Compare HBTC and SOXY

HBTC and SOXY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax Target 12 Semiconductor Option Income ETFThematic Income · A basket1.06%13.54%+40.8%+38.8%[…][…]−30.4%43.6%$60M1.2

Listed Funds Trust - Fortuna Hedged Bitcoin ETFThematic Income · A basket1.97%7.81%−10.9%−25.2%[…][…]−36.8%29.7%$798K1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: HBTC 2025 · SOXY 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Listed Funds Trust - Fortuna Hedged Bitcoin ETF · $798K[…]

HBTC

SOXY

YieldMax Target 12 Semiconductor Option Income ETF · $60M[…]

$10,000 five years ago, dividends reinvested

HBTCMeasureSOXY

−10.9%Year to dateJan 1 → Nov 4+40.8%

−25.2%1 yearTotal return+38.8%

[…]3 years · per year[…]

[…]5 years · per year[…]

1.97%Expense ratio$197 · $106 a year on $10k · lower is better1.06%

7.81%Trailing 12-mo yield$781 · $1,354 a year on $10k13.54%

−36.8%Worst dropSmaller is better−30.4%

29.7%VolatilityLower is calmer43.6%

HBTCSOXY Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5SOXY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HBTC vs SOXY: Top 5 Holdings

Today

HBTC

[…]in top 5

SOXY

in top 527.3%

HBTCStockSOXY

not top 5NVDA6.9%

not top 5AMD5.9%

not top 5ASML5.0%

not top 5MU4.9%

not top 5AVGO4.6%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

HBTC vs SOXY Returns, Every Period

1Y

Fortuna FundsHBTC

−25.2%

past year

SOXYYieldMax

+38.8%

past year

HBTCSOXYFaded: behind in that period

0–2SOXY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HBTC vs SOXY

YTD

Fortuna FundsHBTC

−10.9%

SOXYYieldMax

+40.8%

−10.9%Year to date+40.8%

−36.8%Worst drop · 1Y−30.4%

29.7%Volatility · 1Y43.6%

7.8%Yield13.5%

$798KAssets$59.9M

3–1SOXY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HBTC, SOXY

Today

1.06%lowest, SOXY

FundExpense ratioFee$10k

SOXY1.06%$106

HBTC1.97%$197

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HBTC, SOXY

1Y

13.54%highest, SOXY

FundTrailing yieldYield$10k

SOXY13.54%$1,354

HBTC7.81%$781

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,248most kept, SOXY

SOXY$1,354 − $106 = $1,248

HBTC$781 − $197 = $584

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HBTC, SOXY

Today

[…]holdings […]

HBTCSOXY

HBTC—[…]

SOXY[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+38.8%SOXY, at 43.6% volatility

HBTCWorst drop−36.8%29.7% vol

SOXYWorst drop−30.4%43.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SOXYHBTC

+40.8%Year to date−10.9%

13.5%Yield7.8%

+38.8%Past year−25.2%

1.06%Fee1.97%

4–0SOXY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026