundhill Bitcoin Covered Call Strategy ETF | -25.78% |
Correlation
The correlation between LOHA and YBTC is 0.28, 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 15, 2026 | 0.28 |
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Return for Risk
LOHA vs. YBTC — Risk / Return Rank
LOHA
YBTC
LOHA vs. YBTC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill HALO ETF (LOHA) and Roundhill Bitcoin Covered Call Strategy ETF (YBTC). 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
| LOHA | YBTC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | -0.98 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.62 | 0.07 | -0.69 |
Drawdowns
LOHA vs. YBTC - Drawdown Comparison
The maximum LOHA drawdown since its inception was -2.08%, smaller than the maximum YBTC drawdown of -48.82%. Use the drawdown chart below to compare losses from any high point for LOHA and YBTC.
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Drawdown Indicators
| LOHA | YBTC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.08% | -48.82% | +46.74% |
Max Drawdown (1Y)Largest decline over 1 year | — | -48.82% | — |
Current DrawdownCurrent decline from peak | -1.27% | -48.82% | +47.55% |
Average DrawdownAverage peak-to-trough decline | -0.81% | -13.00% | +12.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 26.03% | — |
Volatility
LOHA vs. YBTC - Volatility Comparison
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Volatility by Period
| LOHA | YBTC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 9.92% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 31.75% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.84% | 39.66% | -27.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.84% | 40.97% | -29.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.84% | 40.97% | -29.13% |
LOHA vs. YBTC - Expense Ratio Comparison
LOHA has a 0.35% expense ratio, which is lower than YBTC's 0.95% expense ratio.
Dividends
LOHA vs. YBTC - Dividend Comparison
LOHA has not paid dividends to shareholders, while YBTC's dividend yield for the trailing twelve months is around 93.82%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
LOHA Roundhill HALO ETF | 0.00% | 0.00% | 0.00% |
YBTC Roundhill Bitcoin Covered Call Strategy ETF | 93.82% | 76.04% | 44.53% |
Frequently Asked Questions
LOHA and YBTC have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LOHA is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LOHA is cheaper with a 0.35% expense ratio, compared with 0.95% for YBTC.
YBTC has the higher dividend yield at 93.82%, compared with 0.00% for LOHA.
LOHA is categorized as Large Cap Blend Equities, while YBTC is Cryptocurrency. Their fees differ too: 0.35% for LOHA and 0.95% for YBTC.
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