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SOEZ vs. YBTC
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SOEZ vs. YBTC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Solana ETF (SOEZ) and Roundhill Bitcoin Covered Call Strategy ETF (YBTC). The values are adjusted to include any dividend payments, if applicable.

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SOEZ vs. YBTC - Yearly Performance Comparison


2026 (YTD)2025
SOEZ
Franklin Solana ETF
-32.75%-11.97%
YBTC
Roundhill Bitcoin Covered Call Strategy ETF
-18.34%-4.33%

Returns By Period

In the year-to-date period, SOEZ achieves a -32.75% return, which is significantly lower than YBTC's -18.34% return.


SOEZ

1D
0.13%
1M
1.51%
YTD
-32.75%
6M
1Y
3Y*
5Y*
10Y*

YBTC

1D
2.23%
1M
6.07%
YTD
-18.34%
6M
-38.39%
1Y
-14.32%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SOEZ vs. YBTC - Expense Ratio Comparison

SOEZ has a 0.19% expense ratio, which is lower than YBTC's 0.95% expense ratio.


Return for Risk

SOEZ vs. YBTC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SOEZ

YBTC
YBTC Risk / Return Rank: 77
Overall Rank
YBTC Sharpe Ratio Rank: 66
Sharpe Ratio Rank
YBTC Sortino Ratio Rank: 77
Sortino Ratio Rank
YBTC Omega Ratio Rank: 77
Omega Ratio Rank
YBTC Calmar Ratio Rank: 77
Calmar Ratio Rank
YBTC Martin Ratio Rank: 77
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SOEZ vs. YBTC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Solana ETF (SOEZ) 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.

SOEZ vs. YBTC - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SOEZYBTCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

-1.04

0.25

-1.29

Correlation

The correlation between SOEZ and YBTC is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

SOEZ vs. YBTC - Dividend Comparison

SOEZ's dividend yield for the trailing twelve months is around 0.09%, less than YBTC's 85.43% yield.


TTM20252024
SOEZ
Franklin Solana ETF
0.09%0.00%0.00%
YBTC
Roundhill Bitcoin Covered Call Strategy ETF
85.43%76.04%44.53%

Drawdowns

SOEZ vs. YBTC - Drawdown Comparison

The maximum SOEZ drawdown since its inception was -47.78%, roughly equal to the maximum YBTC drawdown of -47.09%. Use the drawdown chart below to compare losses from any high point for SOEZ and YBTC.


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Drawdown Indicators


SOEZYBTCDifference

Max Drawdown

Largest peak-to-trough decline

-47.78%

-47.09%

-0.69%

Max Drawdown (1Y)

Largest decline over 1 year

-47.09%

Current Drawdown

Current decline from peak

-43.49%

-40.36%

-3.13%

Average Drawdown

Average peak-to-trough decline

-25.08%

-11.04%

-14.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.83%

Volatility

SOEZ vs. YBTC - Volatility Comparison


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Volatility by Period


SOEZYBTCDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.23%

Volatility (6M)

Calculated over the trailing 6-month period

34.14%

Volatility (1Y)

Calculated over the trailing 1-year period

78.32%

40.09%

+38.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

78.32%

41.60%

+36.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

78.32%

41.60%

+36.72%