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HALX vs LOHA

Tuttle Capital Heavy Assets Low Obsolescence ETF

HALXDCboe

Roundhill HALO ETF

LOHABCboe

Overlap

Expense ratio

LOHA −0.40pt a year

HALX0.75%LOHA0.35%

Avg volume · 30D

LOHA 15.3×the volume

HALX2.03KLOHA31.1K

HALX vs LOHA Performance

Jul 31, 2026 – Oct 30, 2026

+6.0%HALX+1.8%LOHA

Jul 31, 2026 to Oct 30, 2026. HALX +6.0%. LOHA +1.8%. Use the arrow keys to read each point.−5%−2.5%0%Jul 2026Sep 2026Oct 2026
Expense ratio
HALX 0.75%
LOHA 0.35%, better
Fund size
HALX $3M
LOHA $35M
Holdings
HALX 41
LOHA 102
Avg volume (30D)
HALX 2.03K sh
LOHA 31.1K sh, better
NAV per share
HALX $26.63
LOHA $26.46
52W range

ETF.net Grade

HALX: Cost 10, Risk 91, Mission not scored, Tradability 38, Holdings 64, Durability 19. LOHA: Cost 60, Risk 79, Mission not scored, Tradability 54, Holdings 92, Durability 51.
Pillar letters and Scores for HALX, LOHA, with each pillar’s weight
PillarHALXLOHA
Cost30% weightF10B60Higher
Mission25% weightNot scoredNot scored
Risk15% weightA91HigherA79
Tradability15% weightD38C54Higher
Holdings10% weightB64A92Higher
Durability5% weightF19C51Higher

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. HALX 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 HALX 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 17CFDRSFounder-Led ETFScore 39
  6. Rank 17DHALXTuttle Capital Heavy Assets Low Obsolescence ETFScore 39
  7. Rank 20DPTNTCorgi IP Licensing & Royalties ETFScore 38

HALX vs 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.

HALX vs LOHA Cost

Overpaying HALX vs LOHA

$7,356

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

  • HALX 0.75%

    $14,482

  • LOHA 0.35%

    $7,126

$10,000
30 years

Cost over time

  • HALX 0.75%
  • LOHA 0.35%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530HALX $14,482LOHA $7,126

Year by year

YearHALXLOHAOverpaying
10$1,336$634$702
20$5,078$2,454$2,624
30$14,482$7,126$7,356

Expense ratio

  • 0.75%HALX
  • 0.35%LOHA, cheaper
  • Middle half of US Thematic funds
  • Median 0.35%

LOHA 7th cheapest of 22 funds

HALX 19th cheapest of 22 funds

HALX vs LOHA Dividends

Last 12 months to Oct 30, 2026
Payout (12M)
HALX None
LOHA None

Distribution history

HALXAll HALX payments⁠

No distribution history available.

LOHAAll LOHA payments⁠

No distribution history available.

HALX vs LOHA Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

Market sensitivityBeta, 5 years
HALX 0.71LOHA −0.29

Popular comparisons

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    Expense ratio
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    Category
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