YBTC vs HAPS

Comparison between ROUNDHILL BITCOIN COVERED CALL STRATEGY ETF (YBTC, ETF) and HARBOR HUMAN CAPITAL FACTOR US SMALL CAP ETF (HAPS, ETF).

YBTC vs HAPS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	YBTC(ETF)	HAPS(ETF)
Net Assets	$158M	$158M
Expense Ratio	0.95%	0.61%
Max Drawdown	71.37%	27.96%
Sharpe Ratio	-1.21	1.26
5Y Beta	1.11	1.03
P/E Ratio	N/A	58.40
Forward P/E	N/A	11.59
5Y EPS CAGR	N/A	9.53%
Debt to Equity	N/A	104.59%
P/S Ratio	N/A	1.05
P/B Ratio	N/A	2.01

Net Assets

Winner

YBTC

$158M

HAPS

$158M

Expense Ratio

YBTC

0.95%

Winner

HAPS

0.61%

Max Drawdown

YBTC

71.37%

Winner

HAPS

27.96%

Sharpe Ratio

YBTC

-1.21

Winner

HAPS

1.26

5Y Beta

YBTC

1.11

Winner

HAPS

1.03

P/E Ratio

YBTC

N/A

HAPS

58.40

Forward P/E

YBTC

N/A

HAPS

11.59

5Y EPS CAGR

YBTC

N/A

HAPS

9.53%

Debt to Equity

YBTC

N/A

HAPS

104.59%

P/S Ratio

YBTC

N/A

HAPS

1.05

P/B Ratio

YBTC

N/A

HAPS

2.01

YBTC vs HAPS - Holdings Comparison

YBTC and HAPS have 0 common holdings. Overlap is 0.00%

YBTC's top 25 holdings weight is 5.28%. HAPS's top 25 holdings weight is 35.59%.

Rank	YBTC	HAPS
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 5.28%	MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 2.14%
#2	N/A	n/a (PECO) - 2.04%
#3	N/A	ORGANON & CO ORDINARY SHARES (OGN) - 1.88%
#4	N/A	KYMERA THERAPEUTICS INC ORDINARY SHARES (KYMR) - 1.85%
#5	N/A	THE CHEMOURS CO (CC) - 1.75%
#6	N/A	TWIST BIOSCIENCE CORP (TWST) - 1.72%
#7	N/A	SENSIENT TECHNOLOGIES CORP (SXT) - 1.67%
#8	N/A	AVNET INC (AVT) - 1.64%
#9	N/A	POWELL INDUSTRIES INC (POWL) - 1.50%
#10	N/A	ARCHROCK INC (AROC) - 1.49%
#11	N/A	APPLE HOSPITALITY REIT INC (APLE) - 1.40%
#12	N/A	VIASAT INC (VSAT) - 1.40%
#13	N/A	RESIDEO TECHNOLOGIES INC (REZI) - 1.38%
#14	N/A	GATX CORP (GATX) - 1.38%
#15	N/A	SILICON LABORATORIES INC (SLAB) - 1.24%
#16	N/A	INVENTRUST PROPERTIES CORP (IVT) - 1.21%
#17	N/A	GRANITE CONSTRUCTION INC (GVA) - 1.20%
#18	N/A	n/a (TARS) - 1.18%
#19	N/A	PIPER SANDLER COS (PIPR) - 1.18%
#20	N/A	HANCOCK WHITNEY CORP (HWC) - 1.14%
#21	N/A	ATLANTIC UNION BANKSHARES CORP (AUB) - 1.09%
#22	N/A	ULTRAGENYX PHARMACEUTICAL INC (RARE) - 1.06%
#23	N/A	TRAVEL&LEISURE CO (TNL) - 1.04%
#24	N/A	SAREPTA THERAPEUTICS INC (SRPT) - 1.01%
#25	N/A	GRAND CANYON EDUCATION INC (LOPE) - 1.00%
Total Holdings	1	197

YBTC vs HAPS - Historical Returns

Returns include dividend reinvestment.

Period	YBTC	HAPS
1 month	-24.49%	-0.70%
3 months	-14.44%	+7.71%
6 months	-30.40%	+10.09%
1 year	-38.61%	+26.43%
Max(CAGR)	+2.65%	+11.25%

YBTC

-24.49%

Winner

HAPS

-0.70%

YBTC

-14.44%

Winner

HAPS

+7.71%

YBTC

-30.40%

Winner

HAPS

+10.09%

YBTC

-38.61%

Winner

HAPS

+26.43%

Max(CAGR)

YBTC

+2.65%

Winner

HAPS

+11.25%

YBTC vs HAPS - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	YBTC	HAPS
2026	-32.05%	+10.07%
2025	-7.43%	+8.30%
2024	+58.51%	+5.37%
2023	N/A	+12.43%

YBTC vs HAPS Drawdown Comparison

The maximum drawdown for YBTC was -48.79%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for HAPS was -27.44%, occurring on Apr 8, 2025. Recovery took 270 trading sessions.

The current YBTC drawdown is -48.79%. The current HAPS drawdown is -1.44%.

Rank	YBTC	HAPS
#1	-48.79% Sep 18, 2025 - Jun 5, 2026	-27.44% Nov 11, 2024 - Dec 10, 2025
#2	-23.37% Dec 16, 2024 - May 21, 2025	-19.39% Jul 31, 2023 - Dec 14, 2023
#3	-22.97% Jun 10, 2024 - Oct 29, 2024	-10.01% Jan 22, 2026 - Apr 16, 2026
#4	-16.73% Apr 11, 2024 - Jun 5, 2024	-9.86% Jul 31, 2024 - Sep 19, 2024
#5	-7.19% Aug 13, 2025 - Sep 12, 2025	-9.57% Dec 27, 2023 - Jul 16, 2024
#6	-6.90% May 27, 2025 - Jun 30, 2025	-5.94% Apr 17, 2023 - Jun 2, 2023
#7	-6.27% Oct 29, 2024 - Nov 6, 2024	-5.19% Jun 13, 2023 - Jul 11, 2023
#8	-5.65% Mar 26, 2024 - Apr 10, 2024	-4.61% May 6, 2026 - Jun 4, 2026
#9	-4.68% Jul 17, 2025 - Aug 11, 2025	-4.12% Oct 16, 2024 - Nov 6, 2024
#10	-3.97% Jan 19, 2024 - Jan 26, 2024	-3.59% Sep 19, 2024 - Oct 16, 2024
#11	-3.76% Mar 15, 2024 - Mar 20, 2024	-3.27% Dec 11, 2025 - Jan 8, 2026
#12	-3.22% Mar 20, 2024 - Mar 25, 2024	-2.99% Jul 16, 2024 - Jul 30, 2024
#13	-3.16% Nov 12, 2024 - Nov 18, 2024	-2.40% Dec 19, 2023 - Dec 22, 2023
#14	-3.02% Nov 22, 2024 - Dec 4, 2024	-2.25% Jul 19, 2023 - Jul 31, 2023
#15	-2.31% Jun 6, 2024 - Jun 10, 2024	-2.14% Jan 15, 2026 - Jan 22, 2026