YBTC vs CVY
Comparison between ROUNDHILL BITCOIN COVERED CALL STRATEGY ETF (YBTC, ETF) and INVESCO ZACKS MULTI-ASSET INCOME ETF (CVY, ETF).
YBTC vs CVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
YBTC
$121M
CVY
$121M
Expense Ratio
Winner
YBTC
0.95%
CVY
1.21%
Max Drawdown
YBTC
71.95%
Winner
CVY
70.55%
Sharpe Ratio
YBTC
-1.17
Winner
CVY
1.39
5Y Beta
YBTC
1.11
Winner
CVY
0.65
P/E Ratio
YBTC
N/A
CVY
27.98
Forward P/E
YBTC
N/A
CVY
10.10
5Y Dividends CAGR
YBTC
N/A
CVY
13.61%
5Y EPS CAGR
YBTC
N/A
CVY
24.14%
P/S Ratio
YBTC
N/A
CVY
0.72
P/B Ratio
YBTC
N/A
CVY
1.76
YBTC vs CVY - Holdings Comparison
YBTC and CVY have 0 common holdings. Overlap is 0.00%
YBTC's top 25 holdings weight is 4.61%. CVY's top 25 holdings weight is 27.54%.
| Rank | YBTC | CVY |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.61% | CRANE NXT CO (CXT) - 1.27% |
| #2 | N/A | PROG HOLDINGS INC ORDINARY SHARES (PRG) - 1.25% |
| #3 | N/A | n/a (BAC-PRQ) - 1.25% |
| #4 | N/A | VIRTU FINANCIAL INC CLASS A (VIRT) - 1.17% |
| #5 | N/A | ALLSTATE CORP (ALL) - 1.16% |
| #6 | N/A | SLM CORP (SLM) - 1.14% |
| #7 | N/A | AXIS CAPITAL HOLDINGS LTD (AXS) - 1.13% |
| #8 | N/A | n/a (BAC-PRL) - 1.12% |
| #9 | N/A | LLOYDS BANKING GROUP PLC ADR (LYG) - 1.09% |
| #10 | N/A | GRUPO CIBEST SA ADR (CIB) - 1.09% |
| #11 | N/A | CAPITAL ONE FINANCIAL CORP (COF) - 1.08% |
| #12 | N/A | n/a (BA-PRA) - 1.08% |
| #13 | N/A | ASSURED GUARANTY LTD (AGO) - 1.08% |
| #14 | N/A | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 1.08% |
| #15 | N/A | KBR INC (KBR) - 1.07% |
| #16 | N/A | n/a (WFC-PRL) - 1.07% |
| #17 | N/A | NEWMARK GROUP INC CLASS A (NMRK) - 1.07% |
| #18 | N/A | n/a (KKR-PRD) - 1.07% |
| #19 | N/A | TECNOGLASS INC (TGLS) - 1.07% |
| #20 | N/A | SYNCHRONY FINANCIAL (SYF) - 1.05% |
| #21 | N/A | EVEREST GROUP LTD (EG) - 1.04% |
| #22 | N/A | INVESCO SENIOR INCOME TRUST (VVR) - 1.04% |
| #23 | N/A | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.03% |
| #24 | N/A | NUVEEN FLOATING RATE INCOME FUND (JFR) - 1.02% |
| #25 | N/A | HOST HOTELS & RESORTS INC (HST) - 1.02% |
| Total Holdings | 1 | 151 |
YBTC vs CVY - Historical Returns
Returns include dividend reinvestment.
1M
YBTC
+4.23%
Winner
CVY
+4.38%
3M
YBTC
-8.07%
Winner
CVY
+6.94%
6M
YBTC
-22.49%
Winner
CVY
+8.80%
1Y
YBTC
-39.43%
Winner
CVY
+20.45%
5Y(CAGR)
YBTC
N/A
CVY
+9.20%
10Y(CAGR)
YBTC
N/A
CVY
+8.67%
Max(CAGR)
Winner
YBTC
+7.48%
CVY
+5.98%
YBTC vs CVY - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | YBTC | CVY |
|---|---|---|
| 2026 | -23.49% | +13.52% |
| 2025 | -7.43% | +10.03% |
| 2024 | +58.51% | +10.47% |
| 2023 | N/A | +18.77% |
| 2022 | N/A | -9.89% |
| 2021 | N/A | +26.69% |
| 2020 | N/A | -10.46% |
| 2019 | N/A | +24.93% |
| 2018 | N/A | -11.08% |
| 2017 | N/A | +14.70% |
| 2016 | N/A | +16.73% |
| 2015 | N/A | -14.38% |
| 2014 | N/A | -3.71% |
| 2013 | N/A | +16.68% |
| 2012 | N/A | +11.95% |
| 2011 | N/A | +7.09% |
| 2010 | N/A | +16.12% |
| 2009 | N/A | +45.08% |
| 2008 | N/A | -40.40% |
| 2007 | N/A | -7.36% |
| 2006 | N/A | +7.55% |
YBTC vs CVY Drawdown Comparison
The maximum drawdown for YBTC was -48.80%, occurring on Jun 30, 2026. This drawdown has not yet recovered.
The maximum drawdown for CVY was -66.87%, occurring on Mar 9, 2009. Recovery took 1171 trading sessions.
The current YBTC drawdown is -42.34%.
| Rank | YBTC | CVY |
|---|---|---|
| #1 | -48.80% Sep 18, 2025 - Jun 30, 2026 | -66.87% Jun 4, 2007 - Jan 25, 2012 |
| #2 | -23.37% Dec 16, 2024 - May 21, 2025 | -50.47% Jan 17, 2020 - Feb 24, 2021 |
| #3 | -22.97% Jun 10, 2024 - Oct 29, 2024 | -31.87% Jul 1, 2014 - Dec 4, 2017 |
| #4 | -16.73% Apr 11, 2024 - Jun 5, 2024 | -21.61% Jan 12, 2022 - Dec 14, 2023 |
| #5 | -7.19% Aug 13, 2025 - Sep 12, 2025 | -18.51% Jan 23, 2018 - Apr 17, 2019 |
| #6 | -6.90% May 27, 2025 - Jun 30, 2025 | -16.80% Nov 29, 2024 - Jul 10, 2025 |
| #7 | -6.27% Oct 29, 2024 - Nov 6, 2024 | -9.00% Jul 24, 2019 - Sep 13, 2019 |
| #8 | -5.65% Mar 26, 2024 - Apr 10, 2024 | -8.62% Sep 14, 2012 - Jan 4, 2013 |
| #9 | -4.68% Jul 17, 2025 - Aug 11, 2025 | -8.58% May 21, 2013 - Oct 17, 2013 |
| #10 | -3.97% Jan 19, 2024 - Jan 26, 2024 | -8.20% Mar 13, 2012 - Jul 19, 2012 |
| #11 | -3.76% Mar 15, 2024 - Mar 20, 2024 | -7.80% Jun 11, 2021 - Oct 20, 2021 |
| #12 | -3.22% Mar 20, 2024 - Mar 25, 2024 | -7.43% Feb 10, 2026 - Apr 30, 2026 |
| #13 | -3.16% Nov 12, 2024 - Nov 18, 2024 | -6.87% Nov 12, 2021 - Jan 4, 2022 |
| #14 | -3.02% Nov 22, 2024 - Dec 4, 2024 | -6.83% Jul 30, 2024 - Aug 30, 2024 |
| #15 | -2.31% Jun 6, 2024 - Jun 10, 2024 | -6.28% May 3, 2019 - Jun 28, 2019 |
Correlation
Correlation between YBTC and CVY is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.01
-101
Dividend Comparison (2006 - 2026)
YBTC vs CVY dividend yield comparison.
| Year | YBTC | CVY |
|---|---|---|
| 2026 | 25.08% | 2.20% |
| 2025 | 76.04% | 3.99% |
| 2024 | 44.53% | 4.07% |
| 2023 | 0.00% | 4.41% |
| 2022 | 0.00% | 5.18% |
| 2021 | 0.00% | 2.37% |
| 2020 | 0.00% | 3.40% |
| 2019 | 0.00% | 3.22% |
| 2018 | 0.00% | 4.44% |
| 2017 | 0.00% | 3.94% |
| 2016 | 0.00% | 4.50% |
| 2015 | 0.00% | 5.89% |
| 2014 | 0.00% | 6.28% |
| 2013 | 0.00% | 5.35% |
| 2012 | 0.00% | 5.39% |
| 2011 | 0.00% | 5.41% |
| 2010 | 0.00% | 4.76% |
| 2009 | 0.00% | 5.32% |
| 2008 | 0.00% | 11.04% |
| 2007 | 0.00% | 5.68% |
| 2006 | 0.00% | 1.36% |
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