YBIT vs YBTC: Performance, Holdings, Fees & Risk
YBIT and YBTC are ETFs, but they can differ materially in exposure, yield, fees and risk. YBIT is YieldMax Bitcoin Option Income Strategy ETF, while YBTC is Roundhill Investments - Bitcoin Covered Call Strategy ETF. YBIT is broader by holdings count, with 11 positions versus 6 for YBTC. YBTC has the lower expense ratio. Current AlgovestIQ evidence has YBTC ahead on AIQ Score, 49 versus 41.
| Metric | YBIT | YBTC |
|---|---|---|
| Fund | ||
| Expense ratio | 1.02% | 0.95% |
| Holdings | 11 | 6 |
| Distribution yieldTrailing 12 months | 67.68% | 56.01% |
| Average volume | 31,853 | 75,567 |
| Performance | ||
| 1Y return | -55.1% | -52.6% |
| YTD return | -39.7% | -34.1% |
| Risk | ||
| Annualized volatility | 38.7% | 40.5% |
| Max drawdown (1Y) | -60.8% | -59% |
| Beta | 1.44 | 1.56 |
| Sharpe ratio | -1.88 | -1.65 |
| Sortino ratio | -2.68 | -2.23 |
| AlgovestIQ | ||
| AIQ Score | 41/100 | 49/100 |
| AIQ Edge Score | 2/10 | 4/10 |
| Momentum | 31/100 | 50/100 |
| Risk Resilience | 74/100 | 74/100 |
AlgovestIQ AIQ Comparison
YieldMax Bitcoin Option Income Strategy ETF vs Roundhill Investments - Bitcoin Covered Call Strategy ETF
YBTC leads
YBTC leads by 8 AIQ points, primarily on Momentum.
Competitive: 2 of 3 evidence groups support YBTC.
YieldMax Bitcoin Option Income Strategy ETF
Roundhill Investments - Bitcoin Covered Call Strategy ETF
The Algovestiq AIQ Score currently favors YBTC over YBIT, 49 versus 41 as of Oct 21, 2026. YBTC's advantage is driven primarily by stronger momentum. YBTC also shows the stronger technical structure relative to its 50-day moving average. 2 of 3 covered evidence groups favor YBTC today, and the comparison is rated Competitive on stability. YBTC lead: Stable — the AIQ differential has held near 8 points over 30 sessions.
Compare YieldMax Bitcoin Option Income Strategy ETF and Roundhill Investments - Bitcoin Covered Call Strategy ETF across performance, expense ratio, dividend yield, drawdown, volatility and the Algovestiq AIQ Score.
YBIT vs YBTC: which fits what
Each row is settled by a single measure. Where the gap is too small to matter it reads Similar, and no row decides the comparison as a whole.
| If you want | YBIT | YBTC | Fits |
|---|---|---|---|
| Lower costExpense ratio | 1.02% | 0.95% | YBTC |
| Broader diversificationNumber of holdings | 11 | 6 | YBIT |
| Higher incomeTrailing 12-month distribution yield | 67.68% | 56.01% | YBIT |
| Smaller drawdownsMax drawdown, 1 year | -60.8% | -59% | Similar |
| Lower volatilityAnnualized volatility, 1 year | 38.7% | 40.5% | YBIT |
Similar means the gap is within 0.01 percentage points of expense ratio, 25% more holdings, 3 points of top-10 weight, 0.2 points of yield, 2 points of drawdown or 1 point of volatility. Past drawdowns and volatility describe the funds’ history, not their future.
Performance over time
Total return with distributions reinvested, from daily closes for both ETFs.
Total return comparison
Growth of $10,000, distributions reinvested
Split-adjusted closes; each distribution is reinvested at the close on its ex-dividend date. Taxes and trading costs are not modeled.
Compare YBIT and YBTC against another ticker
Open a multi-ticker workspace without changing this focused pair page.
AIQ Factor Divergence
Where the two separate, on the four dimensions behind the AIQ Score. Bars read outward from a shared zero: further from the centre is a wider gap.
- Momentum31 vs 50YBTC +19
- Quality33 vs 36Even
- Risk Resilience74 vs 74Even
2 of 3 evidence groups favor YBTC. YBTC’s edge is concentrated in momentum.
What changed since the last close
Latest scored session 2026-10-20, compared against the prior scored session 2026-10-19.
Largest factor move: Momentum +3
No signal started or stopped since the prior session; its 4 active signals are unchanged.
Largest factor move: Momentum +3
No signal started or stopped since the prior session; its 3 active signals are unchanged.
YBTC's lead was unchanged in the latest session.
Deeper signal detail for each name lives on its own signals page — YBIT and YBTC both carry a full feed there.
Fund facts, side by side
Two funds tracking overlapping universes are separated by cost and risk far more than by holdings. Those lead here.
| Measure | YBIT | YBTC | Why it matters |
|---|---|---|---|
| Expense ratio | 1.02% | 0.95% | Lower is better — it compounds against you every year you hold. |
| Holdings | 11 | 6 | More holdings means broader diversification, not better returns. |
| Average volume | 31,853 | 75,567 | Liquidity — matters most if you trade size. |
| Annualized volatility | 38.7% | 40.5% | Lower is a steadier ride for the same exposure. |
| Max drawdown (1Y) | -60.8% | -59% | The worst peak-to-trough loss over the past year. |
| Sharpe ratio | -1.88 | -1.65 | Return per unit of risk. Higher is better. |
| Beta | 1.44 | 1.56 | Sensitivity to the broad market. Neither direction is better — it depends on the role in your portfolio. |
Where the exposure actually sits
Sector exposure for each fund, ordered by the size of the difference.
YBIT vs YBTC: five-year payout growth
YBIT began paying distributions in 2024, so it has no 2020-2025 growth rate to compare. YBTC began paying distributions in 2024, so it has no 2020-2025 growth rate to compare.
| Dividend metric | YBIT | YBTC |
|---|---|---|
| 2025 annual payout | $29.811 | $21.632 |
| Peer rank | not ranked | not ranked |
Split-adjusted annual distributions, 2020–2025. Research as of Sep 19, 2026. Yield and expense ratio above are current values, not part of this window.
AIQ Agreement Matrix
2 of 3 covered evidence groups favor YBTC. A wide gap backed by one group is a weaker case than a narrow gap backed by five.
| Evidence group | Favors | Reading |
|---|---|---|
| AIQ Score | YBTC | 41 vs 49 |
| Fundamentals | Not covered | Not covered |
| Valuation | Not covered | Not covered |
| Technicals | YBTC | Price vs 50-day 0.7% vs 3.1%; vs 200-day -11.6% vs -9% |
| Risk Resilience | Even | Risk Resilience 74 vs 74 |
| Analyst expectations | Not covered | Not covered |
✓ agrees with the overall verdict · ✕ points the other way. Groups marked “not covered” lack data on one or both of YBIT and YBTC and are excluded from the count.
AIQ Decision Stability
The two are close enough that your objective, not the score, should decide.
- The AIQ gap is moderate at 8 points.
- The lead has been steady session to session. (supports the conclusion holding)
Stability combines the score gap, how broadly the evidence agrees, how steady the lead has been across daily snapshots, the current signal state on both names, and analyst dispersion on YBTC.
How the comparison changed
45 daily snapshots · Sep 6 – Oct 20YBTC lead: Stable — the AIQ differential has held near 8 points over 30 sessions.
- Today
- YBTC +8
- 41 vs 49
- 7 sessions ago
- YBTC +8
- 39 vs 47
- 30 sessions ago
- YBTC +7
- 46 vs 53
- 90 sessions ago
- Not covered
The lead changed hands 2 times in this window, most recently on Sep 11 when YBTC moved ahead of YBIT.
AIQ Signal Divergence
Only the signals that bear on the head-to-head. A conflicted name is carrying bullish and bearish rules at the same time — the technical evidence is not pointing one way.
0 bullish / 3 bearish / 1 neutral
Only YBIT
- Downtrend Structure Active — bearish, trend, long horizon
0 bullish / 2 bearish / 1 neutral
No signal that the other name lacks.
Both carry 3 more signals that do not separate them: Bollinger Band Squeeze, Death Cross Active, MACD Bearish Crossover.
Price vs model alignment
Whether the latest session's price move confirms what the model did over the same session, or contradicts it.
Price and the AIQ Score both moved up over the latest session (price +1.42%, AIQ +1 points).
Price and the AIQ Score both moved up over the latest session (price +1.07%, AIQ +1 points).
What would flip this result
A state, not a forecast. These are the specific, observable changes that would reverse the verdict — not a price prediction.
- 1YBIT closes the Momentum gap — currently 19 points behind, the largest single contributor to YBTC's edge.
- 2YBIT's Death Cross Active resolves — a bearish trend rule currently active against it.
- 3YBTC starts generating bearish momentum or trend signals.
- 4A regime shift changes factor weighting — Quality and Value carry the heaviest weights in the composite, so a rotation toward either would move the result most.
The full evidence
Every number behind the verdict. The leader is called above each group so you are not left to solve it from the table.
Performance
YBTC leads 5 of 6 windows| Metric | YBIT | YBTC |
|---|---|---|
| 1 week (5 sessions) | -1.2% | -0.8% |
| 1 month (20 sessions) | -6.7% | -3.1% |
| 3 months (63 sessions) | 5.6% | 3.6% |
| 6 months (126 sessions) | -16.4% | -13.2% |
| Year to date | -39.7% | -34.1% |
| 1 year (252 sessions) | -55.1% | -52.6% |
Technicals
YBTC has the stronger structure| Metric | YBIT | YBTC |
|---|---|---|
| RSI (14) | 37.3 | 44.7 |
| ADX (14) | 19.4 | 17.8 |
| Price vs 50-day | 0.7% | 3.1% |
| Price vs 200-day | -11.6% | -9% |
| Volatility (1M, annualized) | 18.2% | 18.4% |
Risk
Split| Metric | YBIT | YBTC |
|---|---|---|
| Beta | 1.44 | 1.56 |
| Sharpe ratio | -1.88 | -1.65 |
| Sortino ratio | -2.68 | -2.23 |
| Max drawdown | -60.8% | -59% |
| Current drawdown | -55.6% | -53.5% |
| Annualized volatility | 38.7% | 40.5% |
| Value at risk (95%) | -3.9% | -4.5% |
Straight answers
Short answers to the questions fund investors ask about this pair, from the figures above.
Which ETF is more diversified, YBIT or YBTC?
YBIT holds more positions: 11 versus 6 for YBTC.
Which has the lower expense ratio?
YBTC has the lower expense ratio, 0.95% a year against 1.02% for YBIT.
Which ETF has the higher distribution yield?
YBIT, with a trailing 12-month distribution yield of 67.68% against 56.01% for YBTC.
Which ETF has been more volatile?
YBTC has been more volatile over the past year, at 40.5% annualized against 38.7% for YBIT.
Which ETF has had the smaller drawdown?
Their worst peak-to-trough falls over the past year are similar: -60.8% for YBIT and -59% for YBTC.
Compare YBIT and YBTC with others
Continue your research
This page answers which of the two. These answer the questions on either side of it.
How this comparison is scored
The Algovestiq AIQ Score composites four factors — Quality, Value, Momentum and Risk, each carrying a fixed weight. Sentiment is reported separately as SentimentPulse and is not folded into the composite. Scores refresh every trading day, and this page regenerates from the latest snapshot rather than being written once.
The verdict names a leader, states how broadly six independent evidence groups agree, and rates how durable that conclusion is given the score gap, its recent trajectory and the current signal state on both names.
How to use side-by-side comparison →This comparison is informational and educational, not investment advice. AIQ scores update daily; re-check after earnings, guidance or macro data that materially changes either name’s factor profile.