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YBTCRoundhill Bitcoin Covered Call Strategy ETF

Get income2y track recordRanked #1,004 of 1,650 in this goal

Provides current income and exposure to the price return of Bitcoin ETFs.

By Roundhill Investments · Launched 2024

Annual Cost

0.95%

#4,882 of 5,861 · expensive

Fund Size

$121M

#2,812 of 5,861 · mid-size

Dividend YieldGoal

93.60%

Track Record

2 years

#3,321 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$5,760-42.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

What it actually holds

By weight

Concentration

Top 5 holdings = 98.3% of fundconcentrated

TREASURY BILL
97.6%
First American Government Obli
3.6%
N/A
3.4%
N/A
-0.7%
N/A
-5.6%

Asset allocation

Cash
105.9%
Other
0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
40.2%High

Year-on-year price swings

Max drawdown
-48.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Provides current income and exposure to the price return of Bitcoin ETFs.
Strategy
Utilizes a synthetic covered call strategy to generate current income while providing exposure to Bitcoin ETFs. Invests primarily in Bitcoin ETF Options and may hold shares of Bitcoin ETFs, trading on U.S.-regulated exchanges.
Inception date
January 17, 2024
Fund family
Roundhill Investments

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Covered call
Warning

The big yield isn't extra money

The headline distribution comes from selling call options, which caps the fund's upside. Across a full market cycle that trade costs more than it brings in — often 1 to 3 percentage points a year against just holding the index. Monthly payouts make the gap easy to miss on a return summary.

Sources: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-08-04