FCVT vs YBTC

Comparison between FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF (FCVT, ETF) and ROUNDHILL BITCOIN COVERED CALL STRATEGY ETF (YBTC, ETF).

FCVT vs YBTC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FCVT(ETF)	YBTC(ETF)
Net Assets	$121M	$121M
Expense Ratio	0.95%	0.95%
Max Drawdown	47.09%	71.95%
Sharpe Ratio	1.27	-1.17
5Y Beta	0.69	1.11
5Y Dividends CAGR	-6.37%	N/A

Net Assets

FCVT

$121M

Winner

YBTC

$121M

Expense Ratio

FCVT

0.95%

YBTC

0.95%

Max Drawdown

Winner

FCVT

47.09%

YBTC

71.95%

Sharpe Ratio

Winner

FCVT

1.27

YBTC

-1.17

5Y Beta

Winner

FCVT

0.69

YBTC

1.11

5Y Dividends CAGR

FCVT

-6.37%

YBTC

N/A

FCVT vs YBTC - Historical Returns

Returns include dividend reinvestment.

Period	FCVT	YBTC
1 month	-7.07%	+4.23%
3 months	+4.17%	-8.07%
6 months	+11.65%	-22.49%
1 year	+29.27%	-39.43%
5 years(CAGR)	+6.09%	N/A
10 years(CAGR)	+11.47%	N/A
Max(CAGR)	+10.86%	+7.48%

FCVT

-7.07%

Winner

YBTC

+4.23%

Winner

FCVT

+4.17%

YBTC

-8.07%

Winner

FCVT

+11.65%

YBTC

-22.49%

Winner

FCVT

+29.27%

YBTC

-39.43%

5Y(CAGR)

FCVT

+6.09%

YBTC

N/A

10Y(CAGR)

FCVT

+11.47%

YBTC

N/A

Max(CAGR)

Winner

FCVT

+10.86%

YBTC

+7.48%

FCVT vs YBTC - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	FCVT	YBTC
2026	+16.59%	-23.49%
2025	+20.22%	-7.43%
2024	+13.11%	+58.51%
2023	+7.56%	N/A
2022	-20.95%	N/A
2021	+4.81%	N/A
2020	+49.75%	N/A
2019	+22.39%	N/A
2018	-2.62%	N/A
2017	+13.40%	N/A
2016	+8.21%	N/A
2015	-1.96%	N/A

FCVT vs YBTC Drawdown Comparison

The maximum drawdown for FCVT was -31.85%, occurring on Oct 27, 2023. Recovery took 1149 trading sessions.

The maximum drawdown for YBTC was -48.80%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The current FCVT drawdown is -7.07%. The current YBTC drawdown is -42.34%.

Rank	FCVT	YBTC
#1	-31.85% Feb 12, 2021 - Sep 11, 2025	-48.80% Sep 18, 2025 - Jun 30, 2026
#2	-29.90% Feb 19, 2020 - Jun 8, 2020	-23.37% Dec 16, 2024 - May 21, 2025
#3	-20.07% Apr 20, 2016 - Oct 5, 2017	-22.97% Jun 10, 2024 - Oct 29, 2024
#4	-14.24% Sep 4, 2018 - Mar 21, 2019	-16.73% Apr 11, 2024 - Jun 5, 2024
#5	-12.97% Nov 17, 2015 - Apr 20, 2016	-7.19% Aug 13, 2025 - Sep 12, 2025
#6	-9.71% Jun 22, 2026 - Jul 16, 2026	-6.90% May 27, 2025 - Jun 30, 2025
#7	-8.47% Jan 28, 2026 - Apr 9, 2026	-6.27% Oct 29, 2024 - Nov 6, 2024
#8	-8.16% Sep 1, 2020 - Oct 12, 2020	-5.65% Mar 26, 2024 - Apr 10, 2024
#9	-7.44% Nov 3, 2025 - Jan 6, 2026	-4.68% Jul 17, 2025 - Aug 11, 2025
#10	-6.84% Jan 23, 2018 - Mar 9, 2018	-3.97% Jan 19, 2024 - Jan 26, 2024
#11	-6.79% Jun 2, 2026 - Jun 22, 2026	-3.76% Mar 15, 2024 - Mar 20, 2024
#12	-5.09% Oct 13, 2020 - Nov 5, 2020	-3.22% Mar 20, 2024 - Mar 25, 2024
#13	-4.97% Mar 12, 2018 - May 30, 2018	-3.16% Nov 12, 2024 - Nov 18, 2024
#14	-4.70% Jun 8, 2020 - Jun 22, 2020	-3.02% Nov 22, 2024 - Dec 4, 2024
#15	-4.69% Jan 20, 2021 - Feb 4, 2021	-2.31% Jun 6, 2024 - Jun 10, 2024

Correlation

Correlation between FCVT and YBTC is 0.03 which considered as a very weak or no correlation - the stocks move independently of each other.

0.03

-101

Dividend Comparison (2015 - 2026)

FCVT vs YBTC dividend yield comparison.

Year	FCVT	YBTC
2026	0.62%	25.08%
2025	1.98%	76.04%
2024	1.30%	44.53%
2023	1.76%	0.00%
2022	3.71%	0.00%
2021	23.07%	0.00%
2020	1.72%	0.00%
2019	1.60%	0.00%
2018	1.85%	0.00%
2017	2.18%	0.00%
2016	1.88%	0.00%
2015	0.59%	0.00%