YBTC
-12.47 · -31.97%
$26.54 · BATS

Roundhill Bitcoin Covered Call Strategy ETF (YBTC) ETF Analysis | Digital Assets

Roundhill Investments · USA
AUM:$160.5M
#– of – in Digital Assets ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Down 17.2% over the past year, indicating meaningful price weakness.

Cost Efficiency

Ongoing charge of 0.95% — above average for this category.

What is YBTC?

The fund seeks to achieve its investment objectives through the use of a synthetic covered call strategy that provides current income on a monthly basis, while also providing exposure to the price return of one or more exchange-traded funds ("ETFs") that provide exposure to bitcoin and whose shares trade on a U. It will invest at least 80% of its net assets in options contracts that utilize a Bitcoin ETF as the reference asset.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Negative 12-Month Return
YBTC returned -17.2% over the past year, reflecting recent market conditions.
Higher Cost Profile
Expense ratio of 0.95% is above average. Verify whether the strategy justifies the cost.
Broadly Diversified
Top 10 holdings represent just 1.0% of the ETF — exposure spread across many positions.
ETF Information
AUM$160.5M
Expense Ratio0.95%
Dividend Yield73.30%
Holdings1
Inception DateJan 2024
Domicile–
Distribution–
Index–
ProviderRoundhill Investments
Beta–
CategoryDigital Assets
CurrencyUSD
Portfolio Impact

How would YBTC affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-8.4%
1Y
-46.4%
3Y
+5.3%
5Y
+5.3%
OpenBook InsightIf you had invested £10,000 in YBTC 5 years ago, it would have grown to £10,531 — a gain of £531.

Annual Returns

Calendar year performance

YBTC delivered positive returns in 1 of the last 3 calendar years.
YearYBTC
2026 YTD-31.6%
2025-9.0%
2024+58.5%
CAGR 2yr+20.1%
1/3 positive yearsAvg return: +6.0%Worst year: -31.6% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
19.9%
Low
Momentum
-0.4%
30-day change
Support Level
17.29
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.