YBTC Review: Roundhill Bitcoin Covered Call Strategy ETF - US
Roundhill Bitcoin Covered Call Strategy ETF - US (YBTC) is a sector based fund - financials listed on the NYSE/NASDAQ. Below is our independent review using the Dependable Income Investing 13-factor scoring system, covering Fund Attributes, Risk, and Return — designed specifically for income-focused investors.
Fund Attributes 20% of overall score
Fund Attributes cover the foundational characteristics of YBTC: cost, company backing, track record, and size. These factors reflect the fund's stability and cost-efficiency.
Expense Ratio (25%)
Gross expense ratio is 0.96% per roundhillinvestments.com as of March 2026 - in the 0.75-0.99% range.
Fund Company Size (5%)
Roundhill Investments manages approximately $8.38B in total AUM across all ETFs as of March 13 2026 per roundhillinvestments.com/etf - in the $7B+ range.
Fund History (40%)
Inception date January 18 2024 - approximately 2.2 years of history rounding up to 3 years.
Fund AUM (30%)
Fund AUM is $164.68M as of March 13 2026 per roundhillinvestments.com - in the $100M-$199M range.
Risk 35% of overall score
Risk factors evaluate how YBTC manages volatility, diversification, and the nature of its underlying assets. These are critical for income investors who prioritise capital preservation.
Volatility
Lower volatility may indicate more stability — important for investors living off their income.
Beta is 0.71 vs SPY over period 2024-01-26 to 2026-03-16 (calculation result) - beta score is 5 (<0.8). Standalone annualized volatility is 35.84% (weekly price data) - score 2 (30-40% range). Scores differ by 3 so averaged to 4.
Sector Diversification
Holding across more sectors reduces the impact of any single industry downturn.
Geographic Diversification
Exposure across geographies can reduce risk from any single country's economic conditions.
Fund Risk
The fund's overall risk profile, based on self-reported classifications where available.
Underlying Assets
What the fund actually holds — stocks, bonds, synthetics, or other funds — affects risk profile significantly.
See our full Risk analysis for YBTC — including analyst notes on volatility, diversification, and underlying assets.
View Plans →Return 45% of overall score
Return factors assess the income generation quality of YBTC: current yield, distribution consistency, price history, and payment frequency. This is the most heavily weighted category for income investors.
Yield
The current dividend yield, reflecting the annual income generated relative to fund price.
Yield Stability
How consistent the distribution amounts have been over time — critical for income investors who budget around payments.
Capital History
The fund's track record of price appreciation or depreciation, reflecting total return alongside income.
Distribution Frequency
How often the fund pays distributions — monthly payments are generally preferred by income investors.
Weekly distributions confirmed on roundhillinvestments.com - fund pays distributions weekly.
See our full Return analysis for YBTC — yield rating, distribution consistency score, and capital history.
View Plans →Our Review Methodology
Every fund reviewed on Dependable Income Investing is scored using our 13-factor Fund Report Card, organised into three weighted categories: Fund Attributes (20%), Risk (35%), and Return (45%). Each criterion is rated 1–5 by our analysts based on publicly available fund data.
We also calculate a Dependability Score — a weighted composite of six income-specific factors ranked by importance for retirement income investors: Yield Stability, Yield, Volatility, Capital History, Fund Risk, and Underlying Assets. This score is designed to answer the question income investors care about most: can I depend on this fund to pay me reliably?
Full scores, ratings, and analyst notes are available in the Dependable Income Investing app.
See our full scoring methodology →
Frequently Asked Questions About YBTC
What is YBTC's expense ratio?
Gross expense ratio is 0.96% per roundhillinvestments.com as of March 2026 - in the 0.75-0.99% range.
How long has YBTC been trading?
Inception date January 18 2024 - approximately 2.2 years of history rounding up to 3 years.
How large is YBTC by assets under management?
Fund AUM is $164.68M as of March 13 2026 per roundhillinvestments.com - in the $100M-$199M range.
Who manages YBTC?
Roundhill Investments manages approximately $8.38B in total AUM across all ETFs as of March 13 2026 per roundhillinvestments.com/etf - in the $7B+ range.
Where can I see the full YBTC review?
The complete 13-factor review — including all Risk and Return scores, analyst notes, and your Dependability Score — is available in the Dependable Income Investing app.
Does YBTC pay monthly dividends?
Weekly distributions confirmed on roundhillinvestments.com - fund pays distributions weekly. Full distribution history and yield stability score are available in the Dependable Income Investing app.
Is YBTC a high-volatility fund?
Beta is 0.71 vs SPY over period 2024-01-26 to 2026-03-16 (calculation result) - beta score is 5 (<0.8). Standalone annualized volatility is 35.84% (weekly price data) - score 2 (30-40% range). Scores differ by 3 so averaged to 4. See the full volatility score and risk analysis in the Dependable Income Investing app.
How often does YBTC pay distributions?
Weekly distributions confirmed on roundhillinvestments.com - fund pays distributions weekly. Distribution consistency and yield stability ratings are available in the app.
See the Full YBTC Review
The Dependable Income Investing app gives you the complete picture: all 13 scoring factors, analyst notes, Dependability Score, and tools to compare YBTC against other income funds side by side.
View Plans →Also available: free fund comparison tools in the app.