ETF Analysis
Roundhill Investments - Bitcoin Covered Call Strategy ETF (YBTC) ETF Analysis
Roundhill Investments - Bitcoin Covered Call Strategy ETF (YBTC) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
Roundhill Investments - Bitcoin Covered Call Strategy ETF (YBTC) currently has an AIQ Score of 49/100, indicating a neutral setup. Risk is the strongest factor at 75/100. Quality is the weakest current factor at 36/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
YBTC at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $18.96 |
| AIQ Score | 49/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Buy |
| Fund Size | $141.65M |
| Expense Ratio | 0.95% |
| Holdings Count | 6 |
| NAV | $18.78 |
| Asset Class | Alternatives |
| Primary Exposure | Cash & Others (100.00%) |
| Issuer | Roundhill Investments |
| Domicile | US |
| Inception Date | Jan 18, 2024 |
| Distribution Yield | 56.46% |
| Beta | 1.01 |
| Average Volume | 75.57K |
| 52-week range | $16.30-$40.80 |
| RSI 14 | 43.49 |
| 50-Day SMA | $18.43 |
| 200-Day SMA | $20.56 |
| Risk Score | 75/100 |
| Momentum Score | 49/100 |
| Value Exposure Score | — |
YBTC Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | -51.90% | -51.92% | -58.99% | Oct 20, 2025 |
| 3Y | -61.35% | -29.19% | -71.95% | Jan 18, 2024 |
| 5Y | -61.35% | -29.19% | -71.95% | Jan 18, 2024 |
| 10Y | -61.35% | -29.19% | -71.95% | Jan 18, 2024 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
YBTCRoundhill Investments - Bitcoin Covered Call Strategy ETF
Financial Services / Asset Management - Cryptocurrency
Low Priority
In Line With Peers
Latest quote
- Momentum49
- Value—
- Quality36
- Risk resilience75
- Sentiment—
YBTC ETF Analysis Summary
Roundhill Investments - Bitcoin Covered Call Strategy ETF (YBTC) currently has an AIQ Score of 49/100, indicating a neutral setup. Risk resilience is the strongest factor at 75/100. Quality is the weakest current factor at 36/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, YBTC has AIQ Score of 49/100 with Risk resilience base of 75/100 and fading Quality at 36/100. Wait for component alignment before adding exposure.
Risk resilience (75/100) leads while Quality (36/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · 1.07% ETF move · YBTC classified in Asset Management - Cryptocurrency.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is YBTC Bullish or Bearish Right Now?
YBTC currently has a neutral overall setup. Risk Resilience is the strongest factor at 75/100, while Quality is weakest at 36/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Risk Resilience is supportive at 75/100.
- - Price is +2.90% above its 50-day SMA.
- - Technical consensus has more buy votes than sell votes (23 vs 14).
- - Price is -7.76% below its 200-day SMA.
Current Consensus
YBTC's Technical Analysis Consensus is currently Buy, with 23 buy, 8 neutral, and 14 sell votes. YBTC's 14-day RSI is 43.49, which places the ETF in a weaker momentum range. YBTC's beta is 1.01, indicating market sensitivity broadly in line with the market.
What Changed in YBTC?
The largest recent change in YBTC is Risk Resilience moving up by 9.0 points over the available 7-day comparison window. Risk Resilience remains the strongest visible factor.
What Would Change the YBTC Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
YBTC Decision Framework
Public evidence layers, setup checks, and risk context for Roundhill Investments - Bitcoin Covered Call Strategy ETF.
Roundhill Investments - Bitcoin Covered Call Strategy ETF (YBTC) ETF Analysis
Roundhill Investments - Bitcoin Covered Call Strategy ETF has an AIQ Score of 49/100 in a Neutral regime. Risk is strongest at 75/100. Beta is 1.01, close to market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | YBTC is in a Neutral AIQ regime with score 49/100. |
| Signal Conflict | The primary conflict is that risk leads at 75/100 while quality lags at 36/100. |
| Factor Evidence | Momentum 49/100 · Quality 36/100 · Risk 75/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Risk is the strongest factor at 75/100.
Momentum is 49/100 and RSI (14) is 43.5.
YBTC is in a Neutral regime at 49/100.
Risk factor is 75/100 with beta 1.01 and annual volatility 40.48%.
Current conflict: risk leads at 75/100 while quality lags at 36/100.
YBTC Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
YBTC ETF Analytics
YBTC holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
YBTC Technical Analysis
YBTC technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
YBTC ETF Market Context
Track YBTC market context, news pressure, trend changes, income events, and current allocation evidence.
YBTC Distribution Analysis
YBTC distribution yield, annualized distributions, payment history, and income context.
YBTC ETF Data
YBTC available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
YBTC Risk Analysis
YBTC volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
YBTC ETF News
YBTC ETF news, market tone, recent headlines, and catalyst context.
YBTC vs ₿ Crypto ETFs Peers
Current peer cohort: YBTC · YETH · BITB · BITO · BLOX. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| YBTC Current ETF | 49/100 | — | 49/100 | 75/100 | -1.68 | 40.48% | Current |
| YETH Roundhill Ether Covered Call Strategy ETF | 34/100 | — | 25/100 | 49/100 | -1.62 | 52.57% | YBTC vs YETH |
| BITB Bitwise Bitcoin ETF | 53/100 | — | 60/100 | 36/100 | -0.48 | 44.86% | YBTC vs BITB |
| BITO ProShares Bitcoin Strategy ETF | 60/100 | — | 60/100 | 44/100 | -0.89 | 46.55% | YBTC vs BITO |
| BLOX Nicholas Crypto Income ETF | 38/100 | 50/100 | 24/100 | 44/100 | -1.1 | 57.72% | YBTC vs BLOX |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 21, 2026.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Oct 22, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching YBTC
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for YBTC
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
YBTC ETF FAQ
What is YBTC ETF price today?
YBTC is currently shown at $18.96. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is YBTC's 52-week high and low?
YBTC's 52-week range is $16.30 to $40.80 based on the latest completed market-close snapshot from Oct 21, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does YBTC pay a dividend?
YBTC's current distribution yield is 56.46% based on the latest completed market-close snapshot from Oct 21, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying YBTC?
Compare YBTC's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.