YBTC vs. FSPGX
YBTC (Roundhill Bitcoin Covered Call Strategy ETF) and FSPGX (Fidelity Large Cap Growth Index Fund) are both funds - YBTC is a Cryptocurrency fund actively managed by Roundhill, while FSPGX is a Large Cap Growth Equities fund managed by Fidelity. Over the past year, YBTC returned -36.92% vs 19.95% for FSPGX. At a 0.41 correlation, their price movements are largely independent. YBTC charges 0.95%/yr vs 0.04%/yr for FSPGX.
Performance
YBTC vs. FSPGX - Performance Comparison
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Returns By Period
In the year-to-date period, YBTC achieves a -26.15% return, which is significantly lower than FSPGX's 3.18% return.
YBTC
- 1D
- -2.45%
- 1M
- -16.58%
- YTD
- -26.15%
- 6M
- -25.92%
- 1Y
- -36.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FSPGX
- 1D
- -1.26%
- 1M
- -2.49%
- YTD
- 3.18%
- 6M
- 1.86%
- 1Y
- 19.95%
- 3Y*
- 22.60%
- 5Y*
- 13.59%
- 10Y*
- —
YBTC vs. FSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
YBTC Roundhill Bitcoin Covered Call Strategy ETF | -26.15% | -4.23% | 55.31% |
FSPGX Fidelity Large Cap Growth Index Fund | 3.18% | 18.54% | 33.00% |
Correlation
The correlation between YBTC and FSPGX is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jan 18, 2024 | 0.41 |
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Return for Risk
YBTC vs. FSPGX — Risk / Return Rank
YBTC
FSPGX
YBTC vs. FSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill Bitcoin Covered Call Strategy ETF (YBTC) and Fidelity Large Cap Growth Index Fund (FSPGX). 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.
| YBTC | FSPGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.25 | ||
| Sortino ratioReturn per unit of downside risk | -3.08 | ||
| Omega ratioGain probability vs. loss probability | 0.84 | 1.23 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.76 | 1.32 | -2.08 |
| Martin ratioReturn relative to average drawdown | -1.33 | 4.33 | -5.66 |
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Drawdowns
YBTC vs. FSPGX - Drawdown Comparison
The maximum YBTC drawdown since its inception was -48.82%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for YBTC and FSPGX.
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Drawdown Indicators
| YBTC | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.82% | -32.66% | -16.16% |
Max Drawdown (1Y)Largest decline over 1 year | -48.82% | -16.17% | -32.65% |
Max Drawdown (3Y)Largest decline over 3 years | — | -23.32% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -32.66% | — |
Current DrawdownCurrent decline from peak | -46.07% | -5.35% | -40.72% |
Average DrawdownAverage peak-to-trough decline | -13.58% | -6.36% | -7.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.69% | 4.92% | +22.77% |
Volatility
YBTC vs. FSPGX - Volatility Comparison
Roundhill Bitcoin Covered Call Strategy ETF (YBTC) has a higher volatility of 12.43% compared to Fidelity Large Cap Growth Index Fund (FSPGX) at 5.94%. This indicates that YBTC's price experiences larger fluctuations and is considered to be riskier than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| YBTC | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.43% | 5.94% | +6.49% |
Volatility (6M)Calculated over the trailing 6-month period | 32.04% | 12.61% | +19.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.80% | 16.21% | +23.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.90% | 21.61% | +19.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.90% | 21.56% | +19.34% |
YBTC vs. FSPGX - Expense Ratio Comparison
YBTC has a 0.95% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Dividends
YBTC vs. FSPGX - Dividend Comparison
YBTC's dividend yield for the trailing twelve months is around 89.41%, more than FSPGX's 0.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
FSPGX Fidelity Large Cap Growth Index Fund | 0.33% | 0.34% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.32% | 0.22% |
YBTC Roundhill Bitcoin Covered Call Strategy ETF | 89.41% | 76.04% | 44.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
YBTC and FSPGX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
YBTC has higher volatility (12.43%) compared to FSPGX (5.94%). In terms of maximum drawdown, YBTC dropped -48.82% vs FSPGX's -32.66%.
FSPGX currently has the higher Sharpe Ratio (1.32 vs -0.93), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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