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FDRS vs LOHA

Founder-Led ETF

FDRSDNasdaq

Roundhill HALO ETF

LOHABCboe

Overlap

0.0%by weight

Expense ratio

LOHA −0.14pt a year

FDRS0.49%LOHA0.35%

Avg volume · 30D

FDRS 2.3×the volume

FDRS71.9KLOHA31.1K

FDRS vs LOHA Performance

Jul 31, 2026 – Nov 2, 2026

+7.8%FDRS+2.9%LOHA

Jul 31, 2026 to Nov 2, 2026. FDRS +7.8%. LOHA +2.9%. Use the arrow keys to read each point.−5%0%15%20%Jul 2026Sep 2026Nov 2026
Expense ratio
FDRS 0.49%
LOHA 0.35%, better
Fund size
FDRS $8M
LOHA $36M
Holdings
FDRS 51
LOHA 102
Avg volume (30D)
FDRS 71.9K sh, better
LOHA 31.1K sh
NAV per share
FDRS $24.24
LOHA $26.77
52W range

ETF.net Grade

FDRS: Cost 40, Risk 25, Mission not scored, Tradability 53, Holdings 32, Durability 54. LOHA: Cost 60, Risk 79, Mission not scored, Tradability 54, Holdings 92, Durability 51.
Pillar letters and Scores for FDRS, LOHA, with each pillar’s weight
PillarFDRSLOHA
Cost30% weightC40B60Higher
Mission25% weightNot scoredNot scored
Risk15% weightD25A79Higher
Tradability15% weightC53C54Higher
Holdings10% weightD32A92Higher
Durability5% weightC54HigherC51

Rank among US Thematic funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. FDRS and LOHA are both graded against the same 22 US Thematic funds, so their Grades compare head to head.

US Thematic⁠

Category · 22 funds
See all 22 ›

LOHA ranks 3rd and FDRS 17th of 22 funds in the US Thematic Category.

  1. Rank 1ALRNDNYLI U.S. Large Cap R&D Leaders ETFScore 76
  2. Rank 2ATECBiShares U.S. Tech Breakthrough Multisector ETFScore 71
  3. Rank 3BLOHARoundhill HALO ETFScore 66
  4. Rank 4BHOMZHoya Capital Housing ETFScore 64
  5. Rank 17CBUZZVanEck Social Sentiment ETFScore 39
  6. Rank 17DFDRSFounder-Led ETFScore 39
  7. Rank 17DHALXTuttle Capital Heavy Assets Low Obsolescence ETFScore 39

Our read on each fund

ETF.net Research

FDRSDFounder-Led ETF

LOHABRoundhill HALO ETF

In short

FDRS Most index funds screen for numbers. FDRS screens for a person: 50 U.S.-listed companies where an original founder still holds a C-suite seat. A governance trait, turned into an index rule.

LOHA No data

Stated mandate

FDRS The fund uses a founder-led equity strategy focused on U.S.-listed companies where an original founder remains in a senior executive role.

LOHA No data

Why people hold it

  • FDRS The rule is a person, not a slogan: at least one original founder still serving as CEO, President, CTO or CFO. Founder skin in the game, written into the methodology.sec.gov
  • Rules-based and passive. Corgi Strategies sets the criteria, Solactive AG calculates the index, and the fund replicates or samples it. No stock-picker's hunches.sec.gov
  • Fifty founder-run names in one ticker, a theme most investors otherwise have to assemble one stock at a time.sec.gov

LOHA No data

Worth knowing

  • FDRS At 0.49% it runs above the typical index-tracking peer, and many times what plain-vanilla trackers like SCHK (0.03%) or SPYV (0.04%) charge.
  • Fifty stocks is concentrated. One company's stumble lands harder here than it would inside a broad-market index.sec.gov
  • Young fund, young index: it launched in late 2025 with a small asset base, so there's little live track record to judge it on.

LOHA No data

Full FDRS profile⁠

Full LOHA profile⁠

FDRS vs LOHA Holdings

How FDRS and LOHA differ

Overlap by weight

0.0%

Shared holdings make up 0.0% of FDRS and 0.0% of LOHA.

Level by level

  • Holdings0 in both0.0%
  • Countryby domicile96.0%
  • Asset classEquity100%

Sector

No Sector split for FDRS and LOHA.

Country, concentration and asset class

Country by domicile

Country weights in FDRS and LOHA, widest gap first
CountryMore in FDRSMore in LOHA
United StatesFDRS +4.0 points
CanadaLOHA +2.5 points
SwedenLOHA +1.0 points
BrazilLOHA +0.6 points

Concentration

Weight in the 10 largest Holdings

  • FDRS62.1%
  • LOHA11.5%

Securities held

  • FDRS51
  • LOHA101

Asset class

FDRS
Equity
LOHA
Equity

Holdings

  • Only in FDRS51
  • In both0
  • Only in LOHA101

Only in FDRS

51 securities, 100% of FDRS by weight

  • Tesla Inc11.62%
  • Amazon.com Inc10.27%
  • NVIDIA Corp9.60%

Only in LOHA

101 securities, 100% of LOHA by weight

  • Valaris Ltd1.22%
  • Carnival Corp Ltd1.22%
  • Royal Caribbean Cruises Ltd1.21%

Weight gaps

FDRS and LOHA share no securities.

All FDRS holdings⁠All LOHA holdings⁠

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

FDRS vs LOHA Cost

Overpaying FDRS vs LOHA

$2,666

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • FDRS 0.49%

    $9,792

  • LOHA 0.35%

    $7,126

$10,000
30 years

Cost over time

  • FDRS 0.49%
  • LOHA 0.35%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2K$4K$6K$8K$10K051015202530FDRS $9,792LOHA $7,126

Year by year

YearFDRSLOHAOverpaying
10$883$634$249
20$3,394$2,454$940
30$9,792$7,126$2,666

Expense ratio

  • 0.49%FDRS
  • 0.35%LOHA, cheaper
  • Middle half of US Thematic funds
  • Median 0.35%

LOHA 7th cheapest of 22 funds

FDRS 13th cheapest of 22 funds

FDRS vs LOHA Dividends

Last 12 months to Nov 2, 2026
Payout (12M)
FDRS None
LOHA None

Distribution history

FDRSAll FDRS payments⁠

No distribution history available.

LOHAAll LOHA payments⁠

No distribution history available.

FDRS vs LOHA Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

Market sensitivityBeta, 5 years
FDRS 1.37LOHA −0.29

Popular comparisons

  • FDRSDvsLRNDA

    Founder-Led ETF · NYLI U.S. Large Cap R&D Leaders ETF

    Expense ratio
    0.49% · 0.14%
    Category
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  • LOHABvsLRNDA

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    Expense ratio
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    Category
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  • FDRSDvsTECBA

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    Expense ratio
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    Category
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  • LOHABvsTECBA

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    Expense ratio
    0.35% · 0.30%
    Category
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  • FDRSDvsHOMZB

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    Expense ratio
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    Category
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  • LOHABvsHOMZB

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    Expense ratio
    0.35% · 0.30%
    Category
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