YBTC vs JHI

Comparison between ROUNDHILL BITCOIN COVERED CALL STRATEGY ETF (YBTC, ETF) and John Hancock Investors Trust (JHI, ETF).

YBTC vs JHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	YBTC(ETF)	JHI(ETF)
Net Assets	$126M	$126M
Expense Ratio	0.95%	N/A
Max Drawdown	71.95%	58.45%
Sharpe Ratio	-1.04	-0.12
5Y Beta	0.99	0.30
5Y Dividends CAGR	N/A	1.81%

Net Assets

YBTC

$126M

JHI

$126M

Expense Ratio

YBTC

0.95%

JHI

N/A

Max Drawdown

YBTC

71.95%

Winner

JHI

58.45%

Sharpe Ratio

YBTC

-1.04

Winner

JHI

-0.12

5Y Beta

YBTC

0.99

Winner

JHI

0.30

5Y Dividends CAGR

YBTC

N/A

JHI

1.81%

YBTC vs JHI - Historical Returns

Returns include dividend reinvestment.

Period	YBTC	JHI
1 month	+5.49%	+0.99%
3 months	-5.86%	+1.96%
6 months	+7.09%	-0.21%
1 year	-37.09%	+2.35%
5 years(CAGR)	N/A	+0.91%
10 years(CAGR)	N/A	+5.23%
Max(CAGR)	+9.01%	+7.22%

Winner

YBTC

+5.49%

JHI

+0.99%

YBTC

-5.86%

Winner

JHI

+1.96%

Winner

YBTC

+7.09%

JHI

-0.21%

YBTC

-37.09%

Winner

JHI

+2.35%

5Y(CAGR)

YBTC

N/A

JHI

+0.91%

10Y(CAGR)

YBTC

N/A

JHI

+5.23%

Max(CAGR)

Winner

YBTC

+9.01%

JHI

+7.22%

YBTC vs JHI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	YBTC	JHI
2026	-20.04%	+1.18%
2025	-7.43%	+7.96%
2024	+58.51%	+14.60%
2023	N/A	+10.82%
2022	N/A	-28.69%
2021	N/A	+20.11%
2020	N/A	+6.16%
2019	N/A	+31.98%
2018	N/A	-13.53%
2017	N/A	+11.84%
2016	N/A	+23.22%
2015	N/A	-10.92%
2014	N/A	+1.57%
2013	N/A	-12.16%
2012	N/A	+10.43%
2011	N/A	+20.49%
2010	N/A	+21.76%
2009	N/A	+54.54%
2008	N/A	-14.95%
2007	N/A	-4.93%
2006	N/A	+14.25%
2005	N/A	-14.15%
2004	N/A	+21.64%
2003	N/A	+14.79%
2002	N/A	+6.80%
2001	N/A	+2.61%
2000	N/A	+20.26%
1999	N/A	-4.00%

YBTC vs JHI 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 JHI was -42.94%, occurring on Mar 18, 2020. Recovery took 204 trading sessions.

The current YBTC drawdown is -39.74%. The current JHI drawdown is -1.78%.

Rank	YBTC	JHI
#1	-48.80% Sep 18, 2025 - Jun 30, 2026	-42.94% Feb 20, 2020 - Dec 9, 2020
#2	-23.37% Dec 16, 2024 - May 21, 2025	-35.82% Jun 10, 2008 - Jul 24, 2009
#3	-22.97% Jun 10, 2024 - Oct 29, 2024	-34.70% Dec 31, 2021 - Oct 20, 2022
#4	-16.73% Apr 11, 2024 - Jun 5, 2024	-29.51% Apr 8, 2013 - Feb 28, 2017
#5	-7.19% Aug 13, 2025 - Sep 12, 2025	-21.62% Jan 25, 2005 - Jun 10, 2008
#6	-6.90% May 27, 2025 - Jun 30, 2025	-19.23% Sep 14, 2012 - Apr 8, 2013
#7	-6.27% Oct 29, 2024 - Nov 6, 2024	-19.18% Aug 23, 2017 - Jun 24, 2019
#8	-5.65% Mar 26, 2024 - Apr 10, 2024	-15.05% Mar 19, 2004 - Aug 11, 2004
#9	-4.68% Jul 17, 2025 - Aug 11, 2025	-13.81% Oct 4, 2010 - Feb 18, 2011
#10	-3.97% Jan 19, 2024 - Jan 26, 2024	-13.65% Jun 29, 2011 - Sep 27, 2011
#11	-3.76% Mar 15, 2024 - Mar 20, 2024	-11.71% Jul 2, 2010 - Sep 7, 2010
#12	-3.22% Mar 20, 2024 - Mar 25, 2024	-11.39% Sep 27, 2011 - Nov 4, 2011
#13	-3.16% Nov 12, 2024 - Nov 18, 2024	-9.58% Oct 8, 2009 - Jan 7, 2010
#14	-3.02% Nov 22, 2024 - Dec 4, 2024	-9.06% Jun 12, 2003 - Dec 15, 2003
#15	-2.31% Jun 6, 2024 - Jun 10, 2024	-8.14% Nov 5, 1999 - Jul 11, 2000

Correlation

Correlation between YBTC and JHI is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.34

-101

Dividend Comparison (2000 - 2026)

YBTC vs JHI dividend yield comparison.

Year	YBTC	JHI
2026	27.95%	4.23%
2025	76.04%	8.89%
2024	44.53%	7.91%
2023	0.00%	6.81%
2022	0.00%	9.45%
2021	0.00%	7.57%
2020	0.00%	7.95%
2019	0.00%	6.81%
2018	0.00%	8.52%
2017	0.00%	7.59%
2016	0.00%	8.12%
2015	0.00%	10.08%
2014	0.00%	9.05%
2013	0.00%	8.94%
2012	0.00%	8.58%
2011	0.00%	8.87%
2010	0.00%	10.34%
2009	0.00%	9.92%
2008	0.00%	11.98%
2007	0.00%	7.71%
2006	0.00%	6.85%
2005	0.00%	8.29%
2004	0.00%	7.41%
2003	0.00%	10.08%
2002	0.00%	6.35%
2001	0.00%	7.05%
2000	0.00%	3.66%