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DFII vs YBTC

FT Vest Bitcoin Strategy & Target Income ETF vs Roundhill Bitcoin Covered Call Strategy ETF

DFII

FT Vest Bitcoin Strategy & Target Income ETF

First Trust

Annual cost

0.85%

Fund size

$20M

YBTC

Roundhill Bitcoin Covered Call Strategy ETF

Roundhill Investments

Annual cost

0.95%

Fund size

$158M

Key differences

  • DFII costs 0.10% less per year.
  • YBTC is significantly larger than DFII — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

DFIIYBTC
Annual cost (TER)0.85%0.95%
Fund size (AUM)$20M$158M
Since20252024
Dividend yield25.35%78.98%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y-29.1%-25.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y40.89%38.71%
Max drawdown-48.07%-47.09%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DFII and YBTC